Planning

Diana Castro, CPA, CFP®, Associate Advisor It is the time of year when notifications for open enrollment for employer benefits, Medicare, health insurance marketplace, etc. start appearing in [...]

Chris A. Matlock, CPA, CFA, Chief Investment Officer & Ben McCue, CFA, Investment Research Analyst It’s hard to open a newspaper, turn on the TV, or read a corporate earnings report without [...]

By: Diana Castro, CPA, CFP® Associate Advisor Roth IRAs and Roth conversions tend to dominate headlines and talking points when it comes to retirement planning. Tax free growth! Tax free [...]

When it comes to the quality of the rest of your life and your legacy, back-of-the-napkin math is not good enough. The decisions you make now, can have lasting, long-term impacts, and we want to [...]

By: Chelsea A. Benoit, CFP® Associate Advisor  One can think of creating an investment plan as finding the best way to assemble the pieces of a financial puzzle. After deciding on the goal(s) of [...]

Saving for retirement is essential to financial freedom. Understanding your options sets you up to make educated decisions you can be confident in. That’s why we’re taking the time to help you [...]

Retirement savings can feel overwhelming. While it is important to do your research on which account types work best for you, we have gathered some quick, universal tips on savings for [...]

Student loans, a mortgage, car payments. We expect to see debt in our lifetime. However, debt should be temporary, not a lifelong payment. Making these adjustments can help set you on the right [...]

Graduation season is upon us, and we are sure many of you are beaming with pride in anticipation of your student hitting yet another milestone. Whether college is on the near horizon or still [...]

A good deed is a reward in itself, but it can also lead to a reward on your tax return. A donor advised fund (DAF) is a great way to meet your philanthropic goals and exercise tax efficiency at [...]