What to Do About Inflation’s Impact on Your Finances
By Craig Lemoine, Director of Consumer Investment Research Suppose last year you went grocery shopping and filled your cart with $100 worth of items. This year, you went to the same store and bought the same items – this time, the bill rang up at $107.50. The difference of $7.50 re …
Five Reasons Your IRA is Deflating, and What to Do About It
By Craig Lemoine, Director of Consumer Investment Research Stocks, bonds and mutual funds have had a rocky start to the year. The S&P 500, a broad measure of the United States stock market, was down 4.6% over the first quarter. Mutual funds holding stocks and bonds have also lost value. …
What is the SECURE Act 2.0? Key Takeaways from the Latest in Retirement Legislation
By Jamie Hopkins, Managing Partner, Wealth Solutions The next wave of retirement planning reform is headed for shore.
Provide Parents Help While Taking Care of Yourself
Beth Schanou, Senior Wealth Planner Finances can be difficult to talk about – especially with your parents when they need your financial help.
Planning for the Rising Cost of Dependent and Child Care
Kevin Oleszewski, Senior Wealth Planner For many parents, childcare can be their biggest monthly expense, and rising inflation hasn’t helped matters. Add in the cost of caring for aging parents? You’re likely spending a fortune on care.
Trends to Watch Out for in Q1 2022
We’re in a pretty interesting juncture in the markets. As we kick off the third year of the COVID-19 pandemic, the omicron variant is spreading across the country.
As Holidays Near, a Reminder That Being Kind is Free
By Bruce Eisenhauer To say it has been a year of difficulties would be true, but a bit of an understatement. We have experienced a lot of division, miscommunication, misinformation and purposefully misleading statements by people of power, as well as big businesses pushing their agendas.
Expand Your Charitable Reach
As a kid, Zachary Conway’s financial advisor father tried to instill good savings and charitable habits. Conway, founder and CEO of Seeds Investor, recently told the Framework podcast team about how that worked. When he got his monthly allowance, he divided it up among several containers: o …
Drawing Life Lessons from Funerals: How Planning for the End Can Make the Journey More Fulfilling
By Dail Meikle Have you ever attended a funeral? Well, of course you have.
Most Changes to Personal Taxes, Retirement Plans Dropped from Build Back Better Act
By Jamie Hopkins In September, I covered the proposed tax plan released by Democrats on the House Ways and Means Committee, which would help pay for the $3.5 trillion Build Back Better Act through changes to corporate, personal and other taxes, as well as retirement plans.
