21 Dec 2021 | Your Year-End Financial Planning Checklist
Before the holiday season gears up, there are some things you should check off your list to stay on top of your finances....
The Family CFO Blog
14 Dec 2021 | How To Invest In Periods Of Increased Inflation
Inflation has been in the headlines all year, and the Federal Reserve has consistently categorized it as “transitory” despite ongoing supply chain issues and continuing labor shortages driving both prices and wages upwards. Fed Chairman Powell has now retired the transitory language. This may seem...
07 Dec 2021 | Carilion 457(b) Enrollment & Benefits Update
Annual enrollment for the Carilion Clinic 457(b) plan is now open from December 1st to December 15th. Unlike previous years, enrollment is 100% online through the Principal website. This plan provides a valuable benefit with the ability to contribute $20,500 in addition to the 403(b). For high-income earners in...
30 Nov 2021 | Your Guide to Trusts: A Flexible Financial Planning Tool
You’ve worked hard to build your wealth and a nest egg for your retirement years, but how are you going to pass down your assets to your family, kids, and grandkids? If you’re like many of the investors we work with, you may consider setting up...
23 Nov 2021 | Blurred Lines: Are you Trading or Investing?
The longest bull market in history lasted from March 2009 to March 2020.1 We then saw the shortest bear market ever, ending just 33 days after the S&P 500 dropped more than 30%.2 Investors were already primed to think that the rising tide of a bull...
17 Nov 2021 | Donor-Advised Funds: Tax-Optimize Your Charitable Giving
Donor-advised funds have been around for decades, but only recently have they become wildly popular vehicles for charitable giving. They offer immediate tax benefits while allowing you to determine when & how much to gift each year. Inside the fund, the assets can grow tax-free...