The last ten years of fair-weather markets have spoiled us a bit, but storms do come, and they can be ferocious. Just as Hurricane Michael came out of nowhere, so did a stock-selling spree that shaved more than 5% from the S&P 500. We are...
https://youtu.be/EoR1ywvZhGA It's safe to assume that, short of an untimely end, we will all continue to age. And yet, as financial planners, our experience has shown us that most address the topic of aging in one of two ways: either by having a vague conversation about...
https://www.youtube.com/watch?v=k4JLxk0U8Us&feature=youtu.be Watch as we discuss what you should consider as you're making employee benefits elections for 2019 and get in touch with us if you have questions!...
One of the most important exercises in financial planning is laying out your priorities. A priority list and its order provide necessary guidance as to how we should best go about achieving our goals, and which ones are more important than others. The exercise is...
Health Savings Accounts, or HSAs, were created in 2003 through the Medicare Prescription Drug, Improvement, and Modernization Act. Early adoption was slow, but growth in recent years has been impressive as more and more Americans become familiar with their many benefits. For years, HSAs have been...
[caption id="attachment_9815" align="alignright" width="500"] LUMBERTON, NC - SEPTEMBER 15: Members of Colorado Task Force 1, on the swift water team, head out to check on residents during Hurricane Florence on September 15, 2018 in Lumberton, North Carolina. (Photo by RJ Sangosti/The Denver Post)[/caption] What an odd...
As Hurricane Florence continues endangering lives and destroying property, many of us wait in uncertainty, wondering how homes, boats, and treasured landmarks are faring. It's personal and emotional kind of uncertainty, the kind that can't be addressed by probabilities. But on the statistical side, the National Weather service...
On Sunday, this "news" came out that Geoffrey Owens--an actor who had a recurring role on The Cosby Show--was spotted working at a Trader Joe's somewhere in New Jersey, and then shamed for it. The sentiment seems to have been something like, "Poor Geoffrey. If only his former fame had...
My son, Jack, started kindergarten a few weeks ago. It was a big moment in his life and it was also a big moment in the lives of his parents. It’s when Emily and I started to surrender control of the child we’ve raised the...
As we prepare to host Brooke Daly and Lindsey Ringenbach of Advantage College Planning on September 13th at 7 PM, we invited them to prepare a guest post for our Friday Brief. Be sure to read all the way through then watch the video below...
