Financial Planning

Posted Feb. 20, 2020
The SECURE Act, or the Setting Every Community Up for Retirement Enhancement (SECURE) Act, was signed into law on Friday, December 20, 2019, attached to a year-end appropriations bill. While the changes may not be as wide-spread as the Tax Cut and Jobs Act (TCJA)...
Topics: Financial Planning

Posted Feb. 20, 2020
Being financially responsible is not always an easy task. We encounter financial decisions – like the following – on a regular basis, and it can be difficult to know which path will help us achieve our goals. How do we invest our savings? How much...
Topics: Financial Planning

Posted Feb. 05, 2020
Health care costs - premiums, deductibles, copays, and other out-of-pocket expenses – can be unpredictable and add up quickly. As such, it’s important to have an effective health care plan in place, and the IRS offers two strategies that can be taken advantage of: the...
Topics: Financial Planning

Posted Jan. 23, 2020
With our lives continuing to move further online, never before has so much of our personal information been so widely available. We hope that you’ve taken proper preventative measures to protect your personal information in this reality, and wonder if you’ve taken the same precautions...
Topics: Financial Planning

Posted Jan. 23, 2020
Super Bowl LIV will see the San Francisco 49ers square off against the Kansas City Chiefs in Miami, Florida on Sunday, February 2.  News outlets of every sort are filled with predictions of winners and point spreads. Sportscasters, meanwhile, endlessly debate the strengths and weaknesses...
Topics: Financial Planning, Yeske Buie Millennial

Posted Jan. 09, 2020
As financial planners, we are entrusted with one of life’s most precious and delicate subjects, money. And it’s no news to us or to you that discussing money, even with a financial planner, can sometimes be difficult. In fact, according to a 2014 Wells Fargo...
Topics: Financial Planning

Posted Nov. 27, 2019
According to the National Retail Federation, more than 165 million people are expected to shop the sales this weekend. With the explosion of retail emails, TV commercials, and paper ads that will inevitably catch your eye this weekend, it can be easy to overspend and...
Topics: Financial Planning
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