KEY TAKEAWAYS – THE CONSOLIDATED APPROPRIATIONS ACT

Author: Joe Baranek, Senior Planning Associate   On Monday, December 27th President Trump signed a second pandemic relief package worth $908 Billion. Below are some of the key takeaways for The Consolidated Appropriations Act: Second round of stimulus checks –...

ORGANIZE YOUR FINANCES: INSURANCE COVERAGE (PART V)

Author: Michael J. Moss, CFP®, Head of Client Services, Senior Managing Director   If you have followed the steps in our previous posts in this blog series, then you likely have a much clearer picture and good handle on your financial assets and estate documents....

ORGANIZE YOUR FINANCES: ESTATE PLANNING (PART IV)

Author: Michael J. Moss, CFP®, Head of Client Services, Senior Managing Director   Estate planning is a commonly overlooked part of one’s financial plan. While your balance sheet and cash flow are key to ensuring financial stability and peace of mind now, it is...

ORGANIZE YOUR FINANCES: CASH IS KING (PART III)

Author: Michael J. Moss, CFP®, Head of Client Services, Senior Managing Director   Perhaps the most important advice in financial planning is to “spend less than you make.” These simple words of financial planning wisdom apply to everyone. Whether you are an...

ORGANIZE YOUR FINANCES: BUILDING A BALANCE SHEET (PART II)

Author: Michael J. Moss, CFP®, Head of Client Services, Senior Managing Director   As we mentioned in our first post in this series, organizing your finances can be hard work, but well worth it in the end. You’ll feel accomplished, much like you would after...

ORGANIZE YOUR FINANCES: SPRING CLEANING FOR YOUR WEALTH

Author: Michael J. Moss, CFP®, Head of Client Services, Senior Managing Director   Do I have a complete listing of all my assets and liabilities and their values? Do I regularly log into financial accounts? Do I know my annual income and expenses?  Do I...