Schedule A Call Client portal

Blog Archive

10/20/2023 October 2023 Quarterly Conversation Video Recap
With so much going on in the news right now, so much of it related to the econom More
9/26/2023 The 10 Year Plan
Post by Richard Bell, Partner, Senior Financial Planner A 10-year financial p More
9/7/2023 Grey Divorce: What It Is and How to Get through It with Your Lifestyle Intact
Picture this: you and your spouse are approaching retirement. The kids are moved More
Apr 2023 Quarterly Conversation now on video
4/25/2023 April 2023 Quarterly Conversation Video Recap
2023 kicked off better than we anticipated, with healthy numbers across the boar More
1/23/2023 January 2023 Quarterly Conversation Video Recap
Catch January's Quarterly Conversation on video! In the first quarter of 2023, More
10/28/2022 October 2022 Quarterly Conversation Video Recap
Catch October’s Quarterly Conversation on video! We'll recap themes from our m More
8/9/2022 Dave Emery Takes a Trip to Washington to Fight for Financial Education
Last month, Dave Emery took a trip to Washington, DC. The goal? To talk to local More
Planning Capital's July 2022 Quarterly Conversation video recap
8/1/2022 July 2022 Quarterly Conversation Video Recap
Catch July’s Quarterly Conversation on video! This time, we have a special sur More
6/1/2022 How to Lower Your Tax Bracket AND take your (RMDs) Required Minimum Distribution
Post by Richard Bell, Partner, Senior Financial Planner Each year around tax More
Commentary
4/11/2024 Commentary – 2024 2nd Quarter
1/10/2024 Commentary – 2024 1st Quarter
10/13/2023 Commentary – 2023 4th Quarter
7/13/2023 Commentary – 2023 3rd Quarter
4/14/2023 Commentary – 2023 2nd Quarter
1/12/2023 Commentary – 2023 1st Quarter
All Commentary