Back to Behavioral Finance Insights Managing Your Finances in Unprecedented Times Paul Sommerstad April 10, 2020
Meet The Author Paul Sommerstad Partner Paul is a Partner in the firm’s Retirement Plan Services Group. He has more than fifteen years of experience in the retirement plan industry and... Learn More
Behavioral Finance How to Use a 529 Plan For Retirement529 savings plans, traditionally used for education expenses, now offer a path to retirement savings with the ability to roll over unused funds into a…
Behavioral Finance It Pays to Start Early: Talking to Your Kids About MoneyIntroduce your children to the "4 Hs" - Happiness, Helpfulness, Hunger, and Humility, laying the foundation for a balanced understanding of wealth's role in life.…
Behavioral Finance Seven Easy Steps to an Effective Year-End Review of Your Family Finances As autumn brings renewed focus, it's the ideal season to evaluate and optimize your family's finances. Whether it's realigning financial goals, scrutinizing tax implications, or…
Behavioral Finance The Case for International Travel InsuranceWorld travel offers a myriad of experiences and memories, but it's not without risks. Travel insurance is a vital safety net, covering everything from lost…
Behavioral Finance The Art of Collecting, Part II: Why Some Cars Appreciate, but Most Do NotLet’s not bury the lede: of course, cars can appreciate in value. But why do some cars hold their value over time, while most do…
Estate Planning 2024 Gift, Estate, and GST Tax ChangesPartner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.
Investing 5 Things to Do in a Down MarketVolatile markets can shake the confidence of even the most committed long-term investors. Starting with a comprehensive financial plan, understanding just how much risk you…
Charitable Giving A Guide to Charitable Gifting OptionsDiscover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…