It Doesn’t Matter Until it Does
Insurance may not be the first thing that comes to mind when you [...]
An Opportunity in the Making
The start of 2022 has been rocky, to say the least. Recently, the [...]
Really, You Don’t Need to Look
Have you been losing sleep over the stock market? If there’s any way [...]
Maximizing Your Giving Strategy
The Tax Cuts and Jobs Act (TCJA) that was passed in 2017 changed [...]
Year-End Reminder: Tax-Planning Opportunities
Every year, U.S. taxpayers face a number of year-end deadlines which, if ignored, [...]
How Will You Invest My Money?
At Strategence Capital, our investment approach can be summed up in a simple [...]
Year-End Reminder: Consider a QCD
Taking Required Minimum Distributions? Charitably Inclined? Consider a QCD A QCD is a [...]
How Much Should I Save for Retirement?
When we meet with someone in a retirement plan, one of the first [...]
The Importance of Time
The smart folks over at Bespoke Investment Group recently published a piece that [...]
HSA: Three (good) Strikes
This may be one of the best financial planning tools that we at [...]