Broker Check

Blog

Thursday, June 1, 2023

Pride Month is here! All month long, people across the country are planning parades, events, and other community gatherings to celebrate the LGBTQ+ community.For this entire month, we honor our collective rights to live freely, love...

Friday, May 26, 2023

The clock is ticking on US debt ceiling negotiations. Treasury Secretary Yellen informed Congress that cash balances are estimated to run out by early June, the so-called X-date. With the deadline fast approaching, markets are sending...

Friday, April 28, 2023

Whether beginning your investment journey, saving for a major purchase, planning for college, or funding your retirement we will help to track and realize your financial wishes. Working together, we’ll review your objectives...

Wednesday, April 26, 2023

We're so excited to announce our new Tax Planning Services! New planning tools have been introduced to our industry in recent years that allow financial advisors to review a client’s information in light of current tax rules.

Monday, April 10, 2023

One of the best places to start planning is by figuring out what you'd like your future to be! Try a visualization exercise and write down specific goals. This is important not only in articulating your thoughts, but clients have...

Show All

Wednesday, April 5, 2023

Birds singing, bees buzzing, and slightly longer days are all signs that winter has finally turned to spring. And with spring often comes the urge to deep clean your home, giving you the feeling of a fresh start. But spring cleaning...

Friday, March 24, 2023

Over the last two weeks, the banking system experienced stress not seen since the 2008 financial crisis. Today, the Fed raised the Fed Funds Rate by 0.25%. Fed Chairman Jerome Powell emphasized the resilience of the banking system...

Monday, March 20, 2023

Recent developments in the U.S. banking sector have a lot of people thinking back to the unprecedented events of 2008 and questioning the stability of well-known financial services organizations. It is natural to have concerns during...

Thursday, March 16, 2023

What a week it's been! We're getting lots of questions about FDIC insurance, the SIPC protection program and similar programs offered for insurance and annuity products. Here's a quick summary of it all. Please click the link for...

Wednesday, March 15, 2023

In partnership with HerMoney, a digital media company, started by personal finance expert Jean Chatzky, focused on improving the relationships women have with money, the Alliance released the fifth chapter of new research, The State of...

Wednesday, March 1, 2023

Periodically, we'll be providing a flowchart with answers to the questions we most get asked! If this topic doesn't pertain to you at this time, stay tuned, more frequently asked questions will follow.

Wednesday, February 22, 2023

Over the last month, we’ve been proactively connecting with our clients by phone, Zoom meeting, and via a client survey.

Monday, February 20, 2023

I rolled over assets to an IRA. Will I pay tax on this? IRS form 1099-R will be generated for any distribution from a retirement account. To know if your distribution is coded as a non-taxable direct rollover, look for the code...

Friday, February 17, 2023

Clients can expect a tax form 1099, of various kinds, if (this is not an exhaustive list):You took a distribution from an employer retirement plan, such as a 401(k) or 403(b)Including a rollover to an IRA, which isn’t considered...

Friday, January 27, 2023

From eligible deductions to limits, changes, and deadlines, deciphering the annual tax updates can be challenging. We’ve attached this handy quick reference guide that outlines key tax information for 2023 so as you look to the year ahead,

Friday, January 20, 2023

Are you getting ready to change your name and dreading the process of updating all the various accounts and systems? Perhaps we can help… HERE is a list of the most common places where you’ll want to update your name....

Tuesday, January 17, 2023

The new year is an ideal time to review your financial goals for the future; it’s fresh, new, and a time of intention. Credit and finances go hand in hand, so it’s also the perfect time to spot-check your credit and...

Monday, January 16, 2023

Following a budget is one of the essential steps to securing your financial future. Coming out of the holidays always creates an opportunity to review your budget and refocus. Not only that, inflation has skyrocketed to levels not seen...

Friday, January 13, 2023

A summary of how time periods impact perceived risk and return.

Thursday, January 12, 2023

One of the best ways to protect the security of your most important data, and to help ensure lenders are seeing your best credit score, is to check that all of your financial information is up to date and accurate.

Monday, January 2, 2023

A new year is on the horizon. Each day that comes presents something new and exciting both for you and the people in your life.Is this the year you open the door to something new and exciting? Embark on some new travel adventure? Or...

Tuesday, December 20, 2022

The holiday season is a time for celebrating and connecting with family and friends. It’s also a time of increased spending. Many consumers rely on electronic methods to cover the cost of gifts, travel, parties and gatherings,...

Thursday, December 1, 2022

Are you tired of getting inundated with junk in your mailbox? Are you having to recycle more mail than you open? Not only is this a nuisance, but it could cause you to miss something important in the shuffle. Here are some tips to...

Saturday, November 19, 2022

Thanksgiving is here, and we have much to be thankful for – In good times and bad, there is still much for which to be grateful. Our quality of life is remarkably high. We come through tough times and solve problems – and...

Thursday, November 17, 2022

You need someone who will actively monitor your plan, someone who listens when you tell your story, someone who provides leadership at the right time.

Wednesday, November 9, 2022

The holidays are right around the corner, and you’ve likely got a long to-do list to prepare such as planning meals, booking travel, and picking out gifts.One holiday prep tip that often goes by the wayside but is most important...

Friday, October 14, 2022

This year’s COLA increase won’t be the all time highest, but the Senior Citizens League anticipated it to be as much as 8.7%. As it turns out, they were right on the nose. This tops last year’s 5.9% increase.

Tuesday, October 11, 2022

AssetMark’s experts review the markets and economy for last quarter and year-to-date. They also will review recent Fed actions, inflation, and the possibility of recession, as well as the investment implications for stocks and...

Wednesday, September 21, 2022

We’re entering a tricky time of year: September and October have a reputation for bringing an extra measure of market volatility.Some of the stock market’s most challenging events have hit in September and October, and...

Thursday, September 1, 2022

If you’ve felt like stock prices were a little more volatile in 2022 than in recent years, your “spidey senses” are right on the money.The S&P 500 has posted 81 daily moves of at least 1% through August. Of those...

Monday, August 15, 2022

Yes, portfolio losses are painful, but volatility can offer opportunities to strengthen portfolios and enhance long-term results. In this edition of On the Mark, AssetMark Chief Investment Officer Christian Chan, CFA shares three...

Friday, August 5, 2022

"Where there's a will, there's a way." Sage advice that applies not only to our lives but to your estate strategy.

Wednesday, July 13, 2022

Summer’s here, and the time is right for vacations, outdoor activities, and fun. It’s also a good time to consider a few financial matters. Here are some questions to ask yourself mid-year.

Tuesday, June 14, 2022

Stock market losses can occur for a variety of reasons, sometimes they are driven by excessive market valuations after an extended bull market and other times, may be due to external events, such as a war or a pandemic.

Thursday, June 2, 2022

Together we can learn about diversity, equality and inclusion. We get to dig a little deeper into LGBTQ history and share our hopes for the future.

Monday, May 2, 2022

Last week, the yield curve inverted for the first time since August 2019 (as a refresher, a yield curve inversion means that long-term interest rates have dropped below short-term rates).

Monday, April 11, 2022

I am overwhelmed with gratitude as I pause to reflect on the evolution of Planning for Good. It was 15 years ago that I made the decision to leave corporate America so I could focus on directly helping people manage their finances.

Wednesday, April 6, 2022

Since income taxes are currently top of mind, I thought I’d share a tip on where to find details of information provided to and from the IRS, which now has a new way to verify your identity.

Tuesday, March 1, 2022

The one thing that is certain when geopolitical events take hold is that uncertainty runs rife, and one thing that the markets don’t like is uncertainty. It’s during these times when market volatility picks up, it's most...

Tuesday, March 1, 2022

An important part of planning is to ensure that you think ahead and prepare: for the unexpected, for eventualities and for silly mistakes you’re sure you’ll never make, until you do! Like what, you ask? A sudden flood, loss...

Tuesday, February 22, 2022

Stocks closed lower for the week as escalating tensions on the Russian-Ukrainian border added to existing jitters over higher inflation and a pending tightening of monetary policy. The Dow Jones Industrial Average slid 1.90%, while...

Sunday, February 20, 2022

If there’s one thing that causes me to roll my eyes, it is people patting themselves on the back for doing things they are expected to be doing. It’s for that reason that I don’t typically go-on about what our team...

Friday, February 18, 2022

Every February, Americans celebrate Black History Month. In addition to honoring the accomplishments of Black Americans past and present, many clients often ask if they can do more. The answer is yes! By supporting Black-owned...

Tuesday, February 1, 2022

Prospective clients often tell me that that they feel uncomfortable or embarrassed to share their personal circumstances with me, for fear that they will be judged. It’s likely been the thing keeping them from seeking help when...

Monday, January 24, 2022

Interest rates. Trade Talks. Inflation Fears. Political Events. International Developments. During the past year, every one of these events have influenced stock prices. So when you hear that the financial markets are reacting...

Friday, January 21, 2022

In order to bring your vision alive, we need a well-thought-out framework, we need specialists, and we need people to pay attention to the details and move things along smoothly.

Tuesday, January 18, 2022

By any measure, 2021 was a strong year for investors. But what’s in store for 2022? From my perspective, I expect that many of the same forces that influenced markets last year will play a role again in the year ahead. COVID-19...

Monday, January 17, 2022

Divorce can be an emotional rollercoaster, and because of its unique challenges, you can find countless articles online about how to get through it. That’s not my goal here. Below you’ll find some of the commonly overlooked...

Sunday, December 26, 2021

We strive to keep you updated on the latest financial updates and information.  Each year the markets bring new surprises and 2021 was no different. Despite a slew of concerns including new COVID variants, inflation and supply...

Monday, November 15, 2021

Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced new contribution limits for 2022.Staying put for 2022 are traditional Individual Retirement Accounts (IRAs)...

Tuesday, May 18, 2021

In this day and age, we have endless responsibilities competing for our time. Some decisions are complicated and have serious repercussions if we make a poor choice, or neglect to act. Traditionally, we’ve learned to seek...

Wednesday, April 15, 2020

Let’s begin by defining “retirement”. The Merriam-Webster dictionary defines retirement as “withdrawal from one's position or occupation or from active working life.” While this may be the traditional...