Oct 4, 2024 | Estate Planning, Financial Planning, Retirement, Uncategorized, Weekly Financial Thought
Blog Roth IRA Considerations for the High-Income Earner Firstly, I’m amazed we are already in October! It seems like 2024 just started, but alas we are only 3 months away from entering a new year. As we think about how quickly time flies, it’s good to...
Sep 27, 2024 | Financial Planning, Issues that effect todays Market, Uncategorized, Weekly Financial Thought
Blog “The Fed Cut Rates…Now What?” Please enjoy this recent article from Pramod Atluri at Capital Group The U.S. Federal Reserve has finally arrived at the rate-cut party. Officials at the central bank lowered interest rates 50 basis points to 4.75% to 5.00%, the...
Sep 13, 2024 | Congress, Issues that effect todays Market, Uncategorized, Weekly Financial Thought
Blog “Stock Markets and Presidential Elections” While our post this week might not directly assist you in your quest towards financial independence, it’s still interesting to see how finances can play into so many aspects of our world. If 2024 hasn’t already been...
Aug 30, 2024 | Financial Planning, Student Loans, Uncategorized, Weekly Financial Thought
Blog 529’s are no Longer Just for College 529 savings plans used to be something you saved in ONLY for future college expenses. While that still might be the majority of the reason that someone would save money into a 529 plan, it certainly doesn’t tell the...
Aug 23, 2024 | Estate Planning, Financial Planning, Retirement, Uncategorized, Weekly Financial Thought
Blog Caring for Elderly Family Members Often referred to as a “sandwich generation” there are many adults these days that are caring for both their own children as well as aging family members. Whether you have kids of your own, or they are already grown and...
Aug 16, 2024 | Housing, Weekly Financial Thought
Blog Housing for 2nd Half of the Year At the beginning of the year we put out a 2024 housing outlook that First Trust published. In that report it talked about how unique 2023 was for housing but also an expectation for home sales to pick up in 2024 with expected...
