Preparing Financially for the Birth of a Child

Preparing Financially for the Birth of a Child

Whether you’re pregnant, a new parent, or simply considering starting a family, there’s much to consider when planning for the arrival of a new baby. It’s no secret that kids are expensive, but with a little planning, you can feel confident and prepared for this big adventure!  We’ve identified a few considerations below, broken out […]

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Preparing Financially for the Birth of a Child

Diversification can feel disappointing

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Diversification can feel disappointing
Are Pet Insurance Policies A Good Investment?

Are Pet Insurance Policies A Good Investment?

We insure our cars, our homes, our lives, our collectibles, our livelihoods and our health. If we own high-end competition animals like race or show horses, we can also insure those animals – but should we insure pets as well? Pet insurance is now available from traditional insurance companies like Nationwide and GEICO, via agencies […]

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Are Pet Insurance Policies A Good Investment?

Irene Giman Impact 100 Member Spotlight

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Irene Giman Impact 100 Member Spotlight
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 College

Where to Begin When Saving for College

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 College