Sep 25, 2023 | Money, Planning
October is financial planning month. But what exactly is financial planning? The official definition from the Certified Financial Planner™ (CFP®) website is the following: Financial planning involves looking at a client’s entire financial picture and...
Aug 31, 2023 | Money, Planning
BY SAMANTHA VICCHAIRELLI, ASSOCIATE ADVISOR, ALEXIS ADVISORS There is so much information swirling around about pending updates to student loans. It’s enough to make your head spin! The Federal Student Loan pause, which was originally expected to last 6 months, has...
Jun 27, 2023 | Money, Planning
By James McIntosh, James McIntosh Coaching Here is a little-known fact about me. I am working on my second million. That’s right, my second million. My first million was a complete disaster. Hang on. Before I continue, what did you assume I meant with my question,...
Mar 24, 2023 | Money, Planning
By Lindsay Pickral, ThompsonMcMullan, P.C. As an estate planning and estate administration attorney, I often receive questions from clients who are concerned about the tax consequences of both passing assets to their intended heirs and inheriting assets at the death...
Jan 26, 2023 | Investing, Money
Before we get to the “elephant in the room,” let’s recap 2022. 2022 in Review 2022 was challenging on many fronts; the war in Ukraine, increased polarization between world leaders, and policymakers that appeared to be unsure of how to make the right decisions...
