Happy New Year!
A new year beckons, promising new opportunities. We’d like to offer a heartfelt “thank you” for being part of the Art of Financial Planning Journey. We are grateful for your presence in our life, and we are sending you our […]
financial planning
What does 2024 have in store?
How did 2023 go for you? Will you share some highlights with me? Before the year ends, I like to sit down and review, thinking through what went well and what didn’t. I try to mentally put the old year […]
RMD Reminder
As we approach the end of the year, it’s essential to ensure that we’re on track with our financial obligations, including Required Minimum Distributions (RMDs) for tax-deferred retirement accounts. This article serves as a reminder to double-check your qualified distributions […]
Jingle All the Way to Growth: Navigating the Santa Claus Rally
As the holiday season approaches, many of us are busy making wish lists, decking the halls, and indulging in festive treats. But for savvy investors, there’s one more holiday tradition to look forward to—the Santa Claus rally! In this financial […]
5 Ways to Make Investing Easy
Investing can be challenging and intimidating, leading many to avoid it altogether. However, with the right strategies, investing can be accessible and straightforward. In this blog post, we will provide five actionable tips to help make investing easy for everyone […]
