A New Administration Gets Down to Business January Recap and February Outlook A New Administration Gets Down to Business January Recap and February Outlook January seemed to go on forever, as the country faced extreme weather and devasting wildfires. The new administration got underway with a lot of sound and fury, particularly around …
https://youtu.be/5GuoHl_lR2k Summary In this conversation, Mark Struthers discusses the intersection of healthcare decisions and retirement planning, emphasizing the importance of being an active participant in both areas. He explores the themes presented in the book ‘Being Mortal’ by Atul Gawande, highlighting key questions that individuals should consider regarding their fears, hopes, and understanding of their …
Navigating Retirement: Insights from The Book ‘Being Mortal’ Read More »
Donor advised funds (DAFs) empower individuals and families to manage their charitable giving in a streamlined, flexible way. This control allows a giving plan to develop and change over time, while the assets themselves can continue to grow. Depending on who provides the structure of the DAF, there may also be benefits in due diligence …
Donor Advised Funds (DAF): A Powerful Tool for a New Generation of Giving Read More »
Employee stock options have increasingly become a piece of total compensation over the last few years, particularly for people employed in high-growth industries such as technology-related sectors. But what happens if a slowing growth picture results in your firm downsizing? With all the other things to worry about when your primary source of income goes …
Saving for retirement should be part of every stage of your work life, from your first job to your last years before retirement. A 401(k) or other similar employer-sponsored, tax-advantaged retirement savings vehicle is, for many people, the core piece of their retirement nest egg. The sooner you start, the better; however, as you move …
National 401(k) Day Is September 6: Are You on Track? Read More »
After a steep rate hike cycle in which the Fed raised rates eleven times between March of 2022 and July of 2023, for a total increase of 5.00%, rates have been on hold for the last six FOMC meetings as the Fed has assessed the success of the fight against inflation. With that battle likely …
Recalibrate Your Portfolio for a New Interest Rate Cycle Read More »
Managing Through an Unexpected Job Transition Getting laid off from a job upends almost every aspect of your world. Besides the financial impact, there may be emotional, psychological, social, and even physical implications. The goal is to turn a loss into a successful transition to the next stage of your career. Having this happen as …
Seniors & Financial Scams As a Gen X Sandwich Generationer, I understand the crucial role we play in our families’ lives. We are not just raising our own children but also guiding our Boomer parents through the challenges of aging, including the threat of financial scams. There’s a lot to think about, plan for, and …
Understanding Real Estate Investing: The Significance of a 1031 Exchange into a DST If you own real estate as an investment property, at some point, you may have considered selling your asset and replacing it with another property for any of several reasons. Typically, investors who do this often consider a 1031 exchange. This …
Understanding Real Estate Investing: The Significance of a 1031 Exchange into a DST Read More »
529 Plans and SECURE 2.0: More Flexibility The cost of college has skyrocketed, and it raises the question of whether the cost/benefit assumptions of a college education should be revisited. The Federal Reserve did just that, with a web feature called “The Labor Market for Recent College Graduates.” This is an interactive, consistently updated …
