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
Category: Financial Planning
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
Building The Foundation For Success: A Conversation With Mike Ricci
Join us as we explore the principles that have guided Mike Ricci’s journey and discover how you can apply these timeless lessons in your own life.
October 16, 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
Taxes, Life Insurance & Legal Documents
Each of these topics are essential to your financial plan, which is why we wanted to spend some time on them.
August 15, 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