Tax Time - Tips to Consider to Cut Your BillBy Caroline M. Friedrich, CPA, CFP® The IRS announced that January 23 was the start of the 2023 tax season—or the date the IRS began accepting 2022 tax year returns. If you have yet to file, most taxpayers have until...
Achieving Financial Fitness“Finance is not merely about making money. It's about achieving our deep goals and protecting the fruits of our labor. It's about stewardship and, therefore, about achieving the good society.” — Robert James Shiller is an American...
By Caroline M. Friedrich, CPA, CFP® Finding a financial advisor can feel daunting. After all, your advisor will know all the details about your finances while helping you make significant investment decisions. You naturally want someone you can trust to communicate...
SECURE Act 2.0: Time for a Change“The measure of intelligence is the ability to change.” - Albert Einstein, theoretical physicist On December 23, 2022, Congress passed the Consolidated Appropriations Act of 2023. This 4,000+ page bill included the SECURE 2.0 Act of...
2022 Year End ReviewGuest Speakers: Apollo Lupescu, PhD, V.P. at Dimensional Fund AdvisorsDonald Nalls, CFP® Principal, The Nalls Sherbakoff Group, LLCT. Carson McLean, CFP®, Regional Director Dimensional Fund Advisors We are excited to host Apollo Lupescu, live from...
This Is a New Year“This is a new year. A new beginning. And things will change.”― Taylor Swift, American singer-songwriter The central drama of the past year—and likely of the coming year—was the Federal Reserve's belated but very aggressive efforts to bring inflation...
Rainy Day and Markets“Buy not on optimism, but on arithmetic.” – Benjamin Graham Of all the reasons for the ups and downs of quarterly stock market performance, weather is seldom given any credit—or blame. Of course, hurricanes or tornadoes, have at least a...
Many people approach retirement planning as if they will spend the same amount every year throughout their retirement. However, spending desires (and needs) change through time. Financial planners typically recommend you should plan on needing 70-80%…
With inflation reaching 40-year highs, you have probably seen the recent news headlines about I Bonds paying 9.62%. The surge in inflation has made Federal Series I Savings Bonds (I Bonds) significantly more attractive for investors. I bonds are offered via the U.S. Treasury Department….
Who Are the Happiest?“Those who are the happiest are those who do the most for others.” - Booker T. Washington, prominent African American educator, author, and leader, who founded Tuskegee Normal and Industrial Institute (now Tuskegee University)Individual donors...