Category

Financial Planning

Dealing with Uncertainty

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TL;DR: more cute dog pics below 😊   Over our 20+ years in the industry, my partner Sarah Yakel and I have heard the refrain ā€˜I’ll get out of the market now and get back in when things look better’ countless times. In the least accusatory tone possible, that is almost never the right thing […]

Money and Happiness

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The old adage of ā€œMoney Can’t Buy Happinessā€ has been tested in several high profile academic studies—the first major study was in 2010, when a paper was published that showed a correlation between higher household income and increased levels of satisfaction (happiness). That original study showed happiness

IPO FOMO

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Our dog Dude is a reeling ball of energy, not surprising given his breed as a Blue Heeler and their intuitive need to be constantly occupied with a job or a purpose. As of right now we don’t have any field animals for him herd, so by default he has latched onto our two kids […]

Contribute to Your Company Plan or IRA?

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Short answer: Likely your company plan. Feel free to stop reading now! 😊 If you are employed and covered by a 401k, 403b, 457b, TSP, or some other unnecessarily complicated number/letter combination (qualified plans), then you should maximize contributions to that plan prior to adding to your own IRA. Reasons: Ease

Musings

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What a difference a few months can make…with time, perspectives can change! From last quarter to this quarter, this happened: Bailey doubled in size. Here are a few other charts or images that caught our attention this past month and shifted or confirmed our perspectives: Large cap stocks returned to the top of the

The Halfway Point

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We’ve officially hit the half way mark in the year and as another parent pointed out, the half way mark of the summer as well. Last summer looked a lot different for everyone, so we are trying to make up for ā€œlost timeā€ and are squeezing in as many quintessential summer activities as possible without […]

Happy Belated Father’s Day (A Custodial ROTH IRA?)

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My family and I were on vacation last week at Bethany Beach, and as usual, it was a great and relaxing time. It was especially nice to see my kids and their cousins playing together after last year’s hiatus. I didn’t totally escape work and did have my laptop in tow (I avoided it as […]

FLORIDA! (And Master Planning)

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As I write this blog, the Yakel family is working our way down the Florida coast. We started in Hollywood, and now we are working our way towards Key West.Ā  From there, we plan to head up to Marco Island and then end our trip in Orlando. Sort of a little sampling of Florida’s attractions… […]

Emergency Fund 101

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Life happens Unfortunately, things can (and will) happen that seem to derail your plans or force you to hit the ā€œreset buttonā€ when you least expect. While we certainly wouldn’t wish some of life’s unpredictable events on anyone, we know that at times, some (or maybe all) of us will be thrown that curveball.
CRS & ADV I DISCLOSURES