Financial Planning Blog

required minimum distributions
A Comprehensive Guide to Required Minimum Distributions
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Breaking News:  on December 23, 2019 the SECURE Act was signed into law. Among other provisions, this bill substantially impacts the rules surrounding Required Minimum Distributions. The new laws are summarized in red in each relevant section below. We have...
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Giving Tuesday 2019
’Tis the Season for Gifting – Giving Tuesday 2019 Edition
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Three simple charitable donation strategies to consider this Giving Tuesday (or before the end of the year) What better day than Giving Tuesday to re-run our charitable gifting blog from December 2018? Continue reading below to see three simple ways...
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money fears
Throwback Thursday: Conquering Financial Fear
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Happy Halloween! When it comes to money, do you feel more tricked than treated? Don't let managing your finances spook you more than ghosts, ghouls, and other things that go bump in the night. Money is a difficult thing to...
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virginia unclaimed property search
Lost & Found: The Unclaimed Property Program
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Few things in life beat reaching into an old coat and finding a crumpled up $20 bill Before you start digging into every jacket pocket or flipping over couch cushions, consider there might be an easier way to find lost...
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A Parent’s Guide to Paying for College Tuition
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Parents, it's college application season. Do you know all your options for covering tuition? The college admissions process is a stressful time for both students and parents alike. Seniors are laser-focused on SATs, essays, and applications, while parents are left...
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Tidying Up Your Finances with Taylor Hoffman (and Marie Kondo)
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Parents, we’ve got some great news: tidiness is cool. Grab your popcorn because this year’s viral sensation is a Netflix series entitled Tidying Up with Marie Kondo, which, as the name suggests, is a show about how to organize your...
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Federal Reserve Bank
Real-Time Money Transfers
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Coming to a bank near you in… 2023? It appears the U.S. banking system has finally decided to enter the 21st century. On Monday, the Federal Reserve announced its plan to develop a real-time, 24/7/365 money movement system that will...
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Did You Know? Naming a Beneficiary on Real Estate Holdings
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We love to hear your input! The idea for this blog came directly from a recent conversation with a client. If there are any topics you’d like to learn more about please let us know! Earlier this year we wrote...
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Ace Your Investments
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Four lessons from the pros to impact your portfolio. If you sampled the average conversation on golf courses around the country, you're likely to hear bold predictions on the break of the green and the break of the market. At...
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Saving for College: What is a 529 Account?
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It's 529 Day! As higher education expenses continue to skyrocket, May 29th has become the official day to raise national awareness for one of the most popular ways of saving for college: 529 Plans (so clever...May 29 = 5/29). These...
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