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Blog

What Is the Sandwich Generation? The Challenges of Juggling Caregiving & Parenting

Navigating life as a middle-aged adult in recent years feels like juggling fire while walking a tightrope—intense and demanding. The mounting pressures aren’t just about looking out for number one; they’re about holding up multiple generations. Welcome to the “sandwich generation!” Picture this: you’re caught between aging parents who need care and kids who aren’t quite ready to fly the nest.

Wealth Planning Sep 6, 2023

Blog

Achieving Financial Independence: A Path to Freedom & Security

Everyone is searching for financial independence, but what does that really mean? For some, financial independence means jet setting around the world and buying expensive cars. For others, financial independence is being able to live your life without worrying about running out of money before you run out of breath.

Financial Planning Aug 23, 2023

Blog

10 Financial Considerations When Buying a Home

Companies and their employees have already been trending toward relocating from big cities with high rents and other issues. With the current housing and employment market, many have even greater motivation to relocate.

Financial Planning Jul 27, 2020

Blog

Is That Vacation Dream Home a Good Investment?

Vacation homes can be a great place to unwind, enjoy leisure time, and create lasting family memories. They can even serve as a secondary source of income if you rent them out when not in use. But after adding up all these considerations, are they really a good investment?

Investing Aug 15, 2023

Blog

What Are 529 College Savings Plans And How do They Work?

When you’re in the diaper-and-bottle phase of parenthood, saving for college tuition probably isn’t a priority. But maybe it should be. Given the rate at which college tuition is rising, a four-year public college will likely cost close to $200,000 in 18 years. With this high price tag, the earlier parents start saving, the better.

Tax Planning Aug 8, 2023

Blog

August 2023 Market Commentary

Executive Summary As the most aggressive interest rate-hiking cycle in recent history seemingly nears its final stages, economic activity is better than expected, bond markets are providing the opportunity to construct portfolios that generate higher yields, and equity markets are near all-time highs.

Investing Aug 7, 2023

Blog

Strategic Loan Repayment: Understanding Income-Driven Plans

The details of student loans may at first seem hard to grasp, but fully understanding them and the potential benefits they can offer is invaluable. With federal student loan payments set to resume in October 2023, understanding the four distinct income-driven repayment plans and how they may impact you in the long run can help you make the most prudent decision for both your family and your financial plan.

Financial Planning Jul 27, 2023

Blog

Love & Money: How to Unlock The Financial Advantages of Marriage

Getting married is a significant life transition. Lifestyle, time commitments, and long-term priorities can all shift when you tie the knot. And the same is true for finances—especially how you approach taxes. There are many tax advantages of marriage. Here are some of the top points our Roundtable™ team speaks to clients about when they decide to get married.

Tax Planning Jul 30, 2023