
April 2023 Newsletter
April, 2023 / Lee Hyde, CFP® tax refunds We are past the April filing deadline so at this point you’ve hopefully done one of two
April, 2023 / Lee Hyde, CFP® tax refunds We are past the April filing deadline so at this point you’ve hopefully done one of two
SECURE Act 2.0 On December 23, 2022, Congress passed the Securing a Strong Retirement Act of 2022 (Secure 2.0) as part of the Consolidated Appropriations
Love and MOney February is often called “the month of love.” With Valentine’s Day right in the middle of the month, it makes sense. But
New year, new you The new year always seems to bring with it some promise. It’s like a mini-fresh start. Many people come up with
end-of-year Checklist This month we finish up our quarterly conversation around end-of-year planning. The end of the year is a great time for reflection. It’s
I Bonds This month we continue our conversation around end of year financial planning by discussing an investment opportunity that has grown in popularity lately,
End of year planning The start of the 4th quarter means that Fall is here. Fall is my favorite time of year. The weather starts
Timing the Market VS. Time in the Market This month we wrap up our quarterly discussion by contrasting two very different approaches to investing; timing
How are Your Investments Taxed? Ever wonder what role taxes play in your investing? Do you know how the accounts you’re investing in are taxed?
You Better Behave! As we head into the third quarter of 2022, the stock market continues to frustrate many. The S&P 500 officially hit bear
Give, Serve, and Be Happy This month we continue our discussion around money, time, and happiness. Is there a way to spend your money and
Valuing Time and Money Which is more valuable? I don’t think there is a simple answer to this question. If you ask a person in
Can Money Make You Happy? The Parable of the Mexican Fisherman Have you ever heard this parable? It’s a striking display of two completely different
Investment Assessment Successful investing, in our opinion, is done with a long-term focus. We know there are many ways people choose to invest their money.
Blending Hope & Reality Happy New Year! First of all, Happy New Year to everyone! I hope you had a great break and you were
thanksGIVING This month we continue our discussion on year-end tax planning. With Thanksgiving coming up, we thought we’d dive into giving a little bit more.
Qualified Charitable Distributions Nobody likes paying taxes. At least I haven’t met anyone who does. There is a rule that the IRS has in place
Generosity – A Tribute to My Papa What is Generosity? The University of Notre Dame’s “Science of Generosity Project” defines generosity as: “the virtue of
Umbrella Insurance Our focus this month is on a specific type of personal liability coverage, umbrella insurance. I’ve found that similar to our topic last
Updating Beneficiaries This month, take some time to make sure your beneficiary information is correct. This includes your 401(k), any IRAs, and both group and