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Is There a Role for AI in Financial Services?
It’s hard to ignore. Wherever we turn, AI (Artificial Intelligence) is in our faces whether it is taking headlines in the news, using algorithms to make recommendations based off shopping or search history, correcting grammar in digital communications, tracking our sleep and/or f
Sarah IrvingJun 16, 2026
IRA Eligibility and Deadlines
As the tax filing deadline of April 15th gets ever closer, many savers are looking for last minute tax deductions to reduce their tax bill for the 2024 tax year. And, there may be some things you can still do prior to the filing deadline that might help. Tax Deductible IRA or SEP
Nathan GilbertApr 1, 2025In Light of the Recent Volatility
In light of the recent volatility (aka sharp decline), we thought we would send out a note highlighting some comments from others in our industry that we follow. We like the way they phrase things and the information they put out is always helpful to us. From a great blog from Mi
Nathan GilbertAug 6, 2024
Financial Literacy Month!
I’m a big fan of holidays. I inherited this trait from my parents, particularly my mom who always went above and beyond to make even the smallest of celebrations feel special. With a bulk of the “big” holidays behind us, I was excited to hear that this April celebrates the 21st a
Sarah IrvingApr 17, 2024
Now or Later?
With a new year comes new resolutions and for savers, new retirement plan contributions. For 2024, the employee contribution limits are as follows: IRA and Roth IRAs : $7,000 for those <50 years old, $8,000 for those 50 and older. SIMPLE IRA: $16,000 for those <50 years old, $19,
Sarah IrvingJan 24, 2024
CPI – But Prices Are Still High
We love hearing from our readers on suggestions for blog topics and most recently received a request to touch on a topic that we as consumers are all feeling – how can consumers weather an environment where higher prices persist and what is the effect of CPI on the economy and in
Sarah IrvingNov 15, 2023
Trick or Treat?
Happy Halloween! Maybe it’s just me, but I feel as though we have been celebrating this spooky holiday for days and I have been enjoying every moment of it. Festivities started last Friday and have been rocking on ever since, all culminating in tonight’s Trick or Treating for the
Kira TopekaOct 31, 2023
There’s Something Wrong with the World Today
When I realized it was my week to write the blog, I struggled with a topic because my heart is just sad. The news is scary and tragic, no matter what channel you are on. We’ve been talking to many of you, our clients, our friends, our peers, and there is just a lot of […]
Sarah YakelOct 25, 2023
Ch-Ch-Ch-Ch Changes (to tax rates)
Facing Financial Changes The first refrain of the song “Changes” by David Bowie contains some surprisingly apt lyrics for probable changes in tax rates: “Ch-ch-ch-ch-changes. Turn and face the strange. Ch-ch-changes. Don’t want to be a richer man.” Yes, there are some changes (an
Nathan GilbertMar 30, 2021Growing Old But Not Up
I am not the biggest fan of Facebook—I do recognize its value and admit to scrolling regularly to see what the rest of the world is up to, but generally I am not a huge contributor. However, this weekend, Facebook reminded me that two years ago, Milo looked like this: Two short y
Sarah YakelJul 17, 2018Hello Robo?
High on the list for “Most Annoying Things in Life” for many people is robocalls. They come in several forms, and while all of them are annoying, a few can be downright dangerous. Often, the calls are a solicitation of some kind, but sometimes an actual person is “voice phishing”
Nathan GilbertJul 10, 2018
Celebrate Good Times, C’mon…
In keeping with the song titles theme that Nathan started a month ago, this weekend was filled with graduation celebrations for many of us. Despite the gloomy rain, we enjoyed the one we attended yesterday. Pictures of the graduate from a tiny baby to a high schooler decorated th
Sarah YakelJun 5, 2018