Insights
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Around and around we go on the Debt Ceiling Merry-go-round…
This post was written by Bob Keane, CFP® – Financial Advisor in November 2021 and updated in May 2023. Back in 2021, we shared a primer on the debt ceiling in response to the Senate & House agreeing to a temporary increase in the Federal Debt Ceiling of $480...
Talking to Family About Charitable Giving
Giving back is done best when there are clear and strong motivating factors behind your actions. As a family, you’ll likely all have different interests and sources of inspiration when it comes to charity, and facilitating an open and honest discussion will help you all get on the same page as you move forward.
A Guide to Qualified Charitable Distributions
Giving season is upon us and taxpayers of all kinds will be rushing to make charitable contributions before year’s end. To contextualize the significance of giving during this time of year, close to 1 in 3 donors conduct their giving in December, while more than 1...
Caregiver’s Guide: How to Financially Support Adult Dependents
Whether you’re caring for aging parents, a disabled family member, or an adult child, you know how challenging, yet rewarding, the work can be. The fact is, supporting an adult dependent can put a significant strain on your finances, especially if you’re relying on...
Balance Your Retirement Investments With More Comprehensive Risk Analysis
"Eat well or sleep well" is a common refrain you may have encountered over the course of your financial planning journey. This phrase refers to the risk-return tradeoff that investors face when it comes to allocating their resources. The type of portfolio one owns...
