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 [...]
How to Get Your Files in Order
If you are like me, you have a filing cabinet that continues pile [...]
Discerning Order in Randomness
The chart below might look familiar to you. It was created by the [...]
Don’t Panic If You Stopped Saving
As we assess the effects of a year we couldn’t have anticipated, many [...]
What is a Learning Curve?
How many times have you heard someone mention a learning curve? It seems [...]