DISRUPTORS ARE WHY WE HAVE A PLAN
disruptor
noun
A person or thing that prevents something, especially a system, process, or event, from continuing as usual, or as expected.
Disruptors are why we have a plan. A solid, holistic financial plan that accounts for how we hope the next several decades of life will go and how life may end up going, should the worst-case scenario happen (while also accounting for various shades of gray in between).
NORMAL’S JUST A SETTING ON MY DRYER
As we continue into the Spring season, we are reminded again that “Normal’s just a setting on my dryer” (as one of our older, "she's-seen-it-all" clients likes to say). To her point, there's been nothing normal about 2024 so far – Bitcoin, gold, and the stock market all at all-time highs through the end of the first quarter, a solar eclipse, the Francis Scott Key Bridge collapse in Baltimore, a sports-betting scandal, an impending and contentious presidential election only a few months from now, and who can forget about Taylor and Travis?
While this leap year keeps us on our toes, we are committed to keeping you informed and engaged in these dynamic times.
SIX EASY WAYS TO MAXIMIZE YOUR FINANCES
When the world around us feels increasingly out of control, our advice is to tune out the noise and focus on things you can control.
Drum up some extra cash, save for the future, and ensure your family’s financial security – below are six easy and actionable ways to maximize your finances.
3 TIMELEY DECEMBER IDEAS TO ACT ON NOW (Before It’s Too Late!)
As 2023 comes to a close, you may already be thinking about optimizing your finances and planning ahead for 2024. But don't count 2023 as over just yet!
Here are three last-minute ideas for December that can help you save money on taxes, make the most of your health and retirement benefits, and support your favorite causes.