Today we celebrate our clients Jesse & Casi S. We’ve asked them to share some lessons learned and insights about their financial journey with the aim of providing ideas and inspiration to
By Daniel Campbell, CFA For the first time in over 50 years, both stocks and high-quality bonds were down in 2022. The last time this happened was 1969, and the story is eerily similar to what we just
ByMatt Nelson, MBA, CFP® Planning IRA distributions can be a challenge, especially for non-spouse beneficiaries who inherit the account from a deceased loved one. Making this dilemma even trickier to navigate – as of 2020, most non-spouse beneficiaries
By Jonathan Scheid, CFA, AIF® Higher inflation not only impacts prices for goods and services, but it also influences government program benefits and the taxes we pay. Government officials use a re-calibration system when they pass many laws now, and that
With Thanksgiving in the rearview mirror, many of us are finalizing holiday shopping lists and making end-of-year medical appointments. But it’s also time to think about taxes. Yes, April is still four
Because the administration calculates the cost-of-living adjustment (COLA) based on inflation, we believe this year retirees could see their monthly benefits increase by an estimated 8%-10%—the largest percentage increase since the early
Just because nothing has changed for you does not mean you can forego carefully reviewing your enrollment options. It is likely that costs and coverages for your current plan have changed, even
If you miss your 7-month Enrollment Period, you may have to wait to sign up and pay a monthly late enrollment penalty for as long as you have Part B coverage. The
Many couples have a designated spouse who handles the family finances in the relationship. They meet alone with their financial advisor and make decisions that affect the lives of both people. While
Essentially, there are two phases in your adult financial life: accumulation and distribution. From your graduation through the collection of your final earned income paycheck, you are in the accumulation phase, during
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