What do I do with my money? Developing a savings plan to fund your goals

What do I do with my money? Developing a savings plan to fund your goals

Overview New to personal finance? Nicole Offerman and Rachel Moran can help you determine what to do with your money! Watch this webinar to learn more about the following: Identifying your priorities and time horizon Determining the required contribution needed to meet your goals Understanding the different types of accounts Developing a spending plan Determining […]

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What do I do with my money? Developing a savings plan to fund your goals
Latest on Proposed Tax Changes

Latest on Proposed Tax Changes

As you may know, the Biden administration released the latest proposal of major tax legislation on October 28th as the Build Back Better Act. Many of the changes we saw in the September 13th tax proposal are gone such as the updated marginal tax rates, the maximum capital gains rate of 25%, and changes to […]

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Latest on Proposed Tax Changes
A Bitcoin For Your Thoughts

A Bitcoin For Your Thoughts

The cryptocurrency market is a rapidly growing segment of the financial markets.  From its beginning 13 years ago with the invention of Bitcoin, it has grown to over $2.5 trillion dollars in market cap and over 6,700 cryptocurrencies.  While maybe even a couple of years ago it could be written off as a fad, as […]

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A Bitcoin For Your Thoughts
How To Talk To Your Parents About Their Financial Future

How To Talk To Your Parents About Their Financial Future

So your parents don’t want to talk about money. Search the internet, and you’ll find reams of material written about discussing family finances between generations, but it’s almost always from the perspective of an affluent parent or grandparent wondering when and how to reveal the extent family’s wealth to a young person. Or the stories […]

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How To Talk To Your Parents About Their Financial Future
Proposed Tax Changes

Proposed Tax Changes

As you may know, the House Ways and Means Committee released a draft of major tax legislation on September 13th. While it significantly scales back increases in previous proposals, it does add new ones. The provisions will most likely change before the final bill passes, however we are providing a quick summary of key points […]

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Proposed Tax Changes
Where to Begin When Saving for Your Child or Grandchild’s Education

Where to Begin When Saving for Your Child or Grandchild’s Education

As financial planners when one of us announces they’re expecting a baby congratulations are often followed by, “so when are you opening a 529 educational savings account?” College education is a big decision that we all have different takes on. Some people want to fully cover costs for their children, while others envision for it […]

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Where to Begin When Saving for Your Child or Grandchild’s Education
5 Ways to Stay Secure Online

5 Ways to Stay Secure Online

The world is becoming more and more digital where we have access to just about any information at the touch of our fingers. Think about how many times you pick up your phone or laptop on a daily basis and all the information that is stored on it – personal documents and information, account numbers, […]

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5 Ways to Stay Secure Online
Webinar: Maximizing the Post-Tax Value of your Inheritance Following the SECURE Act

Webinar: Maximizing the Post-Tax Value of your Inheritance Following the SECURE Act

Overview Rachel Moran and Brent Zackon discuss changes in the distribution of IRAs inherited by non-spouse beneficiaries following the SECURE Act and present a case study designed to demonstrate the impact of utilizing Roth Conversions to increase a beneficiaries’ post-tax inheritance. Watch this webinar if you’re interested in learning about the following: The impact of […]

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Webinar: Maximizing the Post-Tax Value of your Inheritance Following the SECURE Act
Health Insurance Coverage for Young Adults

Health Insurance Coverage for Young Adults

Are you or your child getting close to needing your own health insurance? Unsure of where to start? It’s normal to feel overwhelmed during the process of getting health insurance for the first time. There are ways to alleviate the stress and educate yourself in order to decide what health insurance plan is right for […]

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Health Insurance Coverage for Young Adults
What’s Past is Prologue

What’s Past is Prologue

The title of this article is a quotation of William Shakespeare from his play The Tempest. The phrase means that history sets the context for the present. By knowing what has happened in the past, we can determine appropriate courses of action for the future. Recency bias sometimes gets in the way of using the […]

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What’s Past is Prologue