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Blog Archive

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
5/17/2022 April 2022 Quarterly Conversation Video Recap
In our latest Quarterly Conversation with Rick Bell and Dan Brady, we covered: More
5/3/2022 The Best Way to Apply for College as a Family? Have a Plan
Post by David A. Emery, CFP®, CDFA® We talk a lot about the importance of hav More
11/19/2021 Executive Stock Compensation – Finding the Right Balance
By: Jay D. Ahlbeck, CLU, ChFC If Bill Gates never sold any of his shares in Mic More
9/14/2021 3 Questions You Should Be Asking Your Financial Advisor
Like many other facets of your life, your financial situation will likely change More
5/13/2021 3 Hard Financial Questions to Ask Yourself Before a Divorce
Post by David A. Emery, CFP®, CDFA® When it comes to divorce, the question of More
4/14/2021 A Q&A with Planning Capital’s Dave Emery
Meet Dave Emery, the newest member of the Planning Capital team. Dave has had a More
1/19/2021 How Much Does it Cost to Work with a Financial Advisor?
Financial planning, investments, and money matters can be a complex subject for More
10/8/2020 How to Apply Holistic Thinking to Your Financial Plan
Many firms in the Financial Services Industry put much of their energies toward 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
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