You just started your new job, or you met a qualifying life event mid-year Now what? I’d go to say 99% of new clients I start working with are not fully taking advantage of their benefits offered at work Here’s the ultimate guide to unlocking all of your company benefits:

Remember, goals change.. constantly! The house you were planning to buy 5 years down the road with just your spouse now has to be scaled up because you want to start a family You have a loved one or someone close to you pass away that makes you want to modify how you live

A reminder that it’s really important to be diligent in your investment research if you are picking your own funds A blanket “I only invest in ETFs because they are low cost” isn’t always the best thing There are asset classes where mutual funds have consistently outperformed

About to complete my first 529 plan to Roth IRA rollover! It’s fun to finally implement something that’s talked about for a bit now since the law change Client of mine didn’t end up using all 529 plan assets for their adult son One easy form in Ohio allows the 529 provider to

When you have a baby, or will in the near future, there are many things that need to be reviewed/updated: - Savings strategy and what plan is for college/private pre-college - Health Insurance review and potential updates - Consider Dependent Care FSA if appropriate -

“Matt, did you see the DOW is up 400 points today?” First, no I didn’t Second, that means nothing to most people even those saying it, and I know they just read a headline. What is that in % terms? Third, if you know what the markets are doing on a day to day basis, I’ll say