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When Two Goals Collide: Balancing College and Retirement Preparations
By Mark FisselPosted on February 14th, 2022
You’ve been doing the right thing financially for many years, saving for your child’s education and your own retirement. Yet now, as both goals loom […]
Learn MoreSmoothing Market Ups and Downs
By Mark FisselPosted on February 14th, 2022
After the wild ride of 2020, the U.S. stock market was relatively calm in 2021, but there was still plenty of volatility. There were 55 […]
Learn MoreJanuary 2022
By Mark FisselPosted on January 27th, 2022
2021 Market Market Reviewfrom Clint Edgington, CFA As is usually the case, the headlines of a year that are memorable are generally negative. 2021 will likely […]
Learn MoreAre You a HENRY? Consider These Wealth-Building Strategies
By Mark FisselPosted on December 20th, 2021
HENRY is a catchy acronym for “high earner, not rich yet.” It describes a demographic made up of young and often highly educated professionals with […]
Learn MoreBuilding Blocks for Financing College with Less Debt
By Mark FisselPosted on December 17th, 2021
Financing a college education with the least amount of debt involves putting together a variety of resources in the most favorable way for your family. […]
Learn MoreP/E Ratios Offer Multiple Perspectives on Value
By Mark FisselPosted on November 30th, 2021
Many factors go into decisions on buying or selling shares of a particular stock, but the price/earnings (P/E) ratio can be a helpful starting point […]
Learn MoreCharitable Giving Can Be a Family Affair
By Mark FisselPosted on November 30th, 2021
As families grow in size and overall wealth, a desire to “give back” often becomes a priority. Cultivating philanthropic values can help foster responsibility and […]
Learn More401(k) and IRA: A Combined Savings Strategy
By Mark FisselPosted on November 30th, 2021
Contributing to an employer-sponsored retirement plan or an IRA is a big step on the road to retirement, but contributing to both can significantly boost […]
Learn MoreIs Your Business Eligible for the Research and Development Tax Credit?
By Mark FisselPosted on October 28th, 2021
Has your business encountered and solved technological challenges in recent years? Maybe you invested in software development, re-engineered manufacturing processes, or performed laboratory testing. If […]
Learn MoreYear-End 2021 Tax Tips
By Mark FisselPosted on October 28th, 2021
Here are some things to consider as you weigh potential tax moves before the end of the year. Defer Income to Next Year Consider opportunities […]
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