Blog
Building Success on the Fundamentals of Financial Planning
In my most recent articles, I wanted to start with some of the fundamentals. So, I’ve shared on creating a budget; teaching kids about finance; the power of compounding; just to name a few. As we go through each post together, I...
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Reality of the road to your goals
Courage is not having the strength to go on; it is going on when you don't have the strength. --Theodore Roosevelt Especially during challenging times our current realities are filled with ups and downs. Those ups and down can be...
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Roth IRA conversion- action today for a better future
Posted by Chuck Rose, CIMA®, CFP® & Kaysian Gordon, MBA, CFP®, CPA on Thu, 04/09/2020 A Roth Conversion, simply defined, is taking some, or all, of your pretax retirement savings and transferring to a Roth IRA account. To...
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Maintaining an appropriate timeframe
The recent market and economic response to the coronavirus has not only hit the financial markets hard, but also our personal day to day lives. This can cause stress for everyday savers as well as the most tenured professional...
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Tax Returns are backward looking, Tax Planning is forward looking
What you keep after taxes is paramount to your long-term success. Coordination of the many parts of your plan, with the professionals you trust, can deliver better outcomes. Please call us to discuss further and follow our progress...
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Your energy, your focus, your long-term success
Aligning your priorities and your focus can contribute to your long-term success. Even more important is working with your financial team to identify the things you can control that also matter. Please follow our progress this year as...
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What is Behavioral Finance?
(Pictured: the “Fathers of Behavioral Economics” Amos Tversky, left, and Daniel Kahneman, right.) Behavioral Finance is where the study of psychology meets with economics and finance. Recent studies, bestselling books from...
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Teaching Kids about Finances
I have a seven year old. She loves to spend. This is not something that has just started. When I took her to the stores when she was younger, she would ask to swipe and sign. She was between 2 and 3. This has not changed. She uttered...
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Budgeting Basics
The thought of creating a budget, or even thinking about a budget causes some people serious anxiety. Many of us hear the word budget and immediately think of “financial handcuffs” or cutting back on the things we love....
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