Super Catch Up Contributions
Under SECURE 2.0, workers aged 60-63 can now contribute up to $34,750 to their 401(k) in 2025, thanks to a…
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- Retirement Ready
Welcome to the Professional Planning & Wealth video insights! Check out the intro video to learn a bit about our three distinct video series, each designed to help you take control of your financial journey.
- Retirement Ready is our flagship series designed to give you a deeper dive into your financial planning for the future.
- A$AP Finance is a series of short (3 minutes or less) videos designed to help you get control of your money.
- Random Gleanings lets us nerd out on current market and economic events and get into the details about what we see and what’s got our attention.
- Retirement Ready
- Random Gleanings
Explore our blog for videos and resources
You can find information related to current economic and market news (Random Gleanings series) as well as quick tips for financial wellness (A$AP Finance series) and readying for retirement (Retirement Ready series).
5 Retirement Mistakes To Avoid
In this video, we highlight the key mistakes to avoid when planning for retirement to ensure a secure future. It’s…
Investing in Your City: Understanding the Basics of Municipal Bonds
Looking for a smart, tax-free investment option? 🌟 Municipal bonds might be just what you need! These bonds offer tax-free…
Tax Smart Charitable Giving – Donor Advised Funds
Charitable giving is so good! It is good for those in need of the support, of course, but the Cleveland…
Selling Your Business: Managing Taxable Wealth
While not every family has a liquidity event from selling a business, we see everyday business owners frequently that have…
401(k) Markets & Economic Update: Q1 2025
Welcome to the first quarter 2025 market and economic update. We really want you to watch this video, so thanks…
Dollar Cost Averaging Your Money
If you read anything from year-end 2024, you’ll probably read that markets have been on a tear, or at least…
Rates vs Stocks: What Happens Next?
Video Recorded: November 12th, 2024 Dear Friends, We are including in this writeup the visuals we discussed in this episode…
Election 2024 & Markets: A New Regime?
Video Recorded: November 12th, 2024 Dear Friends, We are including in this writeup the visuals we discussed in this episode…
The Widow Tax: What is it? And How to Avoid it
Benjamin Franklin once said, “In this world nothing can be said to be certain, except death and taxes.” Oddly enough,…
Downsizing? The true cost of going smaller when you retire
Real Estate and Downsizing Today I’m going to share with you the costs on both sides of downsizing or staying…
Average Pullback During a Bull Market???
As Ron Burgundy (from the movie, Anchorman) said, “Well, that escalated quickly.” Monday, August 5th, saw the third highest volatility…