Planning matters

Are you ready for your raise at 70½?

At the beginning of each year, we spend a lot of time talking with clients about their Required Minimum Distributions, or RMDs. So, what is a RMD and who does it impact?

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The World is Still Flat

The U.S. generates about 25% of global GDP, yet its share of world stock market capitalization represents over half the entire globe, a twenty-year high …

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Perspective on the Market

If you’re hearing the stock market news and thinking, “If I call, my planner is just going to tell me I’m well-allocated and to stay focused on the long-term, but boy that is a big drop”, you’re both correct and not alone. Downward movement in the market can be difficult to bear after we’ve enjoyed such a long period of relative quiet and strong returns.  For some, the market activity of the past week is bringing flashbacks to 2008…

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Competing For Jobs May Have Just Gotten Harder

Immigrants are relatively better educated when coming to America and the share of those with college degrees has nearly doubled over the last 20 years, further complicating the employment picture…

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The Benefits of Partnering With a Financial Planner

There’s a saying we often use around here—“A dream without a plan is just a wish.” —because nothing is truer when it comes to your finances. In fact, our whole business is built around helping our clients make financial decisions and a plan that will help them live out their goals. From there, we help…

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