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Welcome to the Planning for Good Blog! 

Here you will find answers to FAQs, tips, and insight into hot topics. 

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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.


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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, April 5, 2022

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, 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, 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, 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...


Wednesday, December 1, 2021

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, 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)...


Wednesday, July 14, 2021

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...


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...