Blog
What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Get a Handle on Holiday Spending
It’s not too late to get a handle on spending. Begin with these tips:Develop a holiday spending budget—Whether you plan to travel, host or attend holiday parties, shop for friends and family members, or all the above, a...
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Do you control your finances, or do your finances control you?
Do you control your finances, or do your finances control you? If you’re like many people, today’s rapidly changing economic picture and frantic pace of everyday life prevent you from effectively working toward pursuing...
Read MoreEstate Planning: Tough Conversations, Tough Decisions
Creating an estate plan is an essential component of your financial life, but one that can lead to uncomfortable conversations. For one, it forces us to discuss that none of us will live forever. And, it may reveal details about your...
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Retire Wise | September 2021
How Technology Is Making It Easier and More Cost Effective for Retirees to Age in PlaceAccording to a recent national survey, 90% of adults, age 50 or older, say they want to remain in their current homes as they age. The survey also...
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Thank you for being IN THE ROOM with Heroes of 9/11
Thank you for joining us IN THE ROOM with Heroes of 9/11. If you’d like to watch the discussion again, or if you were unable to join us, the replay is available for you to view until October 9, 2021. To access the replay:If you...
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Lead With Planning
Many of you know that my dad started Balanced Financial Concepts in 1987. If you haven't heard The American Dream story, READ IT HERE. I joined the firm in 2009 and quickly began to learn how to provide customized financial guidance to...
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Retire Wise | August 2021
4 Things You Can Do About Rising InflationIn June, the Consumer Price Index, which measures the change in the prices of a broad range of goods and services over time, rose 5.4% from a year earlier, marking the sharpest increase in...
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You’re Invited: IN THE ROOM with Heroes of 9/11
We are living in a pivotal moment of American history, and there’s one word that best sums up our hope and optimism: resiliency.It’s in this spirit that I’d like to invite you and your family to join me IN THE ROOM...
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Retire Wise | June 2021
4 Reasons to Consider Selling Your Business in 2021Like many business owners, you may have spent more time over the last year focused on keeping your businesses afloat and navigating rapidly changing public health orders, rather than...
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You’re Invited: IN THE ROOM with Grammy and Tony Award-Winning Hamilton Star, Leslie Odom, Jr.
On Thursday, June 17, you and your family are invited to join us for an invitation-only conversation and performance with a legend in the making: Leslie Odom, Jr.Get your digital front-row seat as Leslie shares his journey to success...
Read MoreNew Virtual event: IN THE ROOM!
We recently hosted our first IN THE ROOM virtual event featuring Ben Bernake. If you missed it or would like to watch it again, the replay is available for you to view until April 18, 2021. To access the replay: If you registered in...
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The American Rescue Plan Act Explained
The Cetera Advanced Planning Group has released an overview of the American Rescue Plan Act of 2021. This provides explanation and analysis on how this may affect your financial planning interests.This overview provides information...
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Lessons from a pandemic
Unbelievably, we’re now one year since the Coronavirus (now affectionately called COVID-19) pandemic forced us to change the way we see the world and the way we go about our lives. As we look back on what I hope is just...
Read More2021 Tax Update
Friends, A few tax updates as we welcome Spring: IRS has extended the 2020 tax filing and payment deadline to May 17. Here is the official announcement, though IRS will provide further guidance soon: https://www.irs...
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Retire Wise | March 2021
3 Ways to Boost Cash Reserves in RetirementHow would you pay for an unanticipated home or car repair, medical emergency, or other expense? A recent study indicates that fewer than 4 in 10 Americans have enough savings to pay for an...
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