Category: Financial Planning

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    Charitable Giving Strategies in a High-Income Year

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    Charitable Giving Strategies in a High-Income Year

    Tom Fridrich, JD, CLUⓇ, ChFCⓇ, Senior Wealth Planner  The end of the year offers an ideal opportunity to look both forward and back — reflecting on recent achievements, while setting goals for the upcoming months. For many of my clients, it’s also a time to review their finances and i …

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    Understanding Mutual Funds, Index Funds, and ETFs

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    Understanding Mutual Funds, Index Funds, and ETFs

    It’s common knowledge that investing in mutual funds, index funds, or exchange-traded funds (ETFs) can help build a diversified portfolio. These funds hold diverse baskets of securities, including stocks, bonds and other assets from real estate to derivatives. By investing your money in a v …

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    The Advantages of a Family Trust

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    The Advantages of a Family Trust

    Family trusts are an important tool for managing wealth across multiple generations. They can help you avoid the time-consuming and costly process of probate, keep your assets private, minimize taxes, and ensure that your wealth is distributed according to your wishes.

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    5 Charts Showing the Strength of the Labor Market

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    5 Charts Showing the Strength of the Labor Market

    Last Friday, yet another strong payroll report was released with the headlines stating payrolls grew 263,000 in September and the unemployment rate fell to 3.5%.

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    The Benefits of Donor-Advised Funds

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    The Benefits of Donor-Advised Funds

    As tax planning season and end-of-year charitable giving begin, it’s a good time to consider the benefits of donor-advised funds. Charitable giving has many facets, most notably as an oppor- tunity for you to support the causes and organizations that reflect your values. But giving is also …

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    Investing During a Bear Market

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    Investing During a Bear Market

    Lately, financial pundits seem to be constantly warning that a bear market is coming, arguing over whether one has begun or predicting when one will end. It’s less common for them to actually define one. From their ominous tone, you can tell it’s less appealing than its counterpart, a bull …

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    7 Things to Know About the Historically Strong Fourth Quarter

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    7 Things to Know About the Historically Strong Fourth Quarter

    “You make most of your money in a bear market, you just don’t realize it at the time.” —Shelby Cullom Davis We all blinked, and it is now October.  This can be a good thing if you’re hoping for some higher stock prices. As this great quote by Shelby Cullom Davis above explains, it is …

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    Stop Overlooking These Valuable Workplace Benefits

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    Stop Overlooking These Valuable Workplace Benefits

    Kevin Oleszewski, CFP®, Senior Wealth Planner It’s hard to fathom, but there are a lot of employee benefits that people aren’t using correctly — or aren’t using at all.

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    10 Answers to Questions About the Bear Market

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    10 Answers to Questions About the Bear Market

    2022 has been historically difficult for investors so far, and it’s likely you have questions. We’re here to answer some of the most common questions we’re hearing nowadays.

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    Your Most Common Social Security Questions Answered

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    Your Most Common Social Security Questions Answered

    Chances are good we’ve all felt a bit like Rachel on “Friends” when she peruses her first paycheck in bewilderment and says, “Who’s FICA? And why’s he taking all my money?”

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