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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

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,

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?

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

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.

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

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