Fourth Quarter Economic and Market Update
Oct 11, 2024
Dan Reiter, CFP®, CPA This article provides a comprehensive overview of the economy and market conditions in the third quarter. We'll discuss recent
Recent Blogs
Archive
Medicare Changes in 2025: Plan Now
Sep 30, 2024
Chris Goodwin, Insurance Pros This post was guest contributed by Chris Goodwin. Chris is the Owner and President of Insurance Pros, an insurance
Navigating Health Insurance Post-Divorce: A Few Key Options
Sep 24, 2024
Dan Reiter, CFP®, CPA The loss of health coverage can significantly impact financial stability and access to essential healthcare. This section
Four Steps to Begin Co-managing Your Aging Parents’ Finances
Sep 20, 2024
Ryan Noble, CFP® As our parents age, the need to assist them with their finances often becomes a reality. This process can be emotional, as it
Get the Most from Social Security as a Divorcee
Sep 6, 2024
Dan Reiter, CFP®, CPA You may be eligible for Social Security benefits based on your ex-spouse's earnings, even if you're no longer married. This
Financial Planning after Divorce: Five Steps to a Fresh Start
Aug 19, 2024
Cindy Richey, CFP®, CDFA Your divorce settlement has been finalized. So, what happens next? You may be feeling exhausted and relieved that the
Health Savings Accounts: A Triple Tax Advantage
Aug 13, 2024
Introduction Health Savings Accounts (HSAs) have emerged as a versatile financial planning tool offering significant tax benefits overlooked by most
Begin With Your Destination in Mind: A Comprehensive Financial Plan
Aug 2, 2024
Dan Reiter, CFP®, CPA "The only limit to our realization of tomorrow will be our doubts of today." This quote by Franklin D. Roosevelt perfectly
Taking Charge: Your First Budget After Divorce Part 2 – The Bucketing Method
Jul 26, 2024
Dan Reiter, CFP®, CPA This post is the second of a two-part series on building your first post-divorce budget and introduces the bucketing method.
Taking Charge: Your First Budget After Divorce Part 1 – A Step-by-Step Guide
Jul 19, 2024
Dan Reiter, CFP®, CPA Divorce can be an emotional rollercoaster, and on top of everything else, it can leave your finances feeling like a tangled
Third Quarter Economic and Market Update
Jul 10, 2024
Dan Reiter, CFP®, CPA The economic results in the second quarter have included a whipsaw of mixed signals between caution and confidence. One cause
Donor Advised Fund vs. Private Foundation: Choosing the Right Path for Your Philanthropy
Jun 11, 2024
Dan Reiter, CFP®, CPA When it comes to charitable giving, both donor advised funds (DAFs) and private foundations offer attractive options for those