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
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Get the Most from Social Security as a Divorcee
Sep 6, 2024
Dan Reiter, CFP®, CPA Divorce can be a challenging time, both emotionally and financially. However, it's important to know that you may be eligible
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
The Root of Post-Divorce Financial Security: 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." - Franklin D. Roosevelt This quote by Franklin D.
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
Maximize Your Impact: Strategic Giving Strategies for the Discerning Donor
Jun 11, 2024
Dan Reiter, CFP®, CPA For many, charitable giving is a cornerstone of a fulfilling life. It allows us to support causes we deeply care about,
Highlights from Marci Rossell's Economic Commentary
Jun 4, 2024
May 23, 2024 Dan Reiter, CFP®, CPA “The causality typically does not go from the economy being affected by the election but instead the economy
Three Current Investment Trends and Potential Mistakes to Avoid
Apr 25, 2024
Dan Reiter, CFP®, CPA The investment landscape is a dynamic beast, constantly presenting new trends and opportunities. While it's natural to want to