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Month: May 2023

Blog Tax Planning

It’s time for a spring cleaning — of your finances

The weather is warming, flowers are blooming, horses are racing, people are socializing — spring is in the air! The arrival of spring also means that it’s time to tidy up our homes, declutter, and spring clean. This season of rejuvenation presents an opportunity to extend our cleaning efforts beyond our home and into a different space: our finances. Just as we spring clean our homes, undergoing a spring financial checkup can bring a renewed sense of financial well-being.

Blog College Planning

With the debt ceiling looming, are your assets diversified?

I’m hearing from a lot of you who are concerned about the debt ceiling battle in Washington and what it might mean for you if the two sides can’t come together on a deal before the U.S. defaults on its bills. 

In my view, the whole rodeo is being blown out of proportion by the media as it floods us with what-if scenarios. There is a history of presidents having to work with a hostile opposition party in Congress when up against the debt ceiling. The only solution is for both parties to agree to raise the debt ceiling and then focus on a truly balanced budget.

Blog College Planning Financial Planning

Tending your financial garden: How hard work today will let you flourish when it counts

So much of gardening is the hard work and growth that takes place underneath the soil — feeding and nurturing our plants so they can build strong roots that will sustain them long after our work is done, allowing us to sit back and enjoy the fruits of our labor. Nobody ever comments on the roots, on the quality of the soil, or on the weeding we did that gave them room to grow. All they see is the beauty that lives above the dirt — the finished product.

Blog Retirement

Are you nearing retirement with a pension?

We’ve been talking a lot around here about the rise of interest rates and its effect on everything from markets to loans, but an under-discussed aspect of rate hikes is the effect on your retirement. 

Enjoy
the ride.

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