Category Archives: Financial Planning
Marriage and Money
Being proactive in your shared vision of personal finances can lead to a happier & healthier marriage.
Fiduciary vs Suitability Standard
Explore the differences between the fiduciary standard and suitability standards.
Does Market Volatility Help Your Portfolio?
Strategies that help rational investors make informed decisions in turbulent times.
Are You Avoiding Trouble?
Writing checks can be riskier than you think.
New PlanFirst! “My Plan” Feature
Exploring an enhanced version of the Goals section with a new name and new features.
Gift4Giving with Fidelity Charitable Gift Fund
Donor-advised funds are one of our favorite vehicles for tax-efficient charitable giving.
Support for Caregivers
More than 65 million people (29% of the U.S. population) provide care for an aged, chronically ill, or disabled family member or friend during any given year. The average caregiver spends 20 hours per week providing care for their loved…
Important Numbers for 2025
Updates from the IRS and Social Security Administration for the year ahead.