Latest Insights Archive
Budgeting With a High Income
As a financial planner who works with attending physicians, I see one mistake consistently being made when it comes to personal finance: Individuals who are
New Year’s Resolutions Your Wallet Will Thank You For
This time of year, the internet is flooded with information about setting (and sticking to) New Year’s Resolutions. Here’s the thing, and I know this
Avoiding Budget-Busters in the New Year
With every new year, I see a huge number of people committing to live a better financial life. If that sounds like you – there’s
Student Loans and Your Taxes: How They Work Together
Did you know that your student loans have a big impact on your taxes? That’s right – your student debt influences whether you should file
Is Your Student Loan Grace Period Over?
Are you confused about your student loan grace period? You’re not alone. Many new grads feel frustrated and a little lost about how long their
Contribute Now, Save Later: Taxes and Your 401(k)
Most people are aware that their 401(k) is an excellent tool for retirement savings. In fact, Americans with access to a 401(k) plan are making
The (Surprisingly) Positive Impact of Rising Rates on Municipal Bonds
While interest rates have already increased considerably since the end of August, some investors remain concerned about potential additional increases as the monetary policies
What’s Your Passion?
Do you spend much time around people whose creative energy and passion are irrepressible? They’re contagious. Regardless of the topic, you want to know
More Is Caught Than Taught
What if our kids could magically acquire solid money management skills? Don’t most parents hope their children grow up to be responsible adults with sound
How to React to the Recent Stock Market Volatility
Last year was a remarkable year for stocks. Gains were relatively large, with the S&P 500 Index returning 21.8% for the year, but not unprecedented. The smoothness
A Look Back at 2017
A Look Back at 2017; What to Look Forward to in 2018 I enjoy the end of the year, spending time looking back fondly
(We Think) The Only Tax Reform Post You Need To Read
Most of us will be getting a tax reduction as of January 1st. Major tax reform typically occurs only once every few decades, and as
“A Picture Is Worth A Thousand Words” – English Language Idiom
The New York Times Sketch Guy columnist, Carl Richards, recently wrote a column on July 17th, 2017 titled “When Following the Flock is Not a
Is Your Financial Advisor a Fiduciary? It is Worth Finding Out.
With all the financial media attention given to the term fiduciary in recent months, many people have been asking me questions on the topic. “What
Lilly VERP
As many of us in the Indianapolis community know by now, Eli Lilly plans to cut about 3,500 jobs worldwide by the end of the
