Financial Planning for Empty Nesters
Congratulations are in order! You planned, saved money for education expenses, and now your child is off to college. But…
2025 Key Financial Planning Numbers to Know
As we approach 2025, it’s important to review some key numbers that could affect various aspects of your financial plan:…
Bonds Bounce Back
As a decade of low interest rates came to a rapid end, bonds did not act like themselves in 2022,…
Six Common Investment Mistakes and How to Combat Them
Investing is a powerful tool that can help build your wealth and secure your financial future. However, there are plenty…
40th Anniversary Q&As with Carl Holubowich and Chris Rivers
As part of our firm’s 40th anniversary celebration, we’re showcasing the stories of our principals as part of a video…
Cash is No Longer Trash: 7 Options for Parking Your Cash
A little over a year ago, interest rates were about as low as they could go. Now, it’s a different…
Why to Keep Saving for Retirement
Most of us work hard for several decades with the goal of someday being able to retire comfortably. But while…
10 Things to Do With Your Tax Refund
Hurray, you finished filing your taxes and are getting a tax refund! If you don’t need the money for essentials…
Retirement Savings Changes
Americans have been warned for years of an impending retirement crisis. In 2019, Boston College estimated there was a $7.1…
Why Retiring in 2022 Could be a Challenge and What to do About it
It’s a scary time for anyone who recently retired and for those about to. Stocks (as measured by the S&P…
How Insurance Fits in Your Financial Plan
One of the first steps in creating your financial plan is to identify your goals, their time horizons, and your…
Protect yourself: 10 ways to prevent identity theft
Identity theft is a growing problem in the U.S., and pandemic relief made it worse as identity thieves targeted relief…
Six Resolutions to Improve Your Finances in 2022
At the beginning of the year people make resolutions involving health, work, or family, but getting your financial house in…
Impact of Children on Your Financial Path
When thinking about your future, there are many factors and life choices you will have to plan and save for—whether…
Should I Wait to Start My Social Security Benefits?
Deciding when to begin taking your Social Security retirement benefits can be difficult because there are many factors to consider.…
Are You Better Off with a Roth?
While you might already be invested in an employer-sponsored plan like a 401(k), an Individual Retirement Account (IRA) allows you…
Is a Donor-Advised Fund (DAF) Right for You?
A donor-advised fund (DAF) is like a charitable investment account with the sole purpose of supporting organizations you care about.…
D.C. is a Financial Standout. Are You Making the Most of Your Career?
The politics of our hometown might get more headlines, but the economics of D.C. tell a story that’s just as…
Emergency Funds: Preparing for the Unexpected
Many people don’t understand the importance of establishing and maintaining an emergency fund until it’s too late. Are you financially…
The SECURE Act and its Potential Impact on Your Retirement
With the decline of traditional pensions, most of us are now responsible for saving money for our own retirement. In…
The Sneaky Way for High Earners to Add Money into a Roth IRA Tax-Free
When you are thinking about how to put your hard-earned dollars to work, it’s important to consider every option for…
Is Your Home a Good Investment?
Homes are wonderful and it is viewed as the most coveted part of the American dream. Owning your own home…