by Dan Haines | Sep 28, 2023 | Financial Planning, Investments
You may be familiar with the phrase “Trust the Process”, popularized by former Philadelphia 76ers’ General Manager Sam Hinkie. Hinkie’s phrase referred to the team’s strategy of acquiring assets such as draft picks which could be used to acquire superstar players for...
by Dan Haines | Aug 24, 2023 | Financial Planning
As we review our clients’ tax returns from the previous year, we continue to look for opportunities to increase how much they keep of what they earn. We believe everyone should pay what they owe, however, there’s no need to leave a tip. This can include looking for...
by Dan Haines | Jul 18, 2023 | Financial Planning
Wealth is defined in the Merriam-Webster dictionary as, “an abundance of valuable material possessions or resources”. While this is one measure of wealth, many think about wealth as something else. In Morgan Housel’s book, “The Psychology of Money”, Housel sums up...
by Dan Haines | Apr 27, 2023 | Financial Planning
Inflation has been making many parts of our lives more expensive – cars, food, and home prices are a couple of areas that immediately come to mind. Policymakers are attempting to lower inflation by raising interest rates. This has been especially painful for those...
by Dan Haines | Feb 28, 2023 | Financial Planning
Around tax time, it can be surprising to see how much you pay in taxes each year. It could be because you focused on the after-tax amount deposited in your bank account or its not until you pull all your information together at the end of the year that you see the...
by Dan Haines | Jan 19, 2023 | Financial Planning, Retirement
Near the end of last year, the Consolidated Appropriations Act of 2023 was passed. This large spending bill included a retirement bill known as the SECURE Act 2.0. This retirement bill is wide-ranging, covering areas such as retirement account contributions, education...
