Jan 6, 2023 | Financial Planning, Investments
Investing for the long term is key to achieving financial success. This means having a strategy for investing your money over time, rather than attempting to time the markets. Systematically investing has two primary benefits, including dollar cost averaging and also...
Dec 13, 2022 | Financial Planning
Giving appreciated assets instead of cash could be the most tax-smart move you can make with a donor-advised fund, but wait, there’s more… Did you know that donor-advised funds (DAFs) provide the most flexible and tax-smart way to give? And we’re offering some...
Nov 29, 2022 | Financial Planning
Here’s how planning ahead can help families afford it KEY POINTS High inflation will likely make the rising costs more difficult for many families to afford already expensive long-term care for ailing or elderly relatives. On average, long-term care costs $50,000...
Nov 25, 2022 | Financial Planning
Having a financial plan to address care is critical KEY POINTS About 61 million adults in the U.S., or 1 in 4, live with a disability, according to the Centers for Disease Control and Prevention. A new study by Fidelity found more than half of caregivers of loved ones...
Nov 18, 2022 | Financial Planning
Bear markets are a gift to long-term investors, and should be viewed as an opportunity rather than a setback. Bear markets are most difficult for investors who are near retirement or already retired, but it helps to “zoom out” and take a 30,000-foot view...
Nov 4, 2022 | Financial Planning
Several years ago my oldest daughter, Mattison, and I made the trek down to Liberty, North Carolina for her to have a day of skeet shooting instruction from Craig Kirkman. For those of you who do not know Craig , he is an 11 time world skeet shooting champion and...
