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Your Values & Your Wealth: Sustainable Investing

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Your Values & Your Wealth: Sustainable Investing

Your Values & Your Wealth: Sustainable Investing  A discussion on ways to incorporate sustainable investing with Kiley Miller, Associate Portfolio Manager – Impact Portfolios at Envestnet  

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How to Fit the Kids’ College into Your Financial Plan

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How to Fit the Kids’ College into Your Financial Plan

There is a strong premium on earning a college degree, perhaps driven by previous generations who witnessed the power of education. But you may find yourself receiving a student loan bill every month, even now as you contemplate sending your kids to college. Though an education continues to pay dividends, the amount owed can seem insurmountable.

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Nourish Series

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Nourish Series

Monthly Webinars to Bring You Greater Financial & Personal Nourishment   We got such great feedback from our fall Nourish webinar series and spring COVID videos, that we decided to develop a new live monthly webinar to help bring you more ways to find ease, clarity, and nourishment in your personal and financial lives. Together over the course of the year we are going to bring you discussions with nationally recognized wellness and financial educators to explore important wellness and financial topics. We’ll talk about health strategies, healthy cooking, sustainable investing, how to write your ethical will, medicare, education planning,...read the full article

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April Letter from Bob & Kerry: COVID A Year Later; Avoiding 7 Retirement Traps

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April Letter from Bob & Kerry: COVID A Year Later; Avoiding 7 Retirement Traps

Happy April! We hope you are staying healthy and nourished as we move into Spring. As we continue to talk with many of you during our reviews, it’s become clear that many of you are cautiously optimistic about the markets but also understand that the road could continue to be a little bumpy. In our April letter, we thought it would be helpful to share some thoughts on the last year, as well as a few thoughts for those of you near/approaching retirement.

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The Promise of the Biotech Industry and What It Could Mean to Investors

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The Promise of the Biotech Industry and What It Could Mean to Investors

I bet you’ve never heard of Dystrophic Epidermolysis Bullosa (DEB). It’s a rare disease where a person’s skin falls off! Areas that are often rubbed, like your elbow from sitting at a table or your thighs from wearing pants, become a constant battle. It’s painful, and patients suffer from frequent infections. The US spends about $400,000 per patient each year trying to repair the damaged skin, only to see a new patch fall off. Doctors can turn to antibiotics, steroids and skin grafts, but because this is a genetic disease, the underlying issue remains.

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Traditional or Roth – Which IRA Works for You?

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Traditional or Roth – Which IRA Works for You?

Many of us all but ignore our retirement accounts for much of our working lives. We look at a pay stub and have a vague sense of the “minuses:” Social Security, insurance, taxes. But the IRA is one of the most powerful retirement savings tools available to us, and so it warrants our attention. 

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2021 – What You Need to Know About the Upcoming Tax Season

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2021 – What You Need to Know About the Upcoming Tax Season

There are still ways to save before you file your taxes this year. During our webinar we’ll cover: Retirement plan contribution Executive compensation strategies Charitable giving strategies Estate and gift tax planning Other important tax strategy ideas.   Please reach out to us if there are any questions or planning ideas we can talk through with you. Best, Kerry Meath-Sinkin CFP®AIF® Partner, Wealth Advisor     For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

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The Cost of Infertility: How to Navigate the Finances of IVF

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The Cost of Infertility: How to Navigate the Finances of IVF

By Erin Wood, Senior Vice President, Financial Planning and Advanced Solutions After my struggle with pregnancy issues, I was surprised by how quickly I found out I wasn’t alone. Friends, relatives, coworkers – people I’d known for years – were suddenly sharing with me a vital but private part of their life.

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Rebate Checks, Child Tax Credits, Unemployment Benefits and More: What You Need to Know about the $1.9 Trillion Stimulus Package

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Rebate Checks, Child Tax Credits, Unemployment Benefits and More: What You Need to Know about the $1.9 Trillion Stimulus Package

The latest stimulus package – signed into law Thursday by the Biden Administration – is built to boost the middle class and low-income Americans, the goal being of course to speed up economic recovery.

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What to Expect From Low Volatility Investing: Insight into QBI Strategies

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What to Expect From Low Volatility Investing: Insight into QBI Strategies

During the past decade, ending December 2019, low volatility investing has been embraced by many investors due to above average adjusted performance. With the turn of events, the year 2020 witnessed a negative surprise for low volatility stocks. This surprise further intensified when value investing seemed to make a comeback as COVID-19 vaccines arrived.

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