Category: Financial Planning

What is Sequence of Returns Risk?

What is Sequence of Returns Risk? There are a number of risks when it comes to investing for retirement. Are you saving enough? Do you have enough time for your…
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What Does SECURE Act 2.0 Mean for You?

What Does SECURE Act 2.0 Mean for You? By Jake Preston Retirement emerges again as a bi-partisan issue in Congress. SECURE Act 2.0 was signed into law by President Biden…
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GOATs, Recency Bias, and Investing

Tom Brady is the NFL’s “Greatest of All Time”. Everyone from sportscasters to armchair-quarterbacks are touting Brady’s stats and records and labelling him as the NFL’s greatest ever player. Let’s…
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November 2022 Market Commentary – Generating Tax Alpha

Year-end tax surprises are no fun, and you may be surprised to learn that it’s possible owe capital gains taxes even though your account is down in value for the…
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How do you save for your kids’ college expenses?

How do you save for your kids’ college expenses? By Jake Preston The average cost of college in the United States per student per year is $35,551 in 2022[1], a…
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Introductory Guide to College Financial Aid

Introductory Guide to College Financial Aid By Colin Craig If you or your child are considering attending college in the next year or two, this post is for you. Because…
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Demystifying the FAFSA

Demystifying the FAFSA: A Simplified Guide to Filing Your Application By Colin Craig If you are a busy high school senior or a parent of a soon-to-be graduate, the college…
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4 Financial Retirement Questions to Ask Yourself

4 Financial Retirement Questions to Ask Yourself Retirement is a goal shared by people of all walks of life and profession. The idea of being financially secure and spending time…
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Watch Out for These Common Senior Scams

Watch Out for These Common Senior Scams In 2021, the Federal Trade Commission logged 467,340 fraud reports from people aged 60 and older for a total loss of $1,040,451,194[1]. These…
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The Estate Plan Documents Everyone Needs

The Estate Plan Documents Everyone Needs By Jake Preston   Estate planning is often pushed to the sidelines when it comes to crafting a comprehensive financial plan, probably due to…
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Is now a good time to do a Roth Conversion?

Is now a good time to do a Roth Conversion? by Jake Preston Periods of losses in the market are an inevitable result of investing. While certainly not enjoyable, downturns…
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What are I Bonds?

What are I Bonds? Recent high inflation has thrust Series I savings bonds, or I bonds, into the spotlight. If you haven’t heard of I bonds before, or only just…
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Finding Hope Despite High Inflation

Finding Hope Despite High Inflation Wednesday, June 15th, the Fed raised rates by another 0.75%. This is the largest rate hike since 1994 and indicates how seriously the Fed is…
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Fear and Volatility

Fear and Volatility The turmoil in the markets and the economy continues. On Monday, June 13th, the markets dropped with the S&P 500 closing down 3.9%. Recent numbers show that…
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Preparing for Your First Financial Planning Meeting

Preparing for Your First Financial Planning Meeting We’ve had the privilege of working with hundreds of individuals and families over the last 25 years; helping them reach their financial goals…
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