Category: Financial Planning

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

The Sky is Not Falling

Today we’ll share that intriguing conversation we had with a retiree in Florida who was fearful about the future of the economy and the dollar, which sets the stage for a deeper discussion on financial planning and investment strategies.

June 20, 2024 No Comments

Discussing Investing with a Young Client

Today we’re going to share insightful anecdotes from this recent meeting, where we talked about the underlying principles of planning, highlighting the importance of understanding risk, diversification, and keeping a long-term outlook.

May 16, 2024 No Comments

Life Insurance Questions and Our New Location

Life insurance is a product we get asked about all the time as people are trying to determine if they need to hold on to an old policy or even bother getting one at all. We get this question all the time and there have been a couple different scenarios come up recently that we wanted to bring to the show. So we’ll address those and go through the reasoning behind what we’ve discussed with clients.

March 28, 2024 No Comments
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