Jan 31, 2020 | Financial Planning, Protection Needs
A look at the different options & strategies. If you have a child with special needs, a trust may be a financial priority. There are many crucial goods and services that Medicaid and Supplemental Security Income might not pay for, and a special needs trust may be...
Jan 31, 2020 | Financial Planning, Investing
Socially responsible investment strategies and you. SRI (Socially Responsible Investing), Impact Investing, and ESG (Environmental, Social, and Governance) Investing belong to a growing category of investment choices that use traditional investing practices to...
Jan 22, 2020 | Financial Planning, Retirement, Taxes & Financial Planning
The I.R.S. just increased the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan accounts for 2020. Here’s a quick look at the changes. -Next year, you can put up to $6,000 in any type of IRA. The limit is $7,000 if you will be 50 or...
Dec 5, 2019 | Financial Planning, Investing, Retirement
Encore Essentials: Mutual Funds In this article we will break down the basics of mutual funds and give you an overview of how they work and why so many investors like them! What Are Mutual Funds? A mutual fund is a company that pools money from many investors and...
Oct 7, 2019 | Financial Planning, News & Events
Sign up below to get updates sent to your inbox! In this month’s recap: The Fed cuts interest rates, the price of oil spikes, and trade negotiations between the U.S. and China are rescheduled. THE MONTH IN BRIEF September brought an economic event that was widely...
Sep 10, 2019 | Financial Planning, News & Events
Sign up below to get updates sent to your inbox! In this month’s recap: stocks descend as traders respond to the devaluation of the Chinese yuan as well as new developments in the ongoing U.S.-China trade talks; the price of gold rises, and bond yields fall. THE MONTH...
