What Did You Expect?

What Did You Expect?

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

Three Important Questions

Three Important Questions

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

What does it mean to be vested?

What does it mean to be vested?

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,

Following Up

Following Up

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