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Financial Benefits of Hiring Your Kids in the Family Business

June 24, 2022 by Ian Foster

Bringing your children into the family business has its pros and cons that range from teaching kids strong work ethics to alienating other employees due to nepotism. Many parents may not even want their children in the family business at young age so they can […]

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How Rising Rates May Impact Your Portfolio

May 23, 2022 by Ian Foster

How Rising Rates May Impact Your Portfolio The Federal Reserve has acknowledged that the post-pandemic inflation we have seen isn’t as transitory as once hoped. Supply chain issues haven’t cleared up as quickly as expected and inflation is beginning to take its toll. In an […]

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4 Important Changes with SECURE Act 2.0

April 27, 2022 by Ian Foster

On March 29th, the House of Representatives voted 414-5 in favor of the “Securing a Strong Retirement Act of 2022” or as it is better known, SECURE Act 2.0.  Next the bill will go to the Senate and if passed will expand on the SECURE […]

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Russia Could Default on Debt as Sanctions Cripple Economy

March 17, 2022 by Ian Foster

The devastating war and humanitarian crisis in Ukraine continues to remain in the forefront of news outlets and in the hearts of individuals around the world. Russia has beenthe recipient of financial sanctions from the west, including freezing over $300 billion of foreign reserves due […]

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Monte Carlo Analysis: Are you using this powerful tool when planning for your future?

February 24, 2022 by Ian Foster

A few blog posts ago, we examined the 4% retirement rule of thumb. The 4% rule was based on William Bengen’s examination of every rolling 30-year period from 1926 to the mid-90’s. He found that during that time period, a retiree could withdraw 4% of […]

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Is This Volatility Normal?

January 26, 2022 by Ian Foster

Investing

As many have noticed, markets have been extremely volatile this week, first heading into correction territory and then bouncing right back.1 In the moment these might seem like out of the ordinary moves, but are they? The simple answer is not really. These things happen […]

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Giving the Gift of Stock

January 12, 2022 by Ian Foster

Monetary gifts come in all sizes, shapes, and forms. From a dollar in the donation bucket to the purchase of savings bonds for grandchildren, monetary gifts are a generous expression of support that benefit both the recipient and the donor who shares in the joy […]

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Does the 4% Retirement Rule Still Hold Up?

December 20, 2021 by Ian Foster

Does the 4% Retirement Rule Still Hold Up? One of the most prevalent rules of thumb in personal finance is the 4% withdrawal rate. This was coined by financial planner William Bengen in the mid 90’s when he found that over every rolling 30-year period […]

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Employee Stock Options: Just like owning the stock, right?

November 17, 2021 by Ian Foster

If you currently or have ever worked for a large company, there is a good chance that you’ve received stock options as part of your compensation package.  These can be a great way to enhance your overall savings and are a very nice benefit to […]

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5 Important Points of the new “American Families Plan” Tax Proposal

September 28, 2021 by Ian Foster

On September 13th the house ways and means committee released their new tax proposal.  Read on to learn about 5 important changes! New Tax Brackets! The new bill titled “The American Families Plan” would change the current tax brackets as shown below. Single Married Filing […]

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