Enhance Today | Enrich Tomorrow
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…
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…
I recently wrote about our decision to move across town seeking shorter commutes and more time together as a family. The process was an emotional and financial roller coaster and a good reminder of many aspects of investing. Risk/Reward In…
So you’re fresh out of school and looking forward to contributing as a new hire to your firm. During the orientation process they hand you an election form to determine how much you would like to defer to your retirement…
All major equity asset classes are negative for the month and YTD as we have seen increased volatility the last few months as discussed in our last month’s outlook. Investors need to realize the recent volatility we are experiencing is…
If you’ve ever had questions about gifting and how much you should give, this post is for you. Here are five of the most asked questions we hear around making gifts. Am I financially able to make a gift? If…
