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Thursday, September 22, 2022

What is the FAFSA®?The FAFSA® is the Free Application for Federal Student Aid and is required as part of the process for applying for student loans, grants, and work study.Many schools hand out aid or grants as they receive...

Thursday, August 25, 2022

When it comes to retirement, one of the most common questions we hear is “how do I get income?” You’ve saved and accumulated, so how do we now transition your investment accounts into income. Well, there are many...

Thursday, June 16, 2022

An increasingly common 401(k) feature in recent years has been the option for Roth 401(k) contributions within this popular workplace retirement plan. A Roth 401(k) has many of the same characteristics of its close relative - the Roth...

Friday, May 13, 2022

Lifestyle creep, also called lifestyle inflation, is a financial planning term, and according to BusinessDictionary means “an improvement in the standard of living of people to the extent that luxury goods turn into necessary...

Thursday, April 28, 2022

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Thursday, March 31, 2022

Thursday, February 17, 2022

Friday, December 17, 2021

Wednesday, December 8, 2021

Thursday, September 23, 2021

If you have a student attending college for the 2022-2023 school year, get ready to complete your Free Application for Federal Student Aid (FAFSA). The FAFSA will become available on October 1st for the 2022-2023 school year and will...

Thursday, September 9, 2021

What is open enrollment? Open enrollment is the time period each year when you’re allowed to start, stop, or change your health insurance plan. There are two important open enrollment categories of which we would like to...

Thursday, August 26, 2021

Parenthood is a funny thing. Regardless of how much you plan, visualize, and anticipate life with a newborn, nothing can truly prepare you for the experience of holding your child for the first time… or for the challenge of...

Thursday, June 24, 2021

So, part I of Dream Planning was the easy part. Think about what you want to do, save the money, and decide on the timing. But let me tell you, for a dream to become the ultimate experience it takes a LOT of RESEARCH, EDUCATION and...

Thursday, June 17, 2021

Before you have free time to do what you REALLY love, it is best to make a plan so when that time comes, you have everything in place to enjoy your dreams! But for many of us, life gets in the way of planning for and making such...

Wednesday, June 9, 2021

For many, Social Security is core to their retirement plan. The fixed stream of payments provided by Social Security can be a key element in helping cover expenses during retirement. One question we hear frequently is “When...

Friday, May 28, 2021

Spring is a time of excitement and celebrations – Easter, Mother’s Day, Father’s Day, Wedding Season, and Graduation. As many teens celebrate the culmination of their high school careers, we’d like to address...

Thursday, May 20, 2021

I find myself often talking or writing about the many powerful benefits of a Health Savings Account (HSA). Here is a quick refresher on some of those benefits: Contributions are tax deductible. Any growth inside of the account is tax...

Thursday, May 13, 2021

Around the office at Stonegate, we are often passing around and recommending books to one another. In a world where we take in constant information from screens, books remain a life-changing and impactful way to learn, grow, educate,...

Wednesday, April 21, 2021

As an advocate for the great outdoors and someone that loves to explore nature’s wonders, I want to celebrate the 52nd Anniversary of Earth Day by highlighting a few things I’ve recently learned and personally witnessed....

Tuesday, March 23, 2021

It’s that time of year – tax season – and completing taxes for 2020 is likely to be complex and confusing for many Americans. For example, did you know: Unemployment benefits are taxable.1 Stimulus relief checks are...

Tuesday, March 9, 2021

Women’s History Month is a time to celebrate the many accomplishments of women, and encourage positive steps to help relieve money stress and help build financial security. A rarely discussed aspect of the American economy is the...

Wednesday, February 10, 2021

2020 was a year of challenges – physical, financial and otherwise. In the midst of the financial struggles early in the year, the U.S. government and Federal Reserve took extraordinary measures to help the economy get going again...

Wednesday, January 20, 2021

I’ve read the book The Millionaire Next Door by Thomas J. Stanley and William D. Danko multiple times and it never seems to get old. It’s loaded with very factual, qualitative statistics on millionaires in the United States...

Wednesday, January 6, 2021

Once in a very great while, there comes a year in the economy and the markets that may serve as a tutorial—in effect, a master class in the principles of successful long-term, goal-focused investing. 2020 was just such a year. On...

Monday, December 28, 2020

No matter what stage of your career you are in, I’m sure the thought of retirement has crossed your mind a time or two. The retirement party, the vacations, sleeping in, spending time on your golf game – you’ve worked...

Friday, November 6, 2020

And just like that, 2020 is (finally) coming to a close. As you get your financial house in-order and work through year-end planning, you may want to consider a Roth IRA conversion. Tax Planning is Key The primary consideration in a...

Wednesday, October 21, 2020

Whether you leave an employer for a wonderful new opportunity or lose a position because of the pandemic, it’s easy to forget about the money you have saved in your retirement plan. Sometimes, retirement plan savings can stay in...

Wednesday, September 2, 2020

A few weeks ago, we distributed a link to our “Half-time Report” video where we touched on factors that could impact market performance for the remainder of 2020. If you missed that and would like to view our full...

Wednesday, July 22, 2020

Choosing a financial advisor is a weighty decision. After all, you are entrusting an advisor with your future, hoping that they will help protect and grow what you have worked so hard to accumulate over the years, so you can realize...

Wednesday, June 17, 2020

Father’s Day 2020 will be unlike most Father’s Days we’ve experienced in recent years. It’s definitely given me a reason to pause and reflect on my own Father while he is a thousand miles away from me. My dad is...

Wednesday, May 27, 2020

You’re probably asking yourself, “what in the world is 5-29 day?” While it may not be an official holiday, we would venture a suggestion that it be added to the ranks of Pi Day (March 14th or 3.14), Star Wars Day (May...

Wednesday, May 6, 2020

As a child, my mom never taught me how to claim a deduction on my taxes or to maximize my 401(k) deferrals, but she taught me a few important lessons that I can carry into my financial life. Clean Your Room Take charge of your own...

Friday, May 1, 2020

As we continue to navigate the changes of the COVID-19 situation, we have recently written about the various changes the new CARES Act brought about for retirement accounts and Required Minimum Distributions (RMDs). I wanted to touch...

Friday, April 24, 2020

“It’s the little details that are vital. Little things make big things happen.” – John Wooden Little things make a big difference when it comes to financial planning. A decimal point, a comma, a percentage point...

Tuesday, April 21, 2020

Other Considerations for Retirement Accounts Lauren initially wrote about the CARES Act, in this BLOG which focused primarily on a change brought about in this new law that impacts many of our clients – the waiving of Required...

Tuesday, April 7, 2020

I originally drafted this blog back in early February with the intention of posting it just prior to the normal tax deadline. Rereading it now I’ve had to make some edits, but fortunately much financial advice is timeless....

Friday, April 3, 2020

I’m sure by now that most of you aware of the Coronavirus Aid, Relief, and Economic Security (CARES) Act that was signed into law last Friday. This emergency aid includes provisions such as support for small businesses, expanded...

Thursday, March 19, 2020

As you might expect, we are getting calls and emails from many clients who are all reacting differently to what is happening in the world today. A number are feeling very uncomfortable with all the news that is circulating, and the...

Tuesday, April 16, 2019

“Spring is nature’s way of saying: ‘Let’s Party!’” – Robin Williams Spring is finally here and with it come days of sunshine, blossoming trees, baseball season, open windows, pastels, and...

Friday, March 8, 2019

Happy International Women’s Day! “Here’s to strong women: may we know them, may we be them, may we raise them.” – Unknown What is International Women’s Day? The first International Women’s Day...