Skip to content

Category: Personal Finance

Comprehensive Guide to Preventive Health Screenings: Benefits, Costs, and Options

Preventive health screenings and treatments are essential tools for those looking to take a proactive stance on their health. These

What Issues Should I Consider At The Start Of The Year?

The beginning of the new year is the perfect time to discuss the various factors influencing your planning. For example,

Charitable Contributions in the Season of Giving

As the year winds down and the season of giving takes hold, we wanted to take a moment to revisit

An Ode to Costco: Mastering Healthy Eating Without Going Broke

With the holiday slew of gift-giving, family meals, and festive gatherings on the horizon, savvy shoppers will inevitably seize on

To 529, or Not to 529?

…THAT is the question. Like us, you may be debating the best way to save for your child’s education. You

Five Financial Myths We Need to Bury

In a world increasingly fueled by clickbait headlines and social media algorithms, easy one-size-fits-all advice and quick hacks get plenty
Information about Estate planning and old glasses.

The Great Game of Generational Wealth: Your Guide to Estate Planning

In the immortal words of Benjamin Franklin, “In this world, nothing can be said to be certain, except death and
AI Creating new cybersecurity dilemmas

Cybersecurity in the Age of AI

Imagine a world where machines can think, learn, and adapt at lightning speed, transforming our lives in ways we never
Kiplinger Advisor Collective

Dennis McNamara Invited to Join the Kiplinger Advisor Collective

Incredibly honored to share that I’ve been invited into the Kiplinger Advisor Collective, joining a brain trust of financial experts

A Cautionary Tale: Baby Boomers Want a Do-Over

A recent study by Annuity.com reported that if Baby Boomers could go back and make different choices, most would prioritize their health

FDIC Refresh: Are you covered?

While many were watching the Oscar’s, finance fans were watching the implosion of Silicon Valley Bank (SVB), the 16th largest bank
Silicon Valley Bank

WTF, SVB?! A TL;DR

While many were watching the Oscar’s, finance fans were watching the implosion of Silicon Valley Bank (SVB), the 16th largest bank
Debt Ceiling

A Looming Debt Ceiling

If you follow business/financial news at all, it’s likely that you’re aware of the looming debt ceiling crisis. In this month’s
SECURE 2.0 Act

SECURE 2.0 Act: If You Don’t Know, Now You Know

On December 23, 2022, Congress passed the SECURE 2.0 Act. This comes roughly three years after the original SECURE Act which was
DALL-E

AI Wrote This Blog

For this month’s contribution, we allowed AI to write this blog. A few weeks back I learned about the artificial

Preparing Children for their Financial Future

Preparing children for their financial future is a key concern of many parents. A a follow-up to last month’s contribution

Preparing Young Adults for their Financial Future

With back-to-school right around the corner, we wanted to use this blog to address preparing young adults for their financial
The Dreaded "R" Word

The Dreaded “R” Word

Probably like you, we’re hearing the dreaded “R” word – recession – being referenced quite a bit lately. In fact,
die young late

The Changing Longevity Landscape

Living beyond age 100 may become commonplace. Now, before I go down this rabbit hole, a disclaimer: Extending lifespan beyond

The Federal Reserve’s Toolkit + Market Hangover

The Federal Reserve’s toolkit consist of two blunt tools: the fed funds rate + quantitative easing. In this month’s contribution
SEC enforces ESG disclosure

The SEC Finally Enforces ESG

With Earth Month upon us, we’re happy to report one small, incremental bit of progress in finance: The Securities and

When Worlds Collide

Investors need to be prepared for when worlds collide. Collisions – whether they be on a macro level (like war,

Finances for Fathers: Episode 64 of the Dad.Work Podcast

Dennis McNamara had the opportunity to connect with Curt Storring, the host of the Dad.Work podcast, in a wide ranging

The 101 on I Bonds

Before diving into a 101 on I Bonds, let’s first acknowledge that they’re the most boring investment that we’re recommending

New Year’s Resolutions

For the 50% of your that feel like Michael Scott, this may not be for you. However, If you’re one

End of Year Planning

Some end-of-year housekeeping and planning strategies to close out the year on a good note: Review your portfolio: with upcoming

The Role of Alternative Investments in Your Portfolio

For decades, pundits have taken a stab at writing the obituary for the traditional 60/40 portfolio (i.e. 60% stocks/40% bonds).
TAX

 Federal Tax Proposal – A Summary

The Biden administration recently announced a number of tax proposals to fund new government investments. The current version may not
S&P 500 marks 100% gain since March 2020

S&P Gains 100% from March 2020 Low: Now what?

After hitting “rock bottom” following global shutdowns related to the coronavirus in March 2020, the S&P 500 has roared ever
Scam Alert

Beware of Financial Scams

A personal contact shared a story with us regarding their friend who recently fell victim to an online gift card