Our Q2 financial planning newsletter is now available. In addition to features from our recent blogs on home maintenance and your emergency fund, we cover our perspective on the investment markets. You may be wondering what you should do about your portfolio's performance since the beginning of … [Read more...]
Emergency Fund Check-In
In the last two years, we have seen wide ranges in our monthly spending. Two years ago, many people saw their savings increase as they stopped commuting and going out due to COVID-19. When interest rates dropped, individuals lowered their monthly housing costs by refinancing their mortgage. A year … [Read more...]
Home maintenance planning
Most of us spent more time at home during the pandemic. We saw an increase in home maintenance projects that had been deferred but suddenly were elevated on the priority list. Personally, 2021 gifted me the purchase of a pellet stove and a water softener, the repair of a broken sprinkler line, and … [Read more...]
Q1 2022 Financial Planning Newsletter
Our Q1 2022 financial planning newsletter is now available. In addition to an investment market update, we discuss the potential for a bear market and how that affects your actions now. We also dig into how inflation affects your financial plan and cover the upcoming student loan interest and … [Read more...]
How Inflation Affects Your Financial Plan
We've all seen the headline number for 2021: a 7% increase in the consumer price index. You may be wondering: how does this affect my financial plan? Whether you have firsthand experience from the 1970s and early 1980s or have read about it in history books, the potential of sustained high … [Read more...]
Why a Stock Peak Isn’t a Cliff
Some perspective courtesy of Dimensional Fund Advisors: Many investors may think a market high is a signal stocks are overvalued or have reached a ceiling. But they may be surprised to find out that the average returns for the S&P 500 Index one, three, and five years after a new market high … [Read more...]
Q4 Financial Planning Newsletter
This quarter's financial planning newsletter is now available. This edition is chock-full of actionable ideas including: Year-end tax legislation planning considerations Updates and reminders for maximizing retirement plan contributions and HSAs, Medicare open enrollment, required minimum … [Read more...]
Best Financial Planners 2021 D Magazine
Patty Priddy and Jean Keener have again been named to the D Magazine list of Best Financial Planners in Dallas. Each spring, D Magazine asks Certified Financial Planners in the Dallas-Fort Worth chapter of the Financial Planning Association to nominate their peers who deserve the title of Best … [Read more...]
Build Back Better 2021 Year-End Planning Considerations
We want to share a few items for 2021 year-end planning consideration as a result of the Build Back Better reconciliation bill introduced in Congress on September 13. One of the biggest changes is the elimination of Roth conversions of after-tax dollars beginning in 2022. Please see our full … [Read more...]
After-tax retirement contributions: how to know if you have any
With all the talk about converting after-tax retirement contributions to Roth, you may be wondering if this applies to you. Here's how to tell if you have any after-tax money in an IRA or 401k. First, let's cover the difference between after-tax money and Roth. Both after-tax and Roth … [Read more...]
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