Ara Abrahamian, CRPC® July 17, 2023 Education Planning New Rules for Rolling Over 529 Plans to Roth IRAs Starting in 2024 Ara Abrahamian, CRPC® July 17, 2023 Education Planning In this blog post, we explore this upcoming change for 529 account owners.
Ara Abrahamian, CRPC® June 26, 2023 Market Commentary Market Commentary: Commercial Real Estate Woes? Ara Abrahamian, CRPC® June 26, 2023 Market Commentary We consider the information pointing to whether to expect a crisis in commercial real estate.
Joshua Stromberg, CFP® May 31, 2023 Estate Planning Digital Estate Planning: Ensuring Your Legacy Lives On Joshua Stromberg, CFP® May 31, 2023 Estate Planning It’s a good idea to include your digital assets in your estate plan. Here’s how.
Ara Abrahamian, CRPC® May 24, 2023 Market Commentary Market Commentary: Debt Ceiling Showdown Ara Abrahamian, CRPC® May 24, 2023 Market Commentary We look at what history can tell us about the impact of the debt ceiling showdown.
Ara Abrahamian, CRPC® May 15, 2023 Retirement Planning RMDs: New Rules and “Bigger” Problems Ara Abrahamian, CRPC® May 15, 2023 Retirement Planning The SECURE Act and SECURE Act 2.0 made changes to required minimum distributions that can affect retirement, estate, and tax planning.
Ara Abrahamian, CRPC® May 1, 2023 Market Commentary Market Commentary: 60/40—Rising Again? Ara Abrahamian, CRPC® May 1, 2023 Market Commentary While returns do not make up for the drop experienced last year, they are an encouraging sign.
Ara Abrahamian, CRPC® March 29, 2023 Market Commentary Market Commentary: International Equities—Reversion to the Mean? Ara Abrahamian, CRPC® March 29, 2023 Market Commentary If the Fed continues to take a softer stance, foreign markets could continue their recent outperformance.
Joshua Stromberg, CFP® March 13, 2023 Financial Planning How to Protect Elderly Parents from Scams Joshua Stromberg, CFP® March 13, 2023 Financial Planning Here are tips to help protect your aging parents from scams, from educating your parents about scams to getting your family involved.
Ara Abrahamian, CRPC® February 27, 2023 Market Commentary Market Commentary: The Tale of The Tape Ara Abrahamian, CRPC® February 27, 2023 Market Commentary There are two types of inflation to focus on: overall and core. This article explores the difference and why it matters.
Ara Abrahamian, CRPC® February 13, 2023 Financial Planning Affordable Care Act Extended: What It Means for You Ara Abrahamian, CRPC® February 13, 2023 Financial Planning There have been important ACA changes and considerations that individuals need to be aware of.
Ara Abrahamian, CRPC® January 30, 2023 Financial Planning Best Ways to Earn Interest on Your Cash Ara Abrahamian, CRPC® January 30, 2023 Financial Planning Here are some of the best options to earn more interest on your cash.
Ara Abrahamian, CRPC® January 30, 2023 Market Commentary Market Commentary: The January Barometer Ara Abrahamian, CRPC® January 30, 2023 Market Commentary January 2023 may be the best January in history for several equity and bond asset classes. What does this mean for the rest of 2023? We take a look.
Karly Holland, CFP®, CTS™ January 17, 2023 Financial Planning 2023 Energy Tax Credits: Maximize Savings on Energy-Efficient Upgrades Karly Holland, CFP®, CTS™ January 17, 2023 Financial Planning Here are tax credits and rebates you can take for buying electric vehicles or making energy-efficient improvements to your home.
Ara Abrahamian, CRPC® January 3, 2023 Market Commentary Market Commentary: Better Times Ahead? A 2023 Outlook Ara Abrahamian, CRPC® January 3, 2023 Market Commentary 2022 went down as the most volatile year in history. What does this mean for 2023? We take a look.
Joshua Stromberg, CFP® December 14, 2022 Estate Planning Estate Planning Strategies for Your Aging Parents Joshua Stromberg, CFP® December 14, 2022 Estate Planning We encourage you to start the conversation with your parents about estate planning now to ensure the proper documents are in place.
Ara Abrahamian, CRPC® November 30, 2022 Market Commentary Market Commentary: Slow and Steady Wins the Race … AGAIN? Ara Abrahamian, CRPC® November 30, 2022 Market Commentary This year has taught investors many lessons, but the biggest one should be the importance of risk management.
Karly Holland, CFP®, CTS™ November 14, 2022 Financial Planning Gift Tax Limit: How to Gift More Than $16,000 in a Year Karly Holland, CFP®, CTS™ November 14, 2022 Financial Planning You can give money to your loved ones without paying gift tax. This article covers how.
Ara Abrahamian, CRPC® October 26, 2022 Market Commentary Market Commentary: Bear Market Rally or Bottom? Ara Abrahamian, CRPC® October 26, 2022 Market Commentary We consider whether markets have hit bottom or experienced another bear market rally.
Ara Abrahamian, CRPC® October 24, 2022 Investment Management The TSP’s New Mutual Fund Window: What You Need to Know Ara Abrahamian, CRPC® October 24, 2022 Investment Management Thrift Savings Plan participants now have more investment options with the mutual fund window. Here is what you need to know about fees and other features.
Ara Abrahamian, CRPC® October 17, 2022 Financial Planning Should You Make a Bigger Down Payment in This High Mortgage Rate Environment? Ara Abrahamian, CRPC® October 17, 2022 Financial Planning With interest rates climbing, mortgages are getting more expensive. A larger down payment could keep payments manageable—but is it right for you?
