Insights
Why You Need an Evolving Financial Plan
Financial planning is not a set-it-and-forget-it activity. Rather, financial plans are ever-evolving based on your changing life circumstances. Your goals and priorities may shift as
3 Tips for Evaluating Portfolio Performance
Building a portfolio is a big effort. It requires considering your goals, time horizon, and risk tolerance. Once that’s settled, you’ll have to choose investments
Prepare for 2022 Tax Changes in 2021
With Washington debating tax changes, here are a few topics we are reviewing with our clients. There have been many different versions of the pending
When is the right time to bring the family into your financial picture?
The answer: it all depends on your situation. However, when you plan intentionally, you can approach your situation with peace. Financial professionals get this question
Evaluating Your Executive Stock Options
As part of your compensation package, your company might offer you stock options to supplement your salary. While they can be a valuable form of
How Diversifying Your Portfolio Can Mitigate Risk
Risk is an inherent part of investing. After all, no one can control the losses or gains of a particular asset, sector, or the market
Rabbi Trusts Explained
Not just for rabbis, this trust punches above its weight to save small business owners money. Successful small business owners stand to enter the generational
Mega Backdoor Roth: What is it and why has this retirement strategy become so popular?
Congress is paying a lot of attention to the mega backdoor Roth, thrusting it into the limelight of the financial world. Would it be a
The 2021 Child Tax Credit: An Overview
The tax give-back for parents of young children is different in 2021 Every year, the Child Tax Credit reduces the tax liability of American parents.
Matthew Logan CFP®, AIF®
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