Blog

August 13, 2018

How To Complete Your End Of Summer Financial Wellness Check

Most of us would agree that it’s important to schedule regular medical and dental check-ups at least once per year. Whether or not we actually follow through with those wellness visits is another story. Read More
August 13, 2018

The Power of NUA in Numbers

A tax-savings illustration comparing a direct rollover and in-kind distribution of highly appreciated employer stock. Read More
August 13, 2018

Stocks Up as Data Comes In – August 13, 2018

Stocks ended the week in mixed territory as trouble with Turkey’s currency affected U.S. equity performance on Friday, August 10. For the week, the S&P lost 0.25%, the Dow declined 0.59%, and the NASDAQ increased 0.35%. International stocks in the MSCI EAFE stumbled, giving back 1.57%. Read More
August 6, 2018

Roth IRA vs. 529 plans

Roth IRAs are NOT included as an asset on the FAFSA (Free Application for Student Aid) form. Most other assets, including the amount in 529 plans, are included when calculating your EFC (expected financial contribution). Read More
August 6, 2018

How Your Life Insurance Can Affect Your (or Your Beneficiary’s) Taxes

When you're getting your affairs lined up, it's natural to wonder whether any portion of it won't make it to your heirs. After all, taxes take a bite out of most big payments. Does that mean the proceeds of your life insurance policy will be taxed, too? Read More
August 6, 2018

Stocks Up as Data Comes In – August 6, 2018

Domestic markets ended last week in positive territory, as the S&P gained 0.76%, the Dow was up 0.05%, and the NASDAQ increased 0.96%. This performance marked the 5th week in a row that the S&P 500 and Dow posted gains. Meanwhile, international stocks in the MSCI EAFE stumbled, losing 1.47% for the week. Read More
July 30, 2018

6 Things That Will Help You Grow Wealth (That Most People Won’t Do)

“How can I grow wealth?” As a financial planner, I hear this question (or some variation of it) almost every day. And while I’m happy to provide answers and advice, there’s something I’ve noticed about most people who ask this question. They don’t take ... Read More
July 30, 2018

Examining Economic Growth – July 30, 2018

Markets experienced a push-and-pull last week between data indicating strong economic growth and lagging performance from several tech stocks’ earnings reports.  Domestic indexes had mixed results, as the S&P 500 gained 0.61%, the Dow was up 1.57%, and the NASDAQ dropped 1.06%.  International stocks in the MSCI EAFE had more of an uptick, gaining 1.32% for the week. Read More
July 23, 2018

This Crazy Market Seems Unstoppable

This crazy stock market seems unstoppable. Larry Kudlow, the economic advisor to President Trump, was on his old network today talking about how he has come to terms with Chinese tariffs and thinks more tax cuts are coming. Yesterday, Fed chairman Jerome Powell said the economy is humming along. Read More
July 23, 2018

Earnings Season Continues – July 23, 2018

On Friday, July 20, stocks lost a small amount of ground after President Trump escalated his threats of increasing tariffs on China. However, strong quarterly earnings reports from several large companies helped provide balance in the markets.  For the week, domestic indexes experienced little movement ... Read More