Insights and reflections to support your financial growth
Financial Balance, Defined
Financially preparing for a baby
Having a new baby brings forward a lot of changes in your life, particularly when it comes to your finances. The cost of raising a child from birth to age 17 is estimated at $233,610 for an average middle-income family reported by the U.S. Department of Agriculture...
2023 First Quarter Commentary
The first quarter began with better-than-expected economic conditions and healthy returns in the stock and bond markets. This economic strength then turned from a positive attribute for the market to a negative as the bond market began pricing in more interest rate...
What we know about inflation in 2023
Inflation is on a downward trend, but the question is whether and when it will come down to the FED’s 2% target. With so many moving parts - the future of inflation can be uncertain. What we do know... Inflation has been the underlying issue that caused the FED, and...
Are you considering a Roth Conversion?
Are you considering a Roth Conversion? If so, you may have heard how it can help give you more control over your taxable income in retirement. What exactly is a Roth Conversion? A Roth Conversion involves transferring retirement funds from a traditional-type IRA or...
Volatile markets: Don’t rely on headlines for guidance on when to invest
Volatile markets: Don’t rely on headlines for guidance on when to invest Falling markets and drastic headlines can tempt individuals to abandon their long-term investing plans. Their thinking might go something like, let’s wait until it’s over, hoping to catch the...