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Virtual Townhall: 2022 Market Preview with Larry Swedroe

Nov 17, 2021
2022 Market Preview with Larry Swedroe Thursday, December 2nd, 12-1pm ET:Guest: Larry Swedroe, Chief Research Officer of Buckingham Wealth Partners Is there a path to investment success in 2022? 2021…

Other Ways to Fund a Roth Account

Nov 11, 2021
Even if your income is too high to contribute directly to a Roth IRA, you may still be able to fund a Roth retirement account. Here are three options to consider. Contribute to a Roth 401(k) at work. Roth…

Copper Leaf Financial’s Guide to Charitable Giving and New Fillable Worksheet are Now Available Online

Oct 27, 2021
Copper Leaf Financial’s workbook “Guide to Creating Your Charitable Giving Statement” was created to act as a guide for our clients. We use this guide to assist them with organizing their charitable giving…

Your Master List: A Guide for Your Family, Agent, and Executor

Oct 22, 2021
If you were to become incapacitated or die tomorrow, would your spouse, agent (the person you granted power of attorney), or executor be able to easily take over your financial affairs? Would they know…

Virtual Townhall: Trust Planning - What Every Family Should Know About Trusts

Oct 14, 2021
Virtual Townhall: Trust Planning - What Every Family Should Know About TrustsTuesday, November 16th12:00pm - 1:00pm EST Guest: Rebecca Halvorson, Senior Vice President and Managing Director of Business…

Planning Opportunities in Today’s Housing Market

Oct 13, 2021
Shelter, a general necessity of life, has yielded impressive gains over the recent past. Home pricesin major metropolitan areas are up an average of 18.6% over the 12 months ending in June (asmeasured…

7 Things to Know About Income Annuities

Sep 29, 2021
Will your retirement savings last as long as you do? One way to help ensure that they do is to use an income annuity to turn part of your retirement savings into a stream of income that lasts your lifetime. An…

Tax Planning Tools During Times of Uncertainty

Sep 27, 2021
There are tax consequences to virtually any financial move you make – whether it’s investing, saving, spending, donating, or accumulating. Those tax considerations have a direct impact on how much money…

The Tax Deadline to Contribute to Your 401(k) Plan is December 31st

Sep 15, 2021
As the end of 2021 approaches there is an important tax-savvy move that you can and should consider by year end. While contributions to IRAs can be made for the previous year up to the tax-filing deadline…

Kathleen Burns Kingsbury's Staff Picks for Breaking Money Silence® Podcasts

Sep 14, 2021
Our friend Kathleen Burns Kingsbury, wealth psychology expert and host of the “Breaking Money Silence” podcast, has asked her staff to choose their favorite Breaking Money Silence® podcasts of all times.…