Category: Financial Planning

Madness in March: Market Volatility & Tax Season

As we dive into the heart of March Madness, the excitement of college basketball isn’t the only thing making headlines; the financial markets are also experiencing their own form of madness.

March 20, 2025 No Comments

Savings Strategies and Tax Refunds

Today we want to cover some timely discussions that we’ve had with clients recently, ranging from savings strategies and debt management to tax refunds and credit card spending.

February 13, 2025 No Comments

Where To Invest In 2025

Everyone wants to get advice or guidance when it comes to investing, and a recent Wall Street Journal article featured ten different experts’ predictions for 2025.

January 16, 2025 No Comments

Setting Financial Planning Goals for 2025

In this episode, Matt shares actionable strategies to refine your budgeting, transition smoothly into retirement, and maximize tax efficiency.

December 19, 2024 No Comments

Looking Ahead Post-Election

As we approach Thanksgiving, it’s hard to believe that 2024 is nearly behind us. With the end of the year comes a lot to look forward to- family, food, and of course, football. But there’s also another reason to celebrate this holiday season: the election is finally over.

November 21, 2024 No Comments

All Eyes on Interest Rates This Month

There’s a lot of anticipation surround the Federal Reserves meeting this month, and their decision on interest rates will have an impact across many different areas of financial planning

September 19, 2024 No Comments

The 2024 Mid-Year Check-Up

We’ve reached halftime for 2024 and it’s the time of the year when we like to check up on the finances with clients. Today we want to walk you through the conversations we’re having and the topics we’re covering in the office.

July 25, 2024 No Comments
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