Your Health Care & Open Enrollment
October 11, 2021  | By Manisha Gupta

By Manisha Gupta, AWM Financial Planning Lead & Candidate for CFP® certification Early fall is open enrollment season for many health insurance plans. The health care plan you choose will have a meaningful financial impact for the next year. Choose…Read More

A Better Way to Manage Your 401(k) Account
September 30, 2021  | By Matt Pierce

By Matthew Pierce, CFA This month, we added a new technology platform, called FeeX, to help us better manage our clients’ employer-sponsored 401(k) accounts and other outside assets. In the coming weeks, we will begin migrating clients to this new…Read More

Investing for the Unknowable
September 22, 2021  | By Matt Pierce

By Matthew Pierce, CFA Yogi was right, and it’s particularly difficult when it’s your hard earned money on the line! Uncertainty never goes away, it just changes shape. It is the water we swim in as investors, so we should…Read More

Planning to Use 529 Funds? Read This.
September 14, 2021  | By Manisha Gupta

By Manisha Gupta, AWM Financial Planning Lead & Candidate for CFP® certification Investing in a 529 plan can be an effective and easy way to save for college, but when it comes time to spend those funds, there are some important nuances…Read More

Stepping Up Your Password Security
August 26, 2021  | By Kevin Smith

After seeing a friend recently hacked to the tune of $30,000+, I decided to step up my personal data security game. Here is what I learned, and what changes I am making. All traditional financial accounts like bank accounts and…Read More

Talking Money with New Graduates
August 6, 2021  | By Manisha Gupta

By Manisha Gupta, AWM Financial Planning Lead & Candidate for CFP® certification Summer is an exciting time for freshly minted graduates embarking on their own. Finally, the moment that you have been waiting for is here. Your child is going…Read More