Sarah Irving
“Insuring” You’re Covered
Many times we plan for things we can expect; however, we must also plan for those that are unexpected. While this week’s blog is focused on a totally different topic, I would be remiss if I did not acknowledge the deeply saddening geopolitical events unfolding in Israel. The curr
Sarah IrvingOct 11, 2023
Do Something
September is a bustling month in the Irving household, filled with birthdays, parties, back to school activities, and charity outings. Always keeping things interesting! Never a dull moment Speaking of events, thank you to all who joined us at our annual Client Appreciation Event
Sarah IrvingSep 19, 2023
Spinoffs, Splitoffs, and Stocks
In light of the communication many of our clients received on regarding the exchange offer of Johnson & Johnson shares for Kenvue, I figured this would be a timely topic! While we hope our email provided enough background information on the spinoff and instructions to take advant
Sarah IrvingAug 2, 2023
One Size Fits All Does Not Fit All
Rules of thumb, they exist for every facet of our lives and can be helpful as benchmarks. But how accurate and applicable are they actually? Recently I read about the 5-2-1-0 rule of thumb for kids — 5 servings of fruits and vegetables a day, no more than 2 hours of screen time d
Sarah IrvingJun 27, 2023
Light at the End of the Tunnel?
After months in and out of the headlines, the issues surrounding the debt ceiling have come into sharp focus, as the U.S. could become unable to pay its bills as soon as June 1. There’s nothing like an impending deadline to force action. Source: https://www.visualcapitalist.com/r
Sarah IrvingMay 22, 2023
Taking Care with Intergenerational Planning
Happy belated Mother’s Day to all the moms and mother figures out there! Our weekend was filled with gardening, making homemade pizzas, and I was surprised with breakfast in bed which happened to be a pancake in the shape of my head. Nothing says “I love you Mom” like having your
Sarah IrvingMay 17, 2023
Inheritance Rules Kicking In
Hoping that all our clients and readers are enjoying this glorious weather and you aren’t stuck inside finishing your taxes! Just a friendly reminder that Tuesday April 18th is the filing date and you have up until the deadline to contribute to IRAs, Roths, HSAs, and SEPs (unless
Sarah IrvingApr 13, 2023
On the Hunt for Financial Easter Eggs
Hidden Easter Eggs in Your Finances Growing up, Easter meant driving up to my grandparents’ house in New Hampshire where the adults would place colorful plastic eggs all over property for the kids’ Easter egg hunt. As my elder cousins assumed the egg hiding responsibilities, they
Sarah IrvingApr 4, 2023
The “R” Word
The dreaded “R” word is frequenting headlines and the minds of investors as the uncertainty of a “hard” or “soft” landing comes to the fore front. The “R” word being recession, a word that brings uncomfortable flashbacks to almost anyone and stirs up an instinctual fight or fligh
Sarah IrvingMar 7, 2023
Bumping Into the Ceiling
I will be honest, I was a little hesitant to address this topic due to its political nature, but given how frequently this topic has been addressed in recent client meetings and the future effects it could potentially have on the markets; it feels important to touch on in this we
Sarah IrvingFeb 7, 2023
New Year, New Revisions
Happy New Year to all our readers and clients! Ahh the one time of year in every 12 month rotation in which almost every human resolves to do something different / better for the sake of a fresh start in a the new year ….“New Year, New Me!”. Despite the best of intentions, we all
Sarah IrvingJan 11, 2023
When You’ve Had Too Much
The week between Christmas and New Years is always a bit of a strange feeling. Christmas decorations are still up as a reminder of the joyful season, families begin to disperse and head their separate ways, the most motivated start to plan their resolutions, and we all feel a lit
Sarah IrvingDec 28, 2022