Join Kimberly DeProspero, CFP®, and Elliott Starman, Tax Managing Director at BDO, as they dive into some of the details you should be aware of as we continue preparing for this year’s tax season. Financial Strategies Group and LPL Financial do not provide tax advice…
Dimensional Fund Advisors was ranked #1 in Barrons Best Fund Families of 2022. You can continue reading more about the award and why DFA was chosen in this month’s newsletter. Thank you for trusting us as your advisors and the partners we are proud to…
As our team has continued to evolve and grow, we thought it would be nice to briefly reintroduce some of our team with a brief reminder of what we’re here to assist you with on a daily basis. We’re so grateful for you. Continue Reading…
The housing sector was a huge and early beneficiary of the super-loose monetary policy of 2020-21. But, once the Fed started tightening, housing took the lead downward, as well. This isn’t a repeat of the 2006-11 housing bust, but it will drag on. Don’t expect…
When we come across articles that speak to our core investment philosophies, we are inclined to share them with you all, especially during times of larger market and world events. During these events, emotions run heavy, and our instinct is to flee or immediately change…
“My Retirement is just as busy as when I was a consultant”- Bill Price The best part of our job is watching our clients create the life they worked so hard to achieve. We recently had the pleasure of speaking with our client Bill Price…
Long-term care includes a whole host of services that you may require to meet various personal needs. And eventually, around 60% of us will need assistance with things many take for granted, according to the Administration for Community Living, a division of the U.S. Dept….
Peer-to-peer payment apps have made splitting dinner among friends quick and easy. With a few clicks, you send money from your bank account to a friend’s bank account all from the dinner table. However, with the ease that new technology brings, scams typically follow. Zelle,…
If you’ve been reading our newsletter over the past few years, then you’re most likely familiar with the theme of this month’s letter. Gratitude. A simple word. One that we are all very familiar with and have even gone so far as to dedicate an…
With October being National financial planning month, we thought now was a better time than any to discuss just how crucial a financial plan is to your financial and personal goals. That said, it’s also the beginning of the year’s final quarter, and the end…