Financial Planning
When Can I Start Filing Taxes?
HOLD…HOLD… As the calendar turns to 2025, many people immediately start to think about filing taxes. While it’s generally a good thing to avoid procrastination (I tell myself…), your 2024 tax filing may be an exercise in patience for some… If you are one of those very organized p
Sarah YakelJan 14, 2025
Tax Changes for 2025
Happy New Year! Let the new year resolutions begin! It’s always nice having a fresh start at the beginning of the year with new goals to work towards and a feeling of excitement around what’s ahead. To help set you up for the strongest start to contributing to your savings and in
Dan FortunatoJan 6, 2025
Top Financial Headlines of 2024
In honor of all of the year-in-review lists that are coming our way as we near the end of the year, we wanted to go over some of the top financial headlines of 2024. While this is not an exhaustive list, it does highlight a lot of what was on investors’ minds. It might not […]
Nathan GilbertDec 20, 2024
What Happened to Your High-Yield Savings Account?
It’s never pleasant to get a notification from your bank informing you that the interest rate on your high-yield savings account is decreasing. But, it is becoming more common. According to the FDIC, the national average interest rate on a traditional savings account is 0.45%, wi
Kira TopekaNov 14, 2024
What Elections Mean for the Markets
Did you hear there was an election coming up? I think I drew the short straw in the rotation of blog writing when I ended up with the investing-in-an-election-year topic. Nonetheless, it is probably the most common question we are getting from clients and prospects right now. Sho
Nathan GilbertOct 29, 2024
Estate Planning: Understanding Inherited IRAs and the SECURE Act
With October being Estate Planning Month, we wanted to address IRAs (individual retirement accounts). Until the SECURE Act, IRAs were relatively easy to incorporate into an estate plan. As long as beneficiaries are named after the IRA owner dies, the assets are automatically and
Sarah YakelOct 21, 2024
Estate Planning Essentials: Documents You Shouldn’t Overlook
As we reach the halfway point of National Estate Planning Awareness Month, it’s a great time to revisit the key documents that should be included in any comprehensive estate plan. While trusts are essential (as Nathan discusses in detail here), wills, powers of attorney, and heal
Kira TopekaOct 15, 2024
Handling an Inheritance: From Grief to Guidance
As I was writing this week’s blog, I realized that my last one was also about a sensitive topic (divorce), so I promise my next one will be a LOT lighter! Nevertheless, navigating the loss of a loved one and in turn, inheriting assets can be both a financial blessing and an emoti
Sarah IrvingOct 9, 2024
Happy Estate Planning Awareness Month!
It seems like anything and everything has a “month” these days. A quick Google search reveals that October is Breast Cancer Awareness Month, Cybersecurity Awareness Month, Polish American Heritage Month, National Learning and Development Month. October also contains World Mental
Nathan GilbertOct 1, 2024
Divvying Up Assets in Divorce
One of the most wonderful parts of my job is getting to celebrate so many positive life-changing moments with our clients like graduations, marriages, babies, new dogs, long-awaited retirements, the list goes on. While it’s wonderful to get the chance to celebrate these alongside
Sarah IrvingSep 17, 2024
Understanding Your Employee Benefits: A Post-Labor Day Checklist
For many, Labor Day is part of a long weekend packed with parties and barbeques, marking the unofficial end of summer and the last day to wear white until next year’s Memorial Day. The holiday, however, has deeper roots, stemming from the late nineteenth century when labor activi
Kira TopekaSep 4, 2024
Diversification: Free Lunch Anyone?
Harry Markowtiz, the Nobel-winning Pioneer of Modern Portfolio Theory, was quoted as saying that “diversification is the only free lunch in investing.” Properly diversifying may not always feel “free.” We tend to joke that in a diversified portfolio, there will always be somethin
Sarah IrvingAug 13, 2024