Each year, the period between Labor Day and New Year’s Day can feel like a full-on sprint. And I’m not just talking about how quickly the seasonal aisles turn over from one holiday to the next. From the headlines to the deadlines, this time of year can feel like a whirlwind. Topics this month include the value of staying the course with our financial plans, simplifying the sometimes complex landscape of college savings, and a fascinating conversation about the definition of work, especially in a post-retirement landscape.
Volatility: You Trained For This
When market ups and downs have you worried about your long-term financial goals, remember—you’ve trained for this!
Pandemic Pivots: Now What?
If the pandemic has proven anything, it’s that life-altering occasions have the potential to uproot even the firmest of financial plans. Why? Because reminders of what’s most important to us can and should trigger reevaluation of our plans for the future.
College Savings Decision Tree
Feeling overwhelmed by your college savings choices? It’s no wonder—there are myriad options, and which ones are a good fit will depend on your specific circumstances. If you’re in the process of deciding on an education savings path, let this decision tree help guide you!
When it Comes to Estate Taxes, Are You a Smaller, Baller or an Aller?
With changes to the estate tax landscape potentially on the horizon, it’s natural to wonder how to make the most of current law and prepare for what could be ahead.
