The Ultimate Guide to Conducting Your Financial Health Check-up
Step-by-Step Checklist for Evaluating Your Financial Wellness Any time of the year is a great opportunity to give your finances a check-up. Think of it as an annual financial review—it’s your chance to take a close look at where you stand, set new goals, and plan for what’s ahead. In this article, we’ve put together a simple, practical financial health check-up guide with an annual financial review checklist to help you cover all the important aspects of your financial life. It’s an easy way to stay on top of your financial game!
The Social Security Fairness Act: What It Means For You
As we approach the end of the year, it’s the perfect time to talk about some year-end planning strategies. Last episode, we focused on updates regarding Social Security, and today, we’ll shift our focus to year-end planning from a tax perspective.
Year-End Planning Part 2: 2025 Tax Planning Strategies
As we approach the end of the year, it’s the perfect time to talk about some year-end planning strategies. Last episode, we focused on updates regarding Social Security, and today, we’ll shift our focus to year-end planning from a tax perspective.
What’s Driving Market Volatility This Summer? With Keith Lockwood
In this episode of Unlocking Your Financial Future, Ben is joined by Chief Investment Officer, Keith Lockwood. He’s here to help dive into some of the market volatility we have seen lately and what it could mean for your investments.
Updates From The Annual Social Security Trustees Report (Part 2)
In today’s episode, we’re going to share some updates from the annual Social Security Trustees Report. With Social Security serving as a cornerstone for countless retirees, understanding its current state and future projections is important. Listen in as Ben highlights the key takeaways from the 277-page report that you need to know about.
Updates From The Annual Social Security Trustees Report (Part 1)
In today’s episode, we’re going to share some updates from the annual Social Security Trustees Report. With Social Security serving as a cornerstone for countless retirees, understanding its current state and future projections is important. Listen in as Ben highlights the key takeaways from the 277-page report that you need to know about.
2023 Wrap Up: The Financial Outlook For 2024 (Part 2)
In case you missed it, we recently released a podcast episode with Keith Lockwood (CIO), where we reflected on this year’s financial landscape. Coming off a pretty good year in the market, what can we expect to see in 2024? Listen in as we discuss the anticipated trends and challenges that the new year might bring. With 2024 being an election year, we’ll explore the implications of potential political changes on the market. We’ll also discuss the current state of overbought markets, the likelihood of a first-quarter pullback, the impact of interest rate cuts on various sectors, and more. […]
2023 Wrap Up: End of Year Market Update (Part 1)
As we wrap up the year, we are joined by Keith Lockwood (CIO) for a two-part discussion, exploring the financial dynamics of 2023 and providing insights into what lies ahead in 2024. Listen in as we chat about this rollercoaster of a year, focusing on the unprecedented market gains in November and December, the dominance of the “Magnificent Seven,” and the Federal Reserve’s role in shaping the market. Join us as we chat about the importance of staying diversified in the face of market uncertainties and focus on the resilience of the market this year, despite various challenges- from […]
End of Year Financial Planning Strategies For 2023 (Part 1)
It’s that time of year! Join us for a thoughtful episode where we unpack some end of year financial planning strategies for 2023. We’ll explore the nuances of optimizing your investment portfolio, safeguarding your assets, and ensuring a stable, rewarding lifestyle in the years to come. Dan Oaklief, RICP®, CPFA® joins us for today’s conversation. Together, we’ll navigate through essential topics like managing RMDs, exploring tax-saving opportunities, and even touch on some strategies to maximize your year-end bonus. Join us as we discuss planning ahead for major expenses in the new year, tax efficient gifting, and more. Don’t miss […]
The Art of Financial Planning: Building a Solid Foundation
Essential Elements and Guiding Principles of Comprehensive Financial Planning Some people avoid financial planning because they feel overwhelmed by all the numbers. Whether you suffer from the very real condition of arithmophobia or you simply don’t feel like you understand enough about finances to tackle your own, then this article is for you. We’ll look at financial planning through the lens of an artist painting a masterpiece. Each stroke of the brush, each color choice, and each stroke of genius adds depth and life to the canvas, and in the realm of finance, every financial decision and strategy contributes […]
