The summer 2026 financial planning newsletter is now available. In addition to our investment update and mid-year financial considerations, we share an overview of Trump / 530A accounts including how to find out if your children are eligible for any free money. We also answer the question: "Does … [Read more...]
Trump accounts / 530A
530A accounts (commonly referred to as “Trump Accounts”) might be worth a look if you have children under 18. Many young families can benefit from an initial government contribution or private grants. Much like taking advantage of your employer's match in your retirement plan, there is a little bit … [Read more...]
Myth Bustin’: Do financial planners care how you spend your money?
Myth: Your financial planner doesn’t care how you spend your money. You may have heard your financial planner say "I don't care how you spend your money." You may also have heard us ask you if you could increase your savings or defer a car purchase. And we might have even asked you “what else?” … [Read more...]
Financial Planning and the World Cup: “This Isn’t What I Expected”
One of the most fascinating stories of this year’s World Cup being hosted in the United States has not been on the field. It has been hearing visitors from all over the world say things like, “This isn’t what we expected!” Many arrived with assumptions about America. Those perceptions were shaped … [Read more...]
Spring 2026 Financial Planning Newsletter
Our Spring 2026 financial planning newsletter is now available. It provides perspective on oil prices and the investment markets, as well as background on market volatility and how to think about it as a long-term investor. We also compare who might want to do a Roth conversion from a pre-tax to a … [Read more...]
Financial Myth Bustin’
There is a LOT of personal finance content out there. You can scroll through reels on social media, subscribe to podcasts, attend a conference... you can even sit through a presentation on annuities to get a free dinner. With the rise of artificial intelligence (AI), it is getting harder to sift … [Read more...]
Digital Legacy Planning
Most people think of estate planning as organizing financial accounts, legal documents, and property. But an increasingly important part of your legacy now lives in a different place—your digital world. Photos, messages, emails, files, and online accounts hold memories and information your family … [Read more...]
Winter 2026 Financial Planning Newsletter
Our Winter 2026 financial planning newsletter is now available. In it, we share key financial numbers for 2026 and review what's going on in the investment markets right now. We also cover reminders and updates about retirement plan catch-up contribution changes, tax changes, and mortgage … [Read more...]
Are Bond Funds as Bad as They Look?
When you see the bright red negative percentage next to your bond fund, you might reasonably question how much it's contributing to your portfolio. Reviewing bond fund gain/loss percentages causes some of the most common client questions. To address this, we'd like to share what really goes in to a … [Read more...]
Non-deductible IRA Contributions: Good or Bad?
As we approach tax time, you will likely be prompted by your tax software or preparer to consider an IRA contribution. If you're ineligible to deduct your IRA contribution or you're over the income limit for Roth IRA contributions, you might see a non-deductible IRA contribution suggested. That … [Read more...]
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