Top 5 Things You Need to Know About Probate
In late 2020, my mother was diagnosed with the big “C”. A ripple of emotions of surprise, sadness, confusion, anger rushed over me. After the initial shock, my mother was calm enough to know that she needed to get more organized. She owned multiple properties, various investment accounts, insurance, and personal property. The unpredictable health […]
Highlighting a Path for Young Investors
Last Friday I had the pleasure of joining my fellow advisors Katelynn Toth, CFP®️ and Stan Moiseev in hosting our annual Pathfinder Webinar. This event was tailored to younger investors, and we discussed the valuable topics of compound interest and savings benchmarks. The following is a summary of our event; don’t hesitate to share this […]
Honoring the Legacy of Cathie Straub: Businesswoman, Founder, Community Advocate and Friend
In Memoriam: Cathie Straub (1963 – 2023) It is with heavy hearts and immense gratitude that we pay tribute to one of our founders and my business partner, Cathie Straub, who peacefully passed away on September 1st after a long battle with cancer. As a pillar of our community and an invaluable member of our […]
Navigating the 2025 Tax Sunset: Key Insights You Need to Know
The year 2026 is poised to bring significant changes to the tax landscape, if no new legislation addresses a series of tax provisions collectively known as the “2025 Tax Sunset”. These provisions were introduced through various legislative acts and have had a significant impact on individual and business taxation. As the potential expiration date approaches, […]
Guest Author – Kevin Berry
Students are increasingly associating higher education with the burden of student debt, leaving students and parents searching for affordable alternatives or delaying enrollment. Fortunately, most degrees still pay out in the long run, and attending university can be a smart first step in a young person’s career path. The well-known risks and downsides of accumulating […]
Is now a good time to sell my iBonds?
With the increasing question regarding the longevity of inflation proof bonds or “iBonds” as a leader in the fixed income industry, building this reference point allows you to take this information and customize it for your unique circumstances. If one thing is for sure in this industry, it is that there are so many questions […]
The Waterfall Effect: A Savings Tactic
In a recent meeting, our co-founder, Laura Bruce, CFP®, described the ideal client that we serve. A common theme kept popping up – we work well with busy professionals. In addition to busy professionals that are mature in their career, we also work with busy young professionals, such as early career doctors, dentists, and lawyers. […]
Navigating Student Loan Repayment Planning
One of my favorite projects to work on as a financial planner is to help a client create a savings strategy. For some that means starting their first job and determining how much they should put towards their 401(k) vs. their Health Savings account. For others that might mean determining the path of least resistance […]
Three Reasons Why the Dow Doesn’t Really Matter
For decades, the Dow Jones Industrial Average (Dow) has been considered a bellwether of the U.S. stock market and a barometer of economic health. However, I want to shed light on the fact that the Dow doesn’t really matter as much as it is perceived to. In this article, I will discuss three compelling reasons […]
Thinking Beyond the Spreadsheet: Making Your Budget Work for You
For something that is so foundational to every solid financial plan, “budget” can often feel like a four-letter word. To many, the word “budget” evokes thoughts of what you can’t afford rather than what you can. Our job as advisors is to help our clients identify the goals and priorities that matter most, and to […]