Welcome to the Planning for Good Blog!
Here you will find answers to FAQs, tips, and insight into hot topics.
Have a suggestion for a future blog post? Email us at team@planningforgood.co
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).
Read More
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.
Read More
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.
Read More
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....
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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...
Read More
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.
Read More
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...
Read More
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...
Read More
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...
Read More
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.
Read More
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)...
Read More
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...
Read More
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...
Read More
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...
Read More