Tag: planning
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
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
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
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
Living Your Eulogy Virtues
Awhile back in our piece on Minimalism we touched on the topic of death. Inspired by John’s January newsletter reflections
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