Quarterly Comments – Inflation?
I’ve heard the word “Inflation” more in the last few months than in the past few years. Many younger people, some on my staff, have never heard the level of discussion around “Inflation” such as we do now. It seems appropriate then that some discussion is warranted here. First, for those of us who remember […]
Testing the Waters of Financial Planning
As fiduciaries, we’ve discovered over the years that the idea of financial planning can be intimidating for some. In people who fear they haven’t saved enough or should have started saving sooner, the idea of financial planning may even produce feelings of guilt, anxiety, or shame. For example: You’re currently doing well for yourself financially, […]
Building New Beginnings
Women BUILD Summer/FALL 2021 Current Build Day: Saturday, September 25th Do you remember racing home when something maybe scary or wonderful just happened? Do you remember wanting to share the fear and be comforted, or share the joy and be celebrated? Either way, home was and should be a place of security and mental or […]
In the Media
In a recent article by Tiffany Lam Balfour in NerdWallet, Linda P. Erickson, CFP® offers some insight into how careful planning and “intentional actions can help reduce roadblocks to financial health”. Read “How Women Investors Can Rewrite Their Financial Futures”
When is the Right Time to Plan for Retirement?
Just a few years ago, planning for retirement may not have been in the forefront of your mind. But the Covid years threw us all for a loop. During a global pandemic, our personal and professional lives have shifted. Our workspaces look different than they did prior to 2020, and our finances might look different, too. […]
Let’s Get Digital
A brief synopsis of our Spring Lunch and Learn exploring the latest digital tools available for clients which allow for sharing documents, checking account values, linking accounts and more…
A Roth IRA Can Be a Great Gift
What is a Roth IRA? Just to review – what is a Roth IRA? A Roth IRA is funded with “after tax” dollars, grows free of all income and capital gains taxes, and produces no income tax upon withdrawal. Sounds pretty good, doesn’t it? Most retirees, however, do not have much if any amount in […]
Quarterly Comments – Expansion or Explosion?
Why have markets moved up so dramatically in an environment of chaos, uncertainty, and severe economic distress? Next question might be: why has the bond market remained as relatively calm as it has in the face of extraordinary relief/stimulus money being injected into the economy? Everyone has an opinion, and the variance here is astonishing. […]
Spring Cleaning Your Estate Documents
Spring cleaning is more than just an expression- it’s time to review your essential documents like Wills, Trusts and Insurance Polices.
What a Year It Has Been!
Poised as we are on the close of 2020, I struggle to sum up in a few words where we are in the financial trends which direct (or impede) the direction of the markets and your portfolios. The objective of this quarterly communication, however, is to share the thoughts which have shaped our recommendations to […]