Time to Rebalance Your Portfolio

Time to Rebalance Your Portfolio?

April 1, 2021
You don’t want to rebalance your portfolio just to do it or because certain stocks or bonds temporarily fall...
Your Questions, Answered: Financial Spouse

Your Questions, Answered: Financial Spouse

March 25, 2021
On this week’s episode of Your Questions, Answered  Nicholas Rafetto  talks with  Brian Leitner  about educating your spouse on...

Your Questions, Answered: Considerations for Vacation Homes

March 4, 2021
On this week’s episode of Your Questions, Answered  Valerie Escobar talks with  Brian Leitner  about things to consider before...
IRAs Traditional or Roth, Grow

IRAs: Traditional or Roth?

February 6, 2021
The traditional IRA and Roth IRA have pros and cons, and, depending on your personal circumstances, one may be...

Should You Rollover an Ira To an HSA

February 5, 2021
For many people, health savings accounts (HSAs) provide an affordable way to pay for medical expenses. When paired with...

Tax Strategies for Funding Higher Education

February 4, 2021
Parents typically use 529 accounts to cover the costs of paying for their children’s college. The advantages are that...
Answers to 401(k) Questions

Answers to 401(k) Questions

January 27, 2021
Here are a few answers to less common questions about 401(k) retirement accounts. Q: What can I do...
Traditional vs Roth 401(k)

The Traditional 401(k) vs. Roth 401(k)

January 21, 2021
Retirement savings plans can be confusing. If you’re in the working world, chances are that your employer offers a...

Relief For Students

January 21, 2021
If you have a college student who has had his or her semester of in-class learning turned into a...
Catch-Up Contributions: Saving As Much As You Can For Retirement

Maximize Retirement Savings With Catch-Up Contributions

January 13, 2021
As you are planning for your retirement, it’s important to save early and often. If you wish to maximize...
Deadlines for RMDs and Qualified Charitable Distributions

Deadlines for RMDs and Qualified Charitable Distributions

January 11, 2021
Q: I turn 72 in 2021, when do I need to start taking money out of my IRA? ...

Investing for Impact

January 7, 2021
You and your family have unique financial goals. Often, those goals are based on individual and family values. You...

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