Financial Planning
Happily Irrelevant
Happily Irrelevant Written By: Kevin Reardon, CFP® In speaking with a couple who retired a few years ago, they commented they are ‘happily irrelevant’. That interesting comment couldn’t be left…
Read MoreLeveraging the Flexibility of 529 Plans
Leveraging the Flexibility of 529 Plans Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® 529 plans have quickly become the vehicle of choice for families saving for education goals.…
Read More“Thank You for Taking Losses”
“Thank you for Taking Losses” Written By: Kevin Reardon, CFP® In a recent client meeting, we reviewed the negative returns in the markets and explained that we recently realized losses…
Read MoreWhat is Happening with Inflation?
What is Happening with Inflation? Written By: Nick Ziarek, CFP®, CFA Inflation is everywhere you look: airfares, dining out, groceries (both in the form of price and shrinking packaging), and…
Read MoreFinancial Planning and Family Values
Financial Planning and Family Values Written By: Kevin Reardon, CFP® We all know that financial planning is more than just discussions about investments or retirement planning. It brings together complex…
Read More