Don’t Forget to File! 8 Tax Filing Tips to Help Mitigate the Stress

Posted on March 29, 2024 by Rick Fisher Jr.

If you hear the term HENRYs mentioned during a financial conversation, you may or may not be familiar with the fairly new acronym. It stands for “High Earners, Not Yet Rich,” or another way to describe them is “high earners with little to no savings,” or the “working rich.” If individuals that are big spenders and not in the habit of saving much yet, they may find a way to mitigate some of their financial stress through modifying their tax filing strategy. […]

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Old 401(k), New Tricks: 6 Tips for Rolling Over Your 401(k)

Posted on March 22, 2024 by Rick Fisher Jr.

The average American worker will change jobs more than once in their lifetime. While there are multiple options such as leaving your 401(k) in your former plan if allowed, cashing out the account balance, or transferring the 401(k), many decide to roll over their old 401(k) to their new employer’s plan or other investment vehicles such as an IRA, Roth IRA, or an annuity. Here, we provide tips to help the rollover process go quickly and smoothly for you. […]

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The Role of AI in Investing and Financial Planning

Posted on March 15, 2024 by Rick Fisher Jr.

The integration of tech can amplify the capabilities of financial professionals

As investors navigate the dynamic landscape of the financial markets, they find themselves at the intersection of cutting-edge technology and traditional expertise. The advent of Artificial Intelligence (AI) and data-driven solutions has undoubtedly revolutionized the financial advisory space.

However, as industry research suggests, the next generation of investors places immense value not only on the personalized and immediate benefits AI brings but also on the human touch provided by financial professionals. […]

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Pearls of Wisdom: Wealth Preservation for High-Net-Worth Women

Posted on March 8, 2024 by Rick Fisher Jr.

Wealth preservation is essential for high-net-worth (HNW) individuals, but it warrants a gender-specific focus, too. Particularly for HNW women, understanding the complexities of wealth preservation is crucial. Whether due to inheritance, accomplishment in the corporate world, or entrepreneurial fulfillment, more women today find themselves in the ranks of HNW individuals. […]

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Markets Heating Up

Posted on March 6, 2024 by Rick Fisher Jr.

As spring approaches, the weather is starting to warm up. For the stock market, the temperature has been rising for a while now. In fact, since December 2023, the S&P 500 has not experienced a pullback of even 2%. Strong starts to years tend to signal more gains ahead, so this calm market may not precede a storm. In fact, when the S&P 500 has been up in January and February, it has gained an average of 11% over the rest of the year and has been higher in 26 out of 28 cases. […]

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Building Credit Confidence: Empowering High-Earning Women on the Path to Financial Success

Posted on March 1, 2024 by Rick Fisher Jr.

As high earners not rich yet (HENRYs), women may find themselves in a position where their earning potential is high, but they may still have uncertainties about building their credit confidence. Establishing and managing credit is a crucial aspect of financial well-being, and confidence in this realm may help you unlock a broad range of future opportunities. Here are five empowering ways to help you build credit confidence. […]

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The Benefits of Getting A Second Financial Opinion

Posted on February 23, 2024 by Rick Fisher Jr.

When it comes to medical or legal advice, the value of getting a second opinion is fairly well established and defined. What about financial decisions? At what point does it make sense to get a second (or a third) opinion on money matters? Here we discuss some benefits of seeking a second financial opinion, including a few situations in which a gut check may not just be useful but downright necessary. […]

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All About Financial Planning

Posted on February 16, 2024 by Rick Fisher Jr.

No matter where you are in life, you may have at least a few financial goals. Perhaps you want to buy a house, save for your child’s college education, or retire early. Regardless of what your goals are, financial planning can help you work towards them. Let’s dive deeper into what financial planning is and how it may benefit you. […]

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Our Teams’ Favorite Game Day Recipes!

Posted on February 9, 2024 by Rick Fisher Jr.

Dawn’s Mini Taco Recipe Ingredients Serve with Directions Heather’s Honey BBQ Crockpot Meatballs Ingredients Directions Sheala’s Ham and Cheese Sliders Ingredients Directions Jessica’s Stars Recipe Ingredients Directions Walt’s Cheesy Hot Crab Dip Ingredients Directions Oven Directions Slow Cooker Directions It should keep well for up to an hour on the KEEP WARM or LOW setting.  […]

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Get Your Healthcare Affairs in Order as You Approach Retirement

Posted on February 9, 2024 by Rick Fisher Jr.

Healthcare is one of the more difficult areas to navigate as you get closer to retirement. With so much focus on saving enough for retirement and ensuring that your investments will keep up with inflation, many people fail to square away their healthcare affairs before retirement age. However, if you want a greater chance of enjoying your retirement, getting your healthcare priorities in order sooner rather than later is critical. […]

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