How To Harness The Benefits Of Donor-Advised Funds In Your Tax Planning

Kevin Flint, CFP®, explains how donor-advised funds can benefit your tax planning and charitable giving strategies.

Top 5 Financial Planning Strategies for 2024

Start 2024 strong with these five financial planning strategies that help build a resilient financial foundation for the years ahead.

Roadmapping 2024 With A Financial Planner

Looking to take control of your finances and achieve your financial goals this year? Our financial planners have you covered with a comprehensive roadmap.

How much do I need to retire?

We get this question all the time! Most people are looking for us to give them a dollar amount they should be aiming for or at least get a sense of how to measure their progress. Coming up with a ballpark number is easy (and you can typically find those answers with a quick Google search!) But general advice will only get you to a certain point.

I’m a Financial Planner, this is how I manage my family’s budget

When most people think about creating a family budget, they tend to focus on looking at income and expenses. Much like the planning we do here at our firm, I think the most effective family budgets are goal-based. Here is some insight on how I manage my own.

Your “Rocket” To Building Wealth

Sometimes things in life are so simple, yet for some reason, people like to make things harder. Everyone dreams of having financial security, life options, and financial peace of mind but only a small percentage of people ever get there. Why is that? In talking to many of those who have personally solved this riddle, we’ve identified two critical elements that must exist. In tandem they become your personal “Rocket” to building wealth.

Worried About Being a Burden? One Daughter’s Experience With Aging Parents

For most, 2020 will be remembered as the year we had a global pandemic. But for me, it will be the year I noticed that my dad had changed. Almost a full year later, I would learn that change was Lewy Body Dementia. We are now treading into the late stages, things that used to be hypothetical are becoming a reality; and at our 6month check-in this summer, my dad had a heartbreaking moment of lucidity and said he didn’t want to be a burden to anyone.