This blog offers financial insight and guidance for our clients and prospective clients. We know that there are many times people feel overwhelmed by circumstances in life. The earlier someone can get their "financial house" in order, the better they will be. As the late motivational speaker Zig Ziglar once said, "Money is not important, but it does rank up there with oxygen." We want to keep you up-to-date in the financial world. Thank you for following our blog!
Qualified Charitable Donations
Want to Reduce Your Retirement Tax Bill? Consider Qualified Charitable DonationsDo you donate to your favorite charity’s yearly fundraiser? Do you give to your alma mater, church or other non-profit? You might want to consider...Read More
Living Trusts: Understanding the Basics and Key Considerations
Estate management can be a complex and daunting task for many people, but it’s a critical step in helping your assets get managed and distributed according to your wishes.One popular tool that can be used in estate strategies is...Read More
Trying to Time a Recession?
Economies move in cycles – always have, always willThe Federal Reserve has been steadily increasing interest rates in an attempt to slow the rate of inflation. Its efforts are yielding some results, although inflation remains...Read More
What Factors Have the Greatest Impact on Your Credit Score?
Fun fact: You probably have dozens of credit scores out there, and each one might be a different number.You’re probably familiar with a credit score, why it’s essential, and what it’s used for, but do you know how...Read More
Important Financial Considerations to Make When Remarrying Later in Life
Discussing personal finances is important for any couple preparing for marriage. However, this topic can be more complicated for those who remarry later in life.If you’re remarrying later in life, one of your goals should be to...Read More
Top Considerations to Help Adult Children Be Better Prepared As You Age
As we get older, it’s important that our adult children are prepared to manage any aging-related situations that may arise. This includes everything from having to make medical and financial decisions to determining assisted...Read More
New Contribution Limits for 2023
Tune in to hear Josh give a quick update on "New Contribution Limits for 2023"Read More
SECURE Act 2.0
Recent Changes to Retirement Rules You Should Know: SECURE ACT 2.0 Congress passed the second SECURE ACT (Setting Every Community Up for Retirement Enhancement) on December 23, 2022. What could this mean for you? There are more...Read More
Replay: "Not Another Market Update" Webinar
Are you getting bombarded by investment managers in the media offering their opinions on what the next year will look like? This isn't going to be one of those webinars! Tune in as SEM Portfolio Manager, Jeff Hybiak shares some brief...Read More