Often, people believe that estate planning only benefits the very wealthy, but nothing could be further from the truth. It’s something everyone needs to engage in regardless of age, estate size or marital status. If you have a bank account, investments, a car, home or other property—you hav …
Kevin Oleszewski, Senior Wealth Planner For many parents, childcare can be their biggest monthly expense, and rising inflation hasn’t helped matters. Add in the cost of caring for aging parents? You’re likely spending a fortune on care.
Kevin Oleszewski, Senior Wealth Planner For many parents, childcare can be their biggest monthly expense, and rising inflation hasn’t helped matters. Add in the cost of caring for aging parents? You’re likely spending a fortune on care.
Karl Strube, Senior Tax Planner The transition from employment to retirement can be complex. For decades, you received either a regular paycheck or earnings from self-employment, and now that will slow or stop. To compound that, you’ll be taking money out of all these accounts after putting …
Written by: Scott Reynolds, CFP® & Wealth Advisor at FFR Wealth Team I love sports—just about all of them. But growing up in small town Canada, there were really only two seasons for me to participate in: hockey and baseball. My children, by contrast, seem to have endless possibilities …
All planning – but especially tax planning – should line up with your goals. You should never do anything solely because you’re going to get a tax benefit. Rather, you should always do things that tie back to your goals, with tax benefits being an added bonus.
Equity markets wrapped up a volatile week with a late-Friday surge that pushed the S&P 500 to a 0.8% gain. Each day last week experienced a swing of at least 2.25%. Ongoing concerns about interest rates, inflation, valuations, and geopolitical challenges are contributing to swings in the market.
