Financial Planning | Financial Advisor | Carmel | Indianapolis - Inflation Concerns? What Investors Should Do -雷竞技app下载iso

Paying For College – What Is an Eligible 529 Expense and Qualified Distribution?

Across the country, students are heading back to colleges in droves. Or at least will be in the coming weeks. And with that, the bills from the bursar’s office will start flooding in. The average cost of one academic year for in-state universities across the nation is $25,615. For private universities, a student spends on […]

2021 Retirement Account Contribution Limits

For 2021, the IRS brings a lot of the same with regards to retirement plan contribution limits. Nearly everything remains unchanged when compared to 2020 except maximum contribution limits (which really only comes into effect if you are self-employed or work for a generous employer). To me, this is a disappointment, as I see a […]

Estate Planning Alphabet Soup For High Net Worth Families

It looks like Joe Biden has won the White House and the Democrats have retained control of the House. The Senate is still up for grabs and will not be known until the Georgia runoff election in January, though if current predictions hold true, the Republicans will keep control. This is important to be aware […]

Someone Using Your Identity to File Unemployment Insurance Fraud? If So, Here’s What to Do.

An unfortunate thing happened to one of our clients recently. For privacy purposes, I will not use her real name but will instead refer to her as Donna. Being the owner of a business, Donna is notified when an ex-employee files for unemployment benefits. Depending on the nature of the business, this can be a […]

The Power of Gratitude

“The best way to create an optimistic world view is to practice gratitude on a daily basis.” – Shawn Achor. I thought this quote was fitting given today’s environment. For the folks who have not heard of Shawn, he is the CEO of Good Think, where he researches and teaches about positive psychology. He has […]

Four Ways to Save for College

The price of going to college has been steadily increasing since the 1980s. An article in Forbes published a couple years back noted that the cost to attend a university increased nearly eight times faster than wages did during this time. It is no wonder that saving and paying for college is a top concern […]