Enhance Today | Enrich Tomorrow
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…
Red ink swept across the major asset classes in November, with one exception: US equities. The markets patiently wait this month to see whether the federal reserve will raise rates at their December meeting for the first time in many…
On this Thursday, December 10, Allison Berger, CFP® will participate in “Maximize your Money,” a NAPFA retirement webchat in conjunction with Kiplinger. This event offers free financial advice to consumers who may not otherwise be able to afford traditional financial…
It’s tax time again. No the filing deadline hasn’t changed, but tax planning done now could save thousands come spring of next year. 8 Steps to Reduce Your Tax Bill Running through these 8 steps can uncover tax saving opportunities that…
The recent Congressional budget resolution that eliminated two popular claiming strategies used to maximize Social Security benefits means that many couples might need to rethink their retirement timing or adjust their standard of living. If you are at or near retirement…
I recently received a call from a prospective client inquiring about our services stating that he recently had been giving more thought about his retirement savings after watching “a retirement documentary on PBS”. I was unfamiliar with what documentary he…
As Certified Financial Planners, an important part of our job is keeping our skills current through continuing education. Through membership with NAPFA we commit additional hours to education to keep our skills current and best serve our clients. To further…
October Bounce After a challenging stock market over the summer the markets soared in October with all global markets up between 6-8% for the month. What has changed since the end of September to cause this large one-month increase –…
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…
