Here are 8 facts for dealing with uncertainty this week. As we are calling each and every one of our clients, these are the thoughts I’m sharing. They might help ease your concerns, too. Not only are markets challenging our resolve, but people are disrupted by...
By Matt Starkey If you are like most of, it feels good to get money back when you file your tax return. Just like finding that $20 bill in your winter coat pocket from last year, you are free to use this unexpected bonus however you want. Many people immediately...
What to look for and what’s not important If you are shopping for a financial planner, you need a good checklist of questions to ask. You want someone who works for clients like you – and who is financially wise. If you are looking for an individual or firm to manage...
By Matt Starkey Do you have $400,000 ready for health care costs? When people plan for retirement, we often think about the stock market, potential returns, and what our future retirement expenses might look like. It may be pretty easy to calculate future expenses...
By Matt Starkey Have you experienced any life changes in the last year? If so, those changes may affect your tax planning. In fact, there’s hardly an aspect of your financial situation—savings, education, real estate, investments, retirement funding, or estate...
