Expert Insight on Financial Independence for Women
The Women’s Guide to Financial Independence
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Are Volatile Stock Markets Good for Investors?
When the ups and downs of stock markets leave you stressed and wondering whether stocks really will help you pursue your long-term financial goals, there are a few things to remember: 1. Historically, over long periods, stocks have tended to move higher. For instance, at the start of October 1987, the Standard & Poor’s (S&P)…
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What Planning Issues Should You Consider At The Start Of The Year?
No time like the present to have a conversation about the various factors that can influence your personal financial planning. For example, you can: Take a look at your progress toward your goals, big and small. Consider any new goals you’ve set for yourself. Evaluate your insurance coverages to make sure your risks are minimized.…
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Ways To Save and Invest More in 2022
During January and February, we like to help clients identify proactive ways to start the year off right and save more. Perhaps you… Received a bonus or a raise and need guidance on how to save or invest the additional cash; Have a tax refund coming to you; or Want to consider ways…
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Why Tax Planning Matters
While often overlooked, robust tax planning is one of the most valuable pieces of a complete financial plan, and we are excited to offer it to you. WHAT IS TAX PLANNING? Tax planning refers to our review of your tax return to identify potential planning opportunities – both now and in the future. This is…
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Thoughts Before Funding a 529 College Savings Plan
Watching your college savings grow tax-free with a 529 college savings plan feels great, but failing to follow the rules could come with penalties and taxes that you’ll regret. To avoid that, take a moment to learn the basics. College costs have outpaced inflation. Looking back at the last decade, the 10-year historical rate of…
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Mo’ Money Mo’ Problems
These problems are of the first world variety so we can start off by being grateful for them. Now onto the “problem”. You are generous and want to give a trusted friend or family member some cash. Handing money over to a trusted friend or family member can (unfortunately) be more complicated than you want…
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4000 Ponce de Leon Boulevard, Suite 850 Coral Gables, FL 33146
Phone: 305-448-8882
Fax: 305-448-1326
Office Hours: Monday through Thursday: 9:00 am – 5:00 pm Friday: 8:30 am – 4:30 pm
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Pyramid Plaza, 3223 S Loop 289, Lubbock, TX 79423
Phone: 806-747-7995
Fax: 806-747-8569
Office Hours: Monday through Friday: 9:00 am – 5:00 pm
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10900 Northeast 4th Street, Skyline Tower, Suite 2300, Bellevue, WA 98004
Phone: 425-658-0466