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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
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

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