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Category: Financial Planning

Investing and Golf: The Two Have Much In Common

Posted on December 28, 2022December 28, 2022 by Michelle Lowrey
Investing and Golf: The Two Have Much In Common
Posted in Financial PlanningTagged Investing, Diversification, golf, game plan

Gen Z’s Experiences Will Shape Their Financial Lives

Posted on December 15, 2022December 15, 2022 by Michelle Lowrey
Gen Z’s Experiences Will Shape Their Financial Lives
Posted in Financial PlanningTagged Financial Planning, Gen Z, Great Recession's long-term effects, COVID-19 impact

CCRCs and Roth Conversions Go Hand-in-Hand

Posted on November 22, 2022November 22, 2022 by Michelle Lowrey
CCRCs and Roth Conversions Go Hand-in-Hand
Posted in Financial Planning, Retirement PlanningTagged CCRC, roth conversions, Retirement

Tax Loss Harvesting: Sell at a Loss to Offset Your Gains

Posted on November 17, 2022November 17, 2022 by Michelle Lowrey
Tax Loss Harvesting: Sell at a Loss to Offset Your Gains
Posted in Financial PlanningTagged tax loss harvesting, sell at a loss, offset your gains

Data’s Out! Inflation Remains High. What Can You Do?

Posted on October 14, 2022October 14, 2022 by Michelle Lowrey
Data’s Out! Inflation Remains High. What Can You Do?
Posted in Financial PlanningTagged Inflation, new data, high inflation, monthly report, inflation readings

Inflation Is Good for Retirees. Come Again?

Posted on October 14, 2022October 14, 2022 by Michelle Lowrey
Inflation Is Good for Retirees. Come Again?
Posted in Financial PlanningTagged retirees, spike, Inflation, wealth managment, HBKS

Understanding Recessions and Regaining Financial Balance

Posted on October 10, 2022October 10, 2022 by Michelle Lowrey
Understanding Recessions and Regaining Financial Balance
Posted in Financial PlanningTagged Recession, balance sheet, financial balance

Inflation, Interest Rate Hikes Creating New Market Considerations

Posted on October 4, 2022October 4, 2022 by Michelle Lowrey
Inflation, Interest Rate Hikes Creating New Market Considerations
Posted in Financial PlanningTagged Inflation, financial markets, interest rates hike, new market considerations, market rise

It’s That Time of the Year Again: RMD Decision Time

Posted on September 30, 2022October 3, 2022 by Michelle Lowrey
It’s That Time of the Year Again: RMD Decision Time
Posted in Financial PlanningTagged RMD, Decisions, calculation, retirement funds

Student Debt Relief: Rhyme and Reason

Posted on September 30, 2022October 6, 2022 by Michelle Lowrey
Student Debt Relief: Rhyme and Reason
Posted in Financial PlanningTagged college, student debt relieft, education, rising debt levels, U.S. Department of Education

Protect Your Business With Keyman Life and Disability Insurance

Posted on July 28, 2022July 28, 2022 by Michelle Lowrey
Protect Your Business With Keyman Life and Disability Insurance
Posted in Financial PlanningTagged Insurance, finances, disability insurance, business, keyman life

Financial Planning Takes the Guesswork Out of Portfolio Performance

Posted on July 21, 2022July 21, 2022 by Michelle Lowrey
Financial Planning Takes the Guesswork Out of Portfolio Performance
Posted in Financial PlanningTagged Financial Planning, investment, investors, financial plan, portfolio performance

Pre-Retirement Perspectives on Social Security: What You Need to Know and Do Before You Apply

Posted on June 27, 2022June 30, 2022 by Michelle Lowrey
Pre-Retirement Perspectives on Social Security: What You Need to Know and Do Before You Apply
Posted in Financial Planning

Key Considerations For Taking Withdrawals From Your Investments

Posted on June 21, 2022June 21, 2022 by Michelle Lowrey
Key Considerations For Taking Withdrawals From Your Investments
Posted in Financial PlanningTagged Roth IRA, Roth 401k, financial advisor, investments, withdrawals, individual stocks, joint taxable accounts

Is Your Tax Bill Larger Than You Expected?

Posted on June 16, 2022June 16, 2022 by Michelle Lowrey
Is Your Tax Bill Larger Than You Expected?
Posted in Financial PlanningTagged IRS, financial advising, tax bill, taxable capital gains, tax deduction

Financial Planning at Divorce: Finding the Way to Sustained, Equitable Lifestyles

Posted on June 9, 2022June 9, 2022 by Michelle Lowrey
Financial Planning at Divorce: Finding the Way to Sustained, Equitable Lifestyles
Posted in Financial PlanningTagged divorce, assets, dividing stock shares, divorce laws, properties, Financial Planning

Develop Healthy Financial Habits: Here’s How.

Posted on June 2, 2022June 2, 2022 by Michelle Lowrey
Develop Healthy Financial Habits: Here’s How.
Posted in Financial PlanningTagged prioritize saving, long term plan, Save for the unexpected, CD, eliminate debt, build credit, IRA, healthy financial habits

Buy Bonds? I Bonds, That Is

Posted on May 26, 2022May 26, 2022 by Michelle Lowrey
Buy Bonds? I Bonds, That Is
Posted in Financial PlanningTagged US Government-backed bonds, TIPS, Treasury Inflation Protected Securities, iShares, bonds, I Bonds

Bond Yields Are Up. Should You Buy Bonds Now?

Posted on May 24, 2022May 24, 2022 by Michelle Lowrey
Bond Yields Are Up. Should You Buy Bonds Now?
Posted in Estate Planning, Financial PlanningTagged bons, Federal Reservce, Inflation fighting equities, Diversification, Inflation, portfolio, bond yields

Four Estate Planning Documents Everyone Should Have

Posted on May 19, 2022May 19, 2022 by Michelle Lowrey
Four Estate Planning Documents Everyone Should Have
Posted in Financial PlanningTagged Healthcare Proxy, Living will, dnr, Power of Attorney, estate planning documents, advance medical directive, letter of instruction, Estate Planning

“This Time Is Different”: Strategies for Dealing with Market Volatility

Posted on May 17, 2022May 17, 2022 by Michelle Lowrey
“This Time Is Different”: Strategies for Dealing with Market Volatility
Posted in Financial PlanningTagged Financial Planning, market volatility, financial advisor, tax-saving strategies, diversified portfolio

Finding Balance: Planning Retirement Spending

Posted on May 10, 2022May 10, 2022 by Michelle Lowrey
Finding Balance: Planning Retirement Spending
Posted in Financial PlanningTagged budget, retirment, retirement spending, proper life plan, life insurance analysis, Financial Planning, retirement planning

Give Smart by Employing Available Tax-Saving Strategies

Posted on May 5, 2022May 5, 2022 by Michelle Lowrey
Give Smart by Employing Available Tax-Saving Strategies
Posted in Financial Planning, Investment ManagementTagged gifting RMDs, donor advised funds, tax-saving strategies, give smart, charitable gifts

Rising Rates! Sell Everything! … Or Take a Deep Breath

Posted on April 7, 2022April 11, 2022 by Michelle Lowrey
Rising Rates! Sell Everything! … Or Take a Deep Breath
Posted in Financial PlanningTagged annuities, Inflation, portfolio, bonds, risk, interest rates, rising rates, manage duration, GICS, stable value funds

Employee Stock Awards, Restricted Shares, and Divorce

Posted on April 5, 2022April 5, 2022 by Michelle Lowrey
Employee Stock Awards, Restricted Shares, and Divorce
Posted in Financial PlanningTagged divorce, hbks wealth advisors, employee stock award, restriced shared, allotting shares, dividing stock shares, divorce laws

Invest or Pay Down Debt? What’s Right for You?

Posted on March 29, 2022April 20, 2022 by Michelle Lowrey
Invest or Pay Down Debt? What’s Right for You?
Posted in Financial PlanningTagged reduce debt, debt free, unnecessary debt, Financial Planning, debit

Buy-Sell Agreements to Protect Businesses with Multiple Owners

Posted on March 24, 2022April 20, 2022 by Michelle Lowrey
Buy-Sell Agreements to Protect Businesses with Multiple Owners
Posted in Financial PlanningTagged buy-sell agreements, protect businesses, owners, entity purchase plan, cross-purchase plan, stock redemption

Credit Card Interest: Know How It Works

Posted on March 15, 2022April 20, 2022 by Michelle Lowrey
Credit Card Interest: Know How It Works
Posted in Financial PlanningTagged credit card, financial advising, interest, APR, payment, minimum payment, cash advances, balance transfer

Philanthropy: Changing Tax Laws Call for New Strategies

Posted on February 7, 2022February 7, 2022 by Loriann Facenda
Philanthropy: Changing Tax Laws Call for New Strategies
Posted in Financial PlanningTagged charity, Philanthropy, Charitable

Child Tax Credit: Know the Current Rules and What You Qualify For

Posted on February 1, 2022February 22, 2022 by Michelle Lowrey
Child Tax Credit: Know the Current Rules and What You Qualify For
Posted in Financial PlanningTagged IRS, Child tax credit, social programs, qualification

A Few Tips for Women Returning to the Workforce After a Divorce

Posted on January 25, 2022January 27, 2022 by Michelle Lowrey
A Few Tips for Women Returning to the Workforce After a Divorce
Posted in Financial PlanningTagged Financial Planning, divorce, women, returning to workforce, challenges

529 Plans: Save for College and K-12 Schooling

Posted on January 19, 2022January 19, 2022 by Loriann Facenda
529 Plans: Save for College and K-12 Schooling
Posted in Financial PlanningTagged College Education Funding, 529, 529 plans, education funding, college planning

529 Plans vs. Other College Savings Options

Posted on January 6, 2022January 19, 2022 by Michelle Lowrey
529 Plans vs. Other College Savings Options
Posted in Financial PlanningTagged us savings bond, custodial accounts, coverdell accounts, mutual funds, Financial Planning, Roth IRA, trusts, 529 plans, traditional ira, college savings

Robo or Financial Advisor: Where Will You Get Your Advice?

Posted on January 4, 2022January 6, 2022 by Michelle Lowrey
Robo or Financial Advisor: Where Will You Get Your Advice?
Posted in Financial PlanningTagged technology, sec warning, financial advisor, robo advisor

Using Life Insurance for Charitable Giving

Posted on December 28, 2021December 28, 2021 by Michelle Lowrey
Using Life Insurance for Charitable Giving
Posted in Financial PlanningTagged charitable giving, premiums, life insurance

End-of-Year Tax Planning? Involve Your Advisors

Posted on November 30, 2021November 30, 2021 by Michelle Lowrey
End-of-Year Tax Planning? Involve Your Advisors
Posted in Financial PlanningTagged Tax Planning, financial advisor, end of year, advisors

Retiring Student Debt: Employers Helping Employees

Posted on November 9, 2021November 9, 2021 by Michelle Lowrey
Retiring Student Debt: Employers Helping Employees
Posted in Financial PlanningTagged Financial Planning, College Education, student debt

The Child Tax Credit: Be Aware of How Program Changes Will Affect You

Posted on November 3, 2021November 3, 2021 by Michelle Lowrey
The Child Tax Credit: Be Aware of How Program Changes Will Affect You
Posted in Financial PlanningTagged program changes, american rescue plan, funds, tax credit, deduction, Child tax credit

Using Life Insurance Riders to Pay for Long-Term Care

Posted on October 25, 2021October 25, 2021 by Michelle Lowrey
Using Life Insurance Riders to Pay for Long-Term Care
Posted in Financial PlanningTagged Long-term care, life insurance, LTCI

Consider Investing Your Excess Retirement Funds Like Your Heirs Would

Posted on September 23, 2021September 23, 2021 by Loriann Facenda
Consider Investing Your Excess Retirement Funds Like Your Heirs Would
Posted in Estate Planning, Financial Planning, Retirement PlanningTagged Financial Planning, Estate Planning, Retirement, SECURE Act, legacy

Target Date Funds: Antidote to Our Instincts?

Posted on September 14, 2021September 19, 2021 by Loriann Facenda
Target Date Funds: Antidote to Our Instincts?
Posted in Investment Management, Financial PlanningTagged target date funds, Financial Planning, retirement planning, Investing

Empower Your Company Through Employee Financial Wellness

Posted on September 2, 2021September 19, 2021 by Michelle Lowrey
Empower Your Company Through Employee Financial Wellness
Posted in Financial PlanningTagged company, Financial Planning, financial wellness

Your Financial Plan: Getting Started

Posted on August 30, 2021September 19, 2021 by Michelle Lowrey
Your Financial Plan: Getting Started
Posted in Financial PlanningTagged financial plan, investments, objectives, holistic approach

Traders Beware

Posted on August 26, 2021September 19, 2021 by Michelle Lowrey
Traders Beware
Posted in Financial PlanningTagged Stocks, market, implications

Washington State Long-Term Care Payroll Tax Debuts January 2022

Posted on August 19, 2021September 3, 2021 by Michelle Lowrey
Washington State Long-Term Care Payroll Tax Debuts January 2022
Posted in Financial PlanningTagged Long-term care, Washington state, payroll tax

Get the House You Want: Putting Together a Strong Offer

Posted on August 17, 2021August 30, 2021 by Michelle Lowrey
Get the House You Want: Putting Together a Strong Offer
Posted in Financial PlanningTagged homeowners, offer, homeowners insurance, budget, house buying, appraisal, lender, closing cost, inspection

Inheriting Wealth

Posted on August 11, 2021August 10, 2021 by Loriann Facenda
Inheriting Wealth
Posted in Estate Planning, Financial PlanningTagged tax, wealth planning, Financial Planning, Estate Planning, Inheritance

The SLAT: Protect Your Assets Against Estate Tax Law Changes

Posted on August 4, 2021September 7, 2021 by Michelle Lowrey
The SLAT: Protect Your Assets Against Estate Tax Law Changes
Posted in Financial PlanningTagged SLAT, estate tax, Spousal Lifetime Access Trusts

A Will: Everyone Should Have One

Posted on August 3, 2021August 3, 2021 by Michelle Lowrey
A Will: Everyone Should Have One
Posted in Estate Planning, Financial PlanningTagged will, financial plan

Women, Philanthropy, and ROR

Posted on July 26, 2021July 26, 2021 by Michelle Lowrey
Women, Philanthropy, and ROR
Posted in Financial Planning, Investment ManagementTagged ROR, Rate of Return, impact, impact model

Financial Planning: Helping You See the Big Picture

Posted on July 21, 2021January 19, 2022 by Michelle Lowrey
Financial Planning: Helping You See the Big Picture
Posted in Financial PlanningTagged Financial Planning, big picture, balance priorities, planning process

Leasing a Car? Know What You Can and Can’t Negotiate.

Posted on July 14, 2021July 12, 2021 by Michelle Lowrey
Leasing a Car? Know What You Can and Can’t Negotiate.
Posted in Financial PlanningTagged cap insurance, mileage cap, leasing, vehicle, leasing a car, negotiate, interest rates, buyout price

Note to Parents: Advance Child Tax Credit Payments Begin July 15

Posted on June 28, 2021June 28, 2021 by Michelle Lowrey
Note to Parents: Advance Child Tax Credit Payments Begin July 15
Posted in Financial PlanningTagged Child tax credit, tax breaks, american rescue plan act of, law, IRS

Equities and Inflation: Looking Ahead

Posted on June 21, 2021June 21, 2021 by Michelle Lowrey
Equities and Inflation: Looking Ahead
Posted in Financial PlanningTagged Inflation, Equities, planning ahead

Getting a Divorce? Avoid Making These Five Most Common and Costly Mistakes

Posted on June 14, 2021June 14, 2021 by Michelle Lowrey
Getting a Divorce? Avoid Making These Five Most Common and Costly Mistakes
Posted in Financial PlanningTagged Financial Planning, divorce, common mistakes

Special Considerations for Second/Vacation Homes

Posted on June 8, 2021June 22, 2021 by Michelle Lowrey
Special Considerations for Second/Vacation Homes
Posted in Financial PlanningTagged Financial Planning, second home, vacation home

529 Plans: The Ins and Outs of Contributions and Withdrawals

Posted on June 2, 2021June 2, 2021 by Michelle Lowrey
529 Plans: The Ins and Outs of Contributions and Withdrawals
Posted in Financial PlanningTagged 529 plans, withdrawal, Contributions, college savings tool

Form CRS: Helping You Understand the Financial Professional Relationship

Posted on June 1, 2021June 1, 2021 by Michelle Lowrey
Form CRS: Helping You Understand the Financial Professional Relationship
Posted in Financial PlanningTagged Form CRS, Financial professional, SEC

Estate Planning and 529 Plans

Posted on May 26, 2021May 26, 2021 by Michelle Lowrey
Estate Planning and 529 Plans
Posted in Estate Planning, Financial PlanningTagged Financial Planning, Estate Planning, 529 plans, financial advice

Taking a Bucket Approach to Asset Allocation in Retirement

Posted on May 24, 2021May 24, 2021 by Michelle Lowrey
Taking a Bucket Approach to Asset Allocation in Retirement
Posted in Financial PlanningTagged Retirement, asset allocation, strategy

Gift and Estate Tax Planning: Stay Current and Avoid the Consequences

Posted on May 18, 2021May 19, 2021 by Michelle Lowrey
Gift and Estate Tax Planning: Stay Current and Avoid the Consequences
Posted in Estate Planning, Financial PlanningTagged estate tax planning, exemption amount, estate planning documents, gift tax planning

Markets Are Unpredictable. Financial Plans Aren’t.

Posted on April 29, 2021May 3, 2021 by Michelle Lowrey
Markets Are Unpredictable. Financial Plans Aren’t.
Posted in Financial PlanningTagged financial advisor, market trends, Financial Planning, Retirement

Behavioral Finance: Investors React Emotionally, Irrationally

Posted on April 20, 2021April 20, 2021 by Michelle Lowrey
Behavioral Finance: Investors React Emotionally, Irrationally
Posted in Financial PlanningTagged behavioral finance, investors, react emotionally, loss averison

Transfer (More Than Just) Wealth to Your Children

Posted on April 6, 2021April 6, 2021 by Michelle Lowrey
Transfer (More Than Just) Wealth to Your Children
Posted in Financial PlanningTagged children, financial advising, Wealth Transfer

Financial Solutions for a Restructured Family

Posted on April 1, 2021April 30, 2021 by Loriann Facenda
Financial Solutions for a Restructured Family
Posted in Financial PlanningTagged CDFA, child support, divorce, children, lawyer, mediation

DIY Investing: It’s On the Rise, But Is It Wise?

Posted on March 31, 2021April 12, 2021 by Michelle Lowrey
DIY Investing: It’s On the Rise, But Is It Wise?
Posted in Financial Planning, Investment ManagementTagged Investing, capital gains, DIY Investing, emotional decisions

Having a Baby? A Few Tips on Being Financially Prepared

Posted on March 12, 2021March 24, 2021 by Michelle Lowrey
Having a Baby? A Few Tips on Being Financially Prepared
Posted in Financial PlanningTagged Family Financial Planning, financial, family, baby, pregnant

Special Needs Children and Divorce: What You Need to Know

Posted on March 9, 2021March 9, 2021 by Michelle Lowrey
Special Needs Children and Divorce:  What You Need to Know
Posted in Financial PlanningTagged Financial Planning, divorce, special needs children, CDFA

What to Look for When Hiring a Financial Advisor

Posted on March 2, 2021March 3, 2021 by Loriann Facenda
What to Look for When Hiring a Financial Advisor
Posted in Financial PlanningTagged financial advisor, hiring an advisor

Watch: Medicare Basics: What You Need to Know

Posted on January 26, 2021January 29, 2021 by Michelle Lowrey
Watch: Medicare Basics: What You Need to Know
Posted in Financial PlanningTagged Medicare, webinar

Transitioning Baby Boomer Wealth to the Next Generation

Posted on January 26, 2021January 26, 2021 by Michelle Lowrey
Transitioning Baby Boomer Wealth to the Next Generation
Posted in Financial PlanningTagged Wealth, Investment Planning, Baby boomer, next generation

How We Are Protecting Our Aging Clients

Posted on January 13, 2021January 29, 2021 by Loriann Facenda
How We Are Protecting Our Aging Clients
Posted in Estate Planning, Financial PlanningTagged POA, Power of Attorney, living wil, elder financial abuse, trustee, living trust

What’s In Joe Biden’s Tax Return?

Posted on January 12, 2021May 21, 2021 by Michelle Lowrey
What’s In Joe Biden’s Tax Return?
Posted in Financial PlanningTagged tax, Biden, tax return

Good Advice: Start with a financial plan.

Posted on January 5, 2021October 27, 2021 by Loriann Facenda
Good Advice: Start with a financial plan.
Posted in Financial PlanningTagged Insurance, taxes, qualitative, Financial Planning

Invest for Your Future: What Is an IRA?

Posted on December 16, 2020January 13, 2021 by Michelle Lowrey
Invest for Your Future: What Is an IRA?
Posted in Retirement Planning, Financial PlanningTagged IRA, IRS, contribution, investment, Retirement

Expect More than Investments from Your Financial Advisor

Posted on December 15, 2020May 19, 2021 by Loriann Facenda
Expect More than Investments from Your Financial Advisor
Posted in Financial PlanningTagged Diversification, financial advisor, Financial Planning

Can I convert my traditional IRA to a Roth IRA?

Posted on December 9, 2020January 13, 2021 by Michelle Lowrey
Can I convert my traditional IRA to a Roth IRA?
Posted in Financial Planning, Retirement PlanningTagged Retirement, IRA, Roth IRA

Lifetime Planning Is More Than Stocks and Bonds

Posted on December 8, 2020December 8, 2020 by Michelle Lowrey
Lifetime Planning Is More Than Stocks and Bonds
Posted in Financial PlanningTagged Financial Planning, Stocks, 529 plan, bonds, lifetime planning

Top Year-End Investment Tips

Posted on December 3, 2020December 3, 2020 by Loriann Facenda
Top Year-End Investment Tips
Posted in Financial PlanningTagged AMT, deductions, ETF, Financial Planning, SEP, 401k, Tax Planning, charity, year-end, financial advice, kiddie tax

What is a Rollover IRA, and Do I Need One?

Posted on December 1, 2020December 1, 2020 by Loriann Facenda
What is a Rollover IRA, and Do I Need One?
Posted in Financial PlanningTagged IRA, individual retirement account, Retirement

Choosing a Beneficiary for Your IRA or 401(k)

Posted on November 10, 2020December 3, 2020 by Michelle Lowrey
Choosing a Beneficiary for Your IRA or 401(k)
Posted in Financial Planning, Retirement PlanningTagged Retirement, 401k, IRA, Roth IRA, tax, beneficiary

Planning for Incapacity

Posted on October 29, 2020December 3, 2020 by Michelle Lowrey
Planning for Incapacity
Posted in Financial PlanningTagged Durable POA, health, finances, POA, Planning, Decisions, Living will, Incapacity, dnr, advanced medical directive, Power of Attorney

Do I Need a Financial Advisor if I’m Not Rich?

Posted on October 8, 2020October 8, 2020 by Loriann Facenda
Do I Need a Financial Advisor if I’m Not Rich?
Posted in Financial PlanningTagged Financial Planning, 401k, financial advisor, Millennials, retirment

Monte Carlo Analysis: A More Thorough Approach to Planning for Your Retirement

Posted on September 24, 2020October 30, 2020 by Loriann Facenda
Monte Carlo Analysis: A More Thorough Approach to Planning for Your Retirement
Posted in Financial PlanningTagged Monte Carlo Analysis

Would You Rather Be Rich or Wealthy?

Posted on September 10, 2020May 19, 2021 by Loriann Facenda
Would You Rather Be Rich or Wealthy?
Posted in Financial PlanningTagged accumulation years, Retirement, Wealth

Who Needs a Financial Plan? Everyone.

Posted on September 3, 2020May 19, 2021 by Loriann Facenda
Who Needs a Financial Plan? Everyone.
Posted in Financial PlanningTagged Retirement, Debt, Insurance, Social Security Benefits, taxes, budget, Financial Planning

Watch: Mortgages What You Need to Know When Buying or Refinancing a Home

Posted on September 1, 2020October 30, 2020 by Loriann Facenda
Watch: Mortgages What You Need to Know When Buying or Refinancing a Home
Posted in Financial PlanningTagged homeowner, Financial Planning, Mortgage, refinancing, webinar, home purchase

Sticker Shock: Creative Ways to Lower the Cost of College

Posted on August 31, 2020September 10, 2020 by Loriann Facenda
Sticker Shock: Creative Ways to Lower the Cost of College
Posted in Financial PlanningTagged College Education Funding, College Education Planning, College Education, tuition

Financial Planning Amidst Market Uncertainty

Posted on August 25, 2020September 10, 2020 by Loriann Facenda
Financial Planning Amidst Market Uncertainty
Posted in Financial PlanningTagged Financial Planning, market volatility, divorce, risk tolerance

Buying A First House? Learn From My Mistakes

Posted on August 20, 2020September 10, 2020 by Loriann Facenda
Buying A First House? Learn From My Mistakes
Posted in Financial PlanningTagged homeownership, home purchase, home, PMI, private mortgage insurance, homeowner

Preparing for the Unknown: Tax Changes On the Horizon

Posted on August 17, 2020May 19, 2021 by Loriann Facenda
Preparing for the Unknown: Tax Changes On the Horizon
Posted in Financial PlanningTagged election, TCJA, capital gains, Tax Cuts and Jobs Act, taxes, COVID-19, tax rates, tax planning strategies

Presidential Elections and Stock Market Performance

Posted on August 10, 2020October 26, 2020 by Loriann Facenda
Presidential Elections and Stock Market Performance
Posted in Financial PlanningTagged S&P 500, stock market, election, 2020

Essential Documents to Review During Volatile Times

Posted on August 5, 2020October 26, 2020 by Loriann Facenda
Essential Documents to Review During Volatile Times
Posted in Estate Planning, Financial PlanningTagged life insurance, will, Last Will and Testament, Financial Power of Attorney, Healthcare Proxy, HIPPA Release

Doing Well by Doing Right: Investing in ESG Funds

Posted on August 4, 2020September 10, 2020 by Loriann Facenda
Doing Well by Doing Right: Investing in ESG Funds
Posted in Financial PlanningTagged ESG Muutal Fund, energy stocks

Fixed-Rate Home Equity Loans: Avoiding Unnecessary Costs When Refinancing

Posted on July 29, 2020September 10, 2020 by Loriann Facenda
Fixed-Rate Home Equity Loans: Avoiding Unnecessary Costs When Refinancing
Posted in Financial PlanningTagged loan, refinancing, home equity, closing costs, Mortgage

But Why?

Posted on July 21, 2020August 18, 2020 by Loriann Facenda
But Why?
Posted in Financial PlanningTagged Financial Planning

Fundamentals of Financial Planning

Posted on July 14, 2020August 11, 2020 by Loriann Facenda
Fundamentals of Financial Planning
Posted in Financial PlanningTagged Financial Planning, retirement planning, life insurance, insurance planning, protection planning

Watch: Fundamentals of Financial Planning

Posted on July 9, 2020August 31, 2020 by Loriann Facenda
Watch: Fundamentals of Financial Planning

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Posted in Financial PlanningTagged Retirement, 401k, Insurance, webinar, Financial Planning

Perfect Storm Planning

Posted on June 24, 2020August 11, 2020 by Loriann Facenda
Perfect Storm Planning
Posted in Financial PlanningTagged comprehensive planning, Gifting Depreciated Assets, Low Interest Rates, GRAT, Roth IRA Conversion, advisor

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