This week, the world watched Queen Elizabeth, one of the longest reining monarchs in history, be buried surrounded by family, friends, world leaders, and her beloved corgis. The amount of national and world history that she saw from her front
There is a lot of buzz on the streets about Roth IRAs / 401ks and whether that is the right investment vehicle. Well maybe not a LOT of “buzz”, but certainly enough to warrant some questions from our clients over
Once again, the market hung on every word that came out of Fed Chair Jerome Powell’s mouth, and while his comments were exactly what most expected, the market reacted as though continued Fed funds rate increases were a shock. Powell’s
This summer has been a challenging one, with quite a few family members, friends, and clients of ours all struggling with care challenges for aging parents, spouses, or friends. We’ve watched the struggle of figuring out how to let someone
Many of us are in the back to school swing. With education on our minds, let’s talk about why teaching kids financial literacy is important, and how to do it effectively! Speaking of good money habits, here are 6 impactful ways
Put aside inflation, the price of oil over the last year, and interest rates – something else has been on the rise… the strength of the U.S. dollar. I’m sure most of you have seen a headline referring to the
Vesting… you’ve heard the term, but do you know what it means? This term typically applies to employer-sponsored retirement plans (such as 401(k)s, 403(b)s, etc.). While all of the money you personally contribute to these accounts is yours to invest,
Happy Summer Solstice! I just returned from a wonderful week at Lake Michigan with my family. I love them dearly and a great way to look after them is to make sure I have beneficiaries named on my accounts. Beneficiary designations
As we addressed in our market volatility update yesterday, sometimes taking a break from all the news is good for our mental health and can be enough to give some perspective. There is a lot of information being thrown out
Lucy and Tyler’s blog last week on the financial implications of installing solar panels triggered quite a few follow up questions from our loyal readers! (Thank you to all of you who take the time to read our posts—we appreciate