Financial Planning
The four behaviors I see most with individuals and their money. Written by: Ryan Bouchey, CFP ®, CPA Working with clients through the years opens you up to many different experiences. It’s funny, early on in my career I always found myself doing all I could to work on my technical abilities and use “math”…
Written by: Samantha Masey, CFP® As the technology for self-managed investment platforms and robo-advisors advances, many people have begun to wonder if the cost of hiring a financial advisor is worth it. To some the fee-only model may not appear to be as affordable as other options, but those same people may be surprised…
Charitable giving is one of the most meaningful ways you can have an impact. This webinar dives into three case studies of charitable giving strategies to maximize an individual’s charitable inclinations while considering financial needs and optimizing tax benefits. Learn more about: Donor Advised Funds Charitable Remainder Trusts Private Foundations Watch the recording below! Play…
Written By: Catherine (Katie) Buck We will cover: What is social security? Social Security Planning Benefit Reductions Social Security The Social Security Bill was signed into law on August 14th, 1935 by Franklin D. Roosevelt. The benefits for retired workers were designed to prevent dependency and entitle retirees to some form of…
Are you or a loved one contemplating early retirement but unsure where to begin? Watch our newest webinar discussing tailored strategies for those pursuing early retirement. Martin Shields, CFP®, AIF® and Samantha Masey, CFP® discuss: What does early retirement look like? When is it a good fit? Strategies to achieve early financial independence. What are…
Written by: Samantha Masey, CFP® As soon to be first-time parents, my husband and I are in the middle of preparing for our baby to arrive and all the details that entails. Having a baby is an exciting and joyful time, but we have also encountered some unexpected considerations in preparation for her. These have…
Written by: Samantha Masey, Wealth Advisor 529 plans are a popular choice for parents saving towards their children’s education because of the many benefits the investment plan offers. These plans are used to pay for qualified educational expenses tax-free. This includes higher education expenses of tuition, room and board, fees, books, supplies, and equipment required…