Long Live Tax Season: Tax Planning Year-Round
Long Live Tax Season: Tax Planning Year-Round We’re coming to the end of tax season, but that doesn’t mean we should stop thinking about taxes. […]
What Are Your Biggest Financial Concerns?
It goes without saying that you play a crucial role in making the decisions that will determine whether you will achieve your financial dreams. That’s […]
What is Your First Money Memory?
Dr. Sonya Lutter, Ph.D., CFP, LMFT, often asks her clients about their first money memory. She once had a couple sculpt their first money memory […]
Making Wealth Management Decisions as a Couple
When making decisions about your wealth and finances, how often do you and your spouse (or partner) work together as a team to arrive at […]
When Financial Uncertainty Rears Its Ugly Head
Major unexpected challenges can occur at any time. A sudden job loss, a terminal diagnosis or death, a lawsuit directed at you, or a disaster […]
The Inflation Facts of February 2023
Given this week’s unsurprising data (to us at least), we expect interest rate increases to continue with additional 0.50 or even 0.75% increase(s) because the […]
Do You Need a Personal Umbrella Policy?
One night, your son borrows your car to go out with friends. While speeding down a road, he loses control—killing one passenger and seriously injuring […]
October 2022 Econ Update
We like to follow personal consumption, business investment, and home building, combined, which is called our “core” GDP. The problem is that although overall real […]
Student Loan Debacle
The Dow Jones Industrial Average fell more than 1,000 points on Friday, caused apparently by Fed Chairman Jerome Powell’s attempt to use a brief speech […]
Wealth Planning for Age 90, 100—and Beyond
Thanks to medical technology advances, we’re living longer and in better health than ever. Some experts—like Harvard University Professor of Genetics David Sinclair, author of […]