Enhance Today | Enrich Tomorrow
We spend a lot of time researching topics and discovering opportunities that our clients should be thinking about. Many of these include ways to better optimize your financial situation so that it is structured as efficiently as it can be…
During our first meeting, a 55-year-old couple asked, “How do you think we’re doing for people our age? Are we saving enough?” This is a good question, one I’m often asked. People want to know how they measure up. They…
It’s autumn, which means that football season is in full swing, the leaves are turning colors, and employees throughout the country are taking part in open enrollment. Many are deciding, among other choices, whether to select a health savings account (HSA)…
Maybe you’ve had a similar conversation. While listening you hear, “I got a flier in the mail inviting us to a free lunch where we can hear how to get a guaranteed X% return on our portfolio.” I also remember hearing the wisdom from…
Do you remember how you felt upon finding out you were having a baby? Our journey began 5 years ago. We were filled with the excitement of all new parents. My wife even recorded my reaction when she told me she…
What is the best advice your parents gave you? There’s probably a long list to pick from – good and bad. But now that I have my own children, much of their advice seems to be resurfacing for me. This includes the…
Budgeting works best when it becomes a regular routine. It can be hard at first, but knowing where your money goes is a critical part of understanding your complete financial picture. Here are a few tips to think about when creating and managing your budget.
The stock market rise has put stock options front and center. Just like in previous booms, companies are trying to attract talented workers by granting them an option to buy company stock at a low price, which workers can sell…
Planning for your demise ranks up there with enjoying a root canal. Even for financial planners, making decisions surrounding our own passing is challenging. Maybe you’ve experienced a similar situation in your own estate planning conversations. Our conversations started with the…
HSA. For some, those letters look like the word “has” that was missed on the auto spell check. Actually, it stands for a health savings account and is a tax triple threat. Meaning, you get a front page tax deduction when depositing…
