Blog
Our team name, Beyond Finance, was chosen for a reason. We know everyone has interests other than market returns and retirement planning- we do, too! In this section, you may find members of our team sharing personal stories, photos, events, or celebrations. Perhaps we will throw in a fun quiz to test your knowledge on a random topic. If you've heard us mention "Personal Living Legacy" and are interested in learning more, we will be adding on-going articles and information that we hope will encourage families to capture those important memories for future generations. After all, don't we all want to be remembered for more than our financial portfolios?
December 2023: Your Money Matters
This month’s Your Money Matters newsletter contains helpful information about how biases affect your financial choices, the link between debt and stress, important considerations before tapping retirement savings to pay for a...
Read MoreDecember 2023: Retirement Readiness
This month's Retirement Readiness newsletter features a look at how your financial mindset changes during retirement, an overview of probable sources of your retirement income, ways to supplement your Medicare coverage, and...
Read MoreNovember 2023: Your Money Matters
This month’s Your Money Matters newsletter contains helpful information about how capital gains are taxed, important considerations regarding your life insurance needs, a look at how asset classes perform, and an overview of...
Read MoreNovember 2023: Retirement Readiness
This month's Retirement Readiness newsletter features a look at the different parts of Medicare, considerations for retaining your life insurance post-retirement, insights about disability insurance, and five considerations...
Read MoreOctober 2023: Your Money Matters
This month’s Your Money Matters newsletter contains a fun (and retro) "graphic novel" overview about identity fraud (October is National Cyber Security Awareness Month!). We also cover helpful information about municipal bonds,...
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October 2023: Retirement Readiness
Our newsletter this month features information about living trusts, how Medicare can address healthcare needs in retirement, navigating your estate plan for a blended family, and what to look for in an extended-care policy. We hope...
Read MoreSeptember 2023: Retirement Readiness
Our newsletter this month features information about keeping your portfolio aligned with your tolerance, how to maximize the impact of charitable donations, understanding Medicare options, and the benefits of volunteerism in...
Read MoreSeptember 2023: Your Money Matters
This month’s Your Money Matters newsletter contains helpful information about managing an inheritance, foundational steps for building wealth, a helpful checklist when dealing with the loss of a loved one, and important steps to...
Read MoreAugust 2023: Your Money Matters
This month’s Your Money Matters newsletter contains helpful information about how inflation impacts your portfolio, why it's important to control your future by creating a will, understanding equity compensation, and insuring...
Read MoreJuly 2023: Your Money Matters
This month’s Your Money Matters newsletter contains great tips for revising how you view your bucket list, new tax rules to know when selling your home, info on why portfolio rebalancing is so important, and considerations when...
Read More3 Ways to Set Goals You’ll Keep
The new year is an opportunity for new beginnings – including setting new goals! Whether big or small, setting resolutions can help create a path to greater happiness and freedom. Here’s the thing – setting and...
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Time-Saving Tips for School Mornings
If you have school-age children, you know about the hectic morning routines that make launching a rocket into space look easy. We found some online tips for getting everyone out of the house on time. Some are interesting and a bit comical.
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