Category: Financial Planning

Commentary on financial planning in general and our financial planning approach, Blueprints, in particular.

Top 17 Year End Planning Reminders

Despite the hustle and bustle of the holiday season, it just might be in your best interests to take five minutes to consider the following year-end financial and tax planning idea list. Some are important to accomplish the last two weeks of the year and some you can...

Tax Planning 2019 and Beyond

There is not much you can do about lowering your 2018 tax liability just a few days before the April 15th filing deadline, but, since taxes are on everyone’s mind, it seems like a good opportunity to think about moves you can make to affect the outcome of your 2019...

Tale of the Jackrabbit

Recently we received a call from a financial planning client that we did some work for a few years back.  At the time, we developed a comprehensive financial plan which included a well thought out investment strategy.  The client investment assets were scattered...