blogs

Feel free to call your advisor whenever you have questions about financial planning and investing.

In the meantime, here are several issues of our "Family Wealth" blog we think you’ll find to be informative.

The various tax bracket percentages are shown over a wall-to-wall collection of dollar bills.

Tax Brackets Update

Week of November 20, 2023

A scientist looks through a microscope in a lab. Speech bubbles show complaints about Medicare.

Medicare Mania: Looking for a Cure

Week of November 6, 2023

A jack-o-lantern sits next to a pumpkin with an APR and one with a 15 on it. The title reads Tax Season Already?

Tax Season Already?

Week of October 23, 2023

A beautiful big Florida house on a canal, with palm trees. The title reads Moving Toward Florida Residency

Moving Toward Florida Residency

Week of October 16, 2023

Several people stand in a line looking at their cellphones. They each have callouts with numbers above them, and the title reads "What's Your Personal Inflation Rate?"

What's Your Personal Inflation Rate?

Week of October 9, 2023

A cartoon monster sticks its head up over a scary stock market trendline. The title reads Is the Volatility Monster Real?

Is the Volatility Monster Real?

Week of October 2, 2023

A man's hand moves one of several wooden blocks with checkmarks on them. The title reads Medicare Open Enrollment Checklist.

Medicare Open Enrollment Checklist

Week of September 25, 2023

A parachute with a money-covered gift hanging from it drifts downward toward a ground paved with bills. The title reads CAUTION: Soft Landing

CAUTION: Soft Landing

Week of September 18, 2023

A manicured hand grabs a handful of bills from a stack of cash with a stethoscope on it. The title reads: Meet IRMAA from Medicare

Meet IRMAA from Medicare

Week of September 11, 2023

A happy elderly couple sits on a park bench, oblivious of the huge hurricane behind them.

Hurricanes and Retirements

Week of August 28, 2023

A couple in their early 40s frets over books and coffee, cramming for an exam. The title reads: Cramming for College (Funding)

Cramming for College (Funding)

Week of August 21, 2023

A colorful 3D house in the center of cartoon radial lines emanating from it. The title reads The Power of Integrated Estate Planning.

The Power of Integrated Estate Planning

Week of August 14, 2023

The legs of a large group of marathon runners racing, with the years 2023 through 2029 along the bottom. The title reads: The 30-Year Retirement Marathon Challenge.

The 30-Year Retirement Marathon Challenge

Week of August 7, 2023

An influencer with a red dollar sign on his shirt pitches sneakers to his camera. A soaring stock chart is in the background. The title reads: Advisors or Influencers?

Advisors or Influencers?

Week of July 31, 2023

A sunny yellow stock chart climbs in front of a stormy background. The title reads "The Great Disconnect."

The Great Disconnect

Week of July 24, 2023

A businessman refuses a handfull of cash over a miniature bull. The title reads: Refusing to Ride the Bull

Refusing to Ride the Bull

Week of July 17, 2023

A new baseball sits atop a 3D pie chart. The title: The Perfect Portfolio Game

The Perfect Portfolio Game

Week of July 3, 2023

A chess board with extra pieces like a doctor and a piggy bank are in front of a faded image of a Rubik's cube. The title reads "Why is Medicare So Complex?"

Why is Medicare So Complex?

June 26, 2023

Several stacks of white books at increasing heights from left to right. The title reads "The Family Wealth Reader."

The Family Wealth Reader

Week of June 19, 2023

A golden bull in front of stock charts of the S&P 500. Title: Bullish on Long-term Investing

Bullish on Long-term Investing

Week of June 12, 2023

Retirement Update: SECURE Act 2.0

Week of June 5, 2023

a young couple sit with their cat by a campfire. behind them is a tent with a big license plate in front of it that reads: RETIRED

FIRE: A Long-term Play?

Week of May 29, 2023

Dozens of bundles of fifty-dollar bills pile up toward a glass ceiling

Kicking the Default Can

Week of May 22, 2023

Lots of doctors giving the thumbs up sign, and one thumbs down. The title reads "Is Medicare for You?"

Is Medicare for You?

Week of May 8, 2023

A squeaky-clean family poses for a family portrait. The title reads: Succession: Avoiding Real-Life Drama.

Succession: Avoiding Real-Life Drama

Week of May 1, 2023

Climbing Mount Interest

Week of April 24, 2023

A montage of people doing "bucket list" things. The title reads: Your Three Bucket Retirement Strategy.

Your Three Bucket Retirement Strategy

Week of April 17, 2023

A hand reaches for a chess timer next to a chess board. The background is all one-hundred-dollar bills. The title reads "Last-Minute IRA Moves."

Last-Minute IRA Moves

Week of April 10, 2023

A group of runners reaches the finish line. A clock at five minutes before midnight is in the foreground. The title reads: Eleventh Hour Tax Tips

Eleventh Hour Tax Tips

Week of March 27, 2023

A middle-aged man wearing a white sweather looks through binoculars at the sea. The title reads Navigating the Sea of Volatility.

Navigating the Sea of Volatility

Week of March 13, 2023

A series of basketballs bounces along a candlestick stock market chart. The title reads: March Madness and Final Four Investing.

March Madness and Final Four Investing

Week of March 6, 2023

A toddler sits in a toy rocking chair, smiling. The title reads "Early Retirement: Too Soon?"

Early Retirement: Too Soon?

Week of February 27, 2023

An abandoned old TV set sits on a deserted beach. The title is in the top right: Tuning Out Recency Bias when Investing

Tuning Out Recency Bias when Investing

Week of February 20, 2023

A happy senior woman prunes her roses. The title reads "401(k) Strategy: Don't Set and Forget."

401(k) Strategy: Don't Set and Forget

Week of February 13

A big red alarm clock is on the left, with stylized "April" and "18" calendar icons to the right. The title reads "Welcome to Tax Season."

Welcome to Tax Season

Week of February 6, 2023

A wooden toy bulldozers pushes coins across a field of money in the form of bills. The title reads "The Return of Cash."

The Return of Cash

Week of January 23, 2023

A nice house ruined by Hurricane Ian is in the background. Part of an IRS Form 1040 and a calendar strip that reads February 2023 are in the foreground. The title reads Tax Extensions After Hurricane Ian

Tax Extensions After Hurricane Ian

Week of January 16, 2023

The U.S. Capitol is in the background, with sacks of money in the foreground. The title reads: Omnibus Spending Primer.

Omnibus Spending Primer

Week of January 9, 2023

Four wooden blocks spell out 2023, with the zero being a target with an arrow hitting the bullseye. Behind this is a series of stacks of golden coins, increasing in height to the right. The title reads Financial Resolutions for 2023.

Financial Resolutions for 2023

Week of January 2, 2023

Two festive gift packages are in the left side of the image, on top of a red background. The title "The Charity Spirit" is in white on a green title bar.

The Charity Spirit

Week of December 26, 2022

A Grinch hand snatches a present from under a Christmas tree. The title: Holiday Scams: Beware!

Holiday Scams: Beware!

Week of December 12, 2022

Over a festive background of spruce needs and gold stars, a bright gold, inflated 2023 is on the left. On the right, a woman's hand is checking off boxes on a checklist. The title at the top right reads Financial Checklist for End of 2022.

Financial Checklist for End of 2022

Week of December 5, 2022

A doctor uses an iPad to explain something to a patient. An hourglass sits on his desk to the side. The title "Medicare Checkup Time" is above them and to the right.

Medicare Checkup Time

Week of November 28, 2022

A house of cards is shown in front of a pile of cryptocurrency coins. The title is at the upper right. It reads Why Financial Advisors Would Avoid FTX.

Why Financial Advisors Would Avoid FTX

Week of November 14, 2022

A happy couple in their mid-sixties sits at a picnic table. The title above them reads Why Medicare Still Matters.

Why Medicare Still Matters

Week of November 7, 2022

A couple listens intently to a financial advisor. A title appears above them: Inheriting Your Parents' Financial Advisor

Inheriting Your Parents' Financial Advisor

Week of October 31, 2022

Two trees with bright red foliage stand in the foreground, with a snow-covered mountain in the distance. The title "End of Year Tax Tips" is in white letters over a green bar at the top right.

End of Year Tax Tips

Week of October 24, 2022

The U.S. Capitol Building with bold numbers such as 2023 and 73 superimposed on the sky above it.

Retirement Legislation Update

Week of October 17, 2022

A man's hand moves up and down wooden game chips. The background is a word cloud about Medicare Open Enrollment for 2023. The title is at the upper right. It reads Medicare Changes for 2023.

Medicare Changes for 2023

Week of October 10, 2022

A giant hurricane is seent from space. The title "Planning for Future Emergencies" is at the upper right.

Planning for Future Emergencies

Week of October 3, 2022

A happy elderly man is at the side of a swimming pool, smiling at his watch. The title How to Time Your Retirement Planning is above.

How to Time Your Retirement Planning

Week of September 19, 2022

Prepare for a Soft Landing?

Week of September 12, 2022

A dad sends his daughter to her first day of school and a grandmother hugs her college graduate granddaughter. The background is wall-to-wall hundred-dollar bills.

Back to School: Educating Generations

Week of September 5, 2022

An elderly couple with VR goggles on seem oblivious to the volatile cryptocurrencies chart and wintery scene behind them.

Cryptocurrencies: Winter is Coming

Week of August 29, 2022

An energetic elderly couple hikes through the woods and laughs. Behind them is a word cloud about retirement planning and a title: Retiring with Confidence

Retiring with Confidence

Week of August 22, 2022

A white balloon with the word inflation on it is superimposed over the U.S. Capitol building

Inflation Reduction Act - A Primer

Week of August 15, 2022

The title Social Security's Shaky Future is at the upper right of a scary wooden footbridge over a river

Social Security's Shaky Future

Week of August 8, 2022

Over a background of green and red stock charts, a lot of fifty-dollar bills spread across the bottom of the frame.

Recession Much?

Week of August 1, 2022

An inset photo shows a hooded scammer or hacker and an innocent elderly woman is on a phone.

Scam Defense: A Primer

Week of July 25, 2022

A woman's hands cradle an egg with the word "Pension" painted on it. The title "Pension? What Pension" is in white on a green bar.

Pension? What Pension?

Week of July 18, 2022

An athletic hiker with a backpack runs along a rock ridge in the mountains. The title "In The Long Run... is at the top right.

In The Long Run

Week of July 11, 2022

A couple listens intently to their financial advisor, with an eerie forest in the background

The Baffling Mystery of Financial Advisors

Week of July 4, 2022

Headshots of George Washington, Thomas Jefferson, and Benjamin Franklin from their money portraits, with the title above: Wealth of the Founding Fathers

Wealth of the Founding Fathers

Week of June 27, 2022

A desk is covered with tax-related items: a calculator, paper forms, and a pencil

The New IRS Tax Rates And Deductions For 2021

A miniature model house stand in front of stacks of gold coins

Flipping Real Estate: Consider The Tax Consequences

Two business people discuss a succession plan for their firm.

Choosing A Retirement Plan For Your Business

A toy house sits in front of a backdrop of paint color samples

10 Projects to Help You Live in Your Home Forever

A golden egg sits on top of a next

A Quick Look At Roth IRA Conversions

The words Your 401 K New Peeking Policy appear as a title above an elderly couple trying not to peek at a wrapped present

Your 401(k): New Peeking Policy

Week of June 20, 2022

A retired couple enjoy a wild ride on a rollercoaster.

Watching a Rollercoaster

Week of May 16, 2022

The title Tax Time 2021 Returns appears in bold white text over a green background. On the right side is a 1040 tax form, United States Treasury check, and a dollar bill.

Time for 2021 Taxes

Week of February 7, 2022

Not everyone likes writing a bunch of checks, but when the IRS reduces your taxable estate every time you sign another gift check...

The Gift of Gifting

Week of May 2, 2022

The words Secure Tax Act Two Point Oh and Tax Law Update are shown over a photo of the U.S. capitol building.

Secure Act 2.0 - A Tax Law Update

Week of March 28, 2022

A big red hot air balloon is being inflated with flames, while a man's hand holds up a small red balloon in the foreground on the bottom right. The title is in white over a green bar on the lower left: Inflation? Not Even Close

Hyperinflation? Not Even Close

Week of May 30, 2022

Last Call for 2021 IRA Contributions

Week of April 11, 2022

A multi-generational family smiles in front of a beachfront background.

Investing for Generations

Week of June 6, 2022

A middle-aged couple shows great concern while looking at bills. A tag with Identity Theft and a fish hook is in the foreground.

Identity Theft - Where the Money Is

Week of April 4, 2022

A concierge doctor listens intently to a patient. Title: Concierge Doctors: Worth the Cost?

Concierge Doctors: Worth the Cost?

Week of April 25, 2022

A big five two nine and an equals sign are written in chalk on a school chalkboard. The title over this is 529: Plussing Up for Education

529 Plans: Plussing Up for Education

Week of June 13, 2022

A stock broker's monitor screen is superimposed on a heavenly sky

Afterlife of Stocks: Joint Ownership

Week of May 23, 2022

A toy house sits in front of a backdrop of paint color samples

10 Projects to Help You Live in Your Home Forever

A title at the top right reads Home Health Care: Part of the Plan? The photo is of an elderly woman and her daughter smiling and talking to a home health care advisor.

Home Health Care: Part of the Plan?

Week of May 9, 2022

A college professor smiles between two happy college grads waving their diplomas. The caption at the top right reads "Talking Financial Planning with a College Senior."

Talking Financial Planning with a College Senior

Week of April 18, 2022

A close-up of the Wall Street sign in the financial district of New York City

A Short Course In “Wall Street Speak”