Category: Financial Planning
Blog
Charitable Giving Strategies in a High-Income Year
Tom Fridrich, JD, CLUⓇ, ChFCⓇ, Senior Wealth Planner The end of the year offers an ideal opportunity to look both forward and back — reflecting on recent achievements, while setting goals for the upcoming months. For many of my clients, it’s also a time to review their finances and i …
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A Spin on End-of-year Checklists
By Jaymon Meikle, Wealth Advisor Does this time of year make you want to get everything organized for the coming year? The end of the year sometimes compels people to create checklists to wrap up and start the next year anew.
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What’s Your Plan for Retirement? Mine Includes Going to the Fair
By Jackie Heater – Director of Client Relations I had the opportunity to visit my hometown and take in the fair. Most people would think, “It’s just a hometown fair, so what’s the big deal?” But if you are from Putnam County, Unionville, MO, you know it’s a big deal!
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5 Charts Showing the Strength of the Labor Market
Last Friday, yet another strong payroll report was released with the headlines stating payrolls grew 263,000 in September and the unemployment rate fell to 3.5%.
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7 Things to Know About the Historically Strong Fourth Quarter
“You make most of your money in a bear market, you just don’t realize it at the time.” —Shelby Cullom Davis We all blinked, and it is now October. This can be a good thing if you’re hoping for some higher stock prices. As this great quote by Shelby Cullom Davis above explains, it is …
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Stop Overlooking These Valuable Workplace Benefits
Kevin Oleszewski, CFP®, Senior Wealth Planner It’s hard to fathom, but there are a lot of employee benefits that people aren’t using correctly — or aren’t using at all.
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What Would Your 80-Year-Old Self Tell You Today?
By Mike Gertsema, Senior Wealth Advisor Recently, a book by Susan O’Malley titled Advice from My 80-Year-Old Self, Real Words of Wisdom from Ages 7 to 88 caught my attention.
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10 Answers to Questions About the Bear Market
2022 has been historically difficult for investors so far, and it’s likely you have questions. We’re here to answer some of the most common questions we’re hearing nowadays.
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Your Most Common Social Security Questions Answered
Chances are good we’ve all felt a bit like Rachel on “Friends” when she peruses her first paycheck in bewilderment and says, “Who’s FICA? And why’s he taking all my money?”
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Blog
Claiming Your Social Security Benefits Early: When It May Not Pay to Wait
Ryan Yamada, CFP®, Senior Wealth Planner We’ve all heard the conventional wisdom when it comes to claiming Social Security: you should wait as long as you can before claiming benefits. Wait right up to age 70, if possible. After all, that’s when you would get the greatest monthly benefit.
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