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Financial Planning

Home » Archive by Category "Financial Planning"
07 Jul
Financial Planning

Women: What You Should Know When Starting a Business

  • June 10, 2022
  • By author-avatar Karen Brock, CFP®
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Many businesses start small, begun by people seeking the exciting and potentially rewarding experience of "being their own boss" while doing somethi...

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30 Jun
Financial Planning

Financial Planning for Empty Nesters

  • May 23, 2022
  • By author-avatar Christopher Walsh, CFP®
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Congratulations are in order! You planned, saved money for education expenses, and now your child is off to college. But as you settle into your “empt...

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24 Jun
Financial Planning

Key Facts on Social Security and Medicare

  • June 10, 2022
  • By author-avatar Jim Trull, AIF®, CFP®
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Timeline For Retirement Benefits Eligibility Age 62 Eligible for social security retirement benefits If you elect to claim social security be...

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05 May
Financial Planning

Introduction to Capital Gains Tax

  • May 3, 2022
  • By author-avatar Karen Brock, CFP®
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For many investors, capital gains tax is among the more confusing financial topics. Yet a basic understanding of capital gains is key to building a fi...

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15 Apr
Financial Planning

Financial Guidance for Recent Widows

  • April 6, 2022
  • By author-avatar Jim Trull, AIF®, CFP®
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In a 2019 UBS Investor Watch Survey, nearly 68 percent of married women from around the world reported they believe they’ll outlive their spouse. And ...

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18 Feb
Financial Planning

Per Stirpes

  • February 16, 2022
  • By author-avatar Karen Brock, CFP®
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What Is Per Stirpes? Per stirpes is a legal term stipulating that should a beneficiary predecease the testator—the person who has made the will—the b...

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11 Feb
Financial Planning

Charitable Giving Planning Options

  • March 22, 2022
  • By author-avatar Christopher Walsh, CFP®
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Methods Benefits Other Considerations Direct Gift Simple Charity can put gifts to work immediately Another alternative: a gi...

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04 Feb
Financial Planning

Help Your Kids Get a Head Start on Saving with a Roth IRA

  • February 1, 2022
  • By author-avatar Christopher Walsh, CFP®
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Contributing to a Roth IRA is a highly efficient way to save for retirement. The earlier contributions are made, the more time savings will grow tax-f...

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21 Jan
Financial Planning

Understanding Advance Directives

  • January 17, 2022
  • By author-avatar Karen Brock, CFP®
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If you became seriously ill and could no longer communicate your wishes, how would you want to be cared for? Which treatments would you want and which...

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10 Dec
Financial Planning

Financial Planning After a Divorce: What Women Should Know

  • December 6, 2021
  • By author-avatar Karen Brock, CFP®
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The truth is, after a divorce, women tend to be hit harder financially than men. And, given that women experienced the highest rates of job losses in ...

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  • Who We Are
    • Our Story
    • Our Team
      • Jim Trull, AIF®, CFP®
      • Christopher Walsh, CFP®
      • Karen Brock, CFP®
      • Alexander Greer, CFP®
      • Alyssa Hanzl
      • Stephen Neubig
    • Our Process
    • Our Broker/Dealer
    • Our Community
    • Contact Us
  • Who We Serve
    • Young Professionals
    • Business Owners
    • High-Income Earners
    • Pre-Retirees
    • Current Retirees
    • Individuals In Transition
    • Real Client Stories
      • Retired
      • Nearing Retirement
      • Work Optional
      • Young Professional
      • Life In Transition
  • What We Do
    • Financial Planning
    • Wealth Management
    • Investment Management
    • Life Transition Planning
    • Second Opinion Program
  • Blog
  • Account Access
  • Let’s Talk
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