The Financial Translator

This episode provides a market update through April 30, 2026! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!

Here is a financial framework for those starting their first job – and a refresher for others already working.   Head over to my recent blog post for more information, including visuals to walk you through this blog. Interested in learning more about our firm? Click here to schedule a call!

This episode provides a market update through March 31, 2026! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!

Free money is good – from both Treasury and individual donors – but be sure to consider existing alternative accounts for new deposits. Head over to my recent blog post for more information, including visuals to walk you through this blog. Interested in learning more about our firm? Click here to schedule a call!

This episode provides a market update through February 28, 2026! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!

The key documents your accountant needs – and yes, there is still time for contributions to impact the 2025 tax year.

This episode provides a market update through January 31, 2026! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!

Tax planning is a year-round topic.  Be sure to incorporate the new OBBBA changes.   Head over to our recent blog post for more information. Interested in learning more about our firm? Click here to schedule a call!  

This episode provides a market update through December 31, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!

Here is my traditional holiday post.  Happy Holidays! Head over to our recent blog post for more information. Interested in learning more about our firm? Click here to schedule a call!

This episode provides a market update through November 30, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!

Not all tax planning moves can wait until next spring.  Here are some things to consider now.

It’s that time of year.  Don’t just click on last year’s options - take a closer look and pick up some value.

This episode provides a market update through October 31, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!

It’s that time of year.  Don’t just click on last year’s options - take a closer look and pick up some value.

This episode provides a market update through September 30, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!

A recent family vacation provided a refreshing “nature bath” and reinforced some fundamental retirement planning concepts.

This episode provides a market update through August 31, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!

Here are some financial tips to add to your “packing list” as you head off to college.

This episode provides a market update through July 31, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!

The tax bill signed into law July 4th will impact everyone starting in 2025.  Which features and size of impact depends on income and other items.   Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!

This episode provides a market update through June 30, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!

Less than 10 years before Social Security and Medicare Trust Funds hit $0.  Then mostly payroll taxes only will be available to cover promised benefits.  Here is a financial overview of these programs in a Q&A format.   Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!

This episode provides a market update through May 31, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!

An overview of options and a few common uses.   Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!

This episode provides a market update through April 30, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!

Before tossing your 2024 tax return in the electronic file, take a look at some key lines and engage in tax planning for a better 2025 return.     Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this topic. Interested in learning more about our firm? Click here to schedule a call!

This episode provides a market update through March 31, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!

Here are the documents accountant is looking for – and yes still time to impact 2024 tax year.    Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this topic. Interested in learning more about our firm? Click here to schedule a call!

This episode provides a market update through February 28, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!

Here is a financial framework for those starting their first job – and a refresher for others already working.   Head over to our recent blog post for more information, including graphs and visuals to walk you through this podcast. Interested in learning more about our firm? Click here to schedule a call!  

This episode provides a market update through January 31, 2025! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!

Here are a few new features effective in 2025 from SECURE Act 2.0.  Also note Social Security Fairness Act passed in early January.   Head over to our recent blog post for more information, including graphs and visuals to walk you through this podcast. Interested in learning more about our firm? Click here to schedule a call!

This episode provides a market update through December 31, 2024! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!    

Here is my traditional holiday post. The energy and excitement of youth is especially noticeable this time of year. Soak it in but also remember to recognize and encourage this energy year-round but without "measuring you by the yardstick of my own years." Happy Holidays!   Interested in learning more about our firm? Click here to schedule a call!

This episode provides a market update through November 30, 2024! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!

Not all tax planning moves can wait until next spring.  Here are some moves to consider now. Head over to our recent blog post for more information, including graphs and visuals to walk you through this podcast. Interested in learning more about our firm? Click here to schedule a call!

This episode provides a market update through October 31, 2024! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!

It’s that time of year.  Don’t just click on last year’s options - take a closer look.  Also note higher contribution limits, especially if age 60 - 63!   Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!

This episode provides a market update through September 30, 2024! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!

After 8.7% for 2023 and 3.2% for 2024, the SS inflation adjustment for 2025 is expected to be around 2.5%; finalized on October 10.   Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!

This episode provides a market update through August 31 2024! Want to learn more about this? Head over to our recent blog post for more information, including graphs and visuals to walk you through this market update. Interested in learning more about our firm? Click here to schedule a call!

Here are some financial tips to add to your “packing list” as you head off to college. Want to learn more about withdrawing funds from your 529 Plan, covering the cost of college, establishing a Power of Attorney for your child, and more? Head over to my recent blog post!  Interested in learning more about our firm?  Contact us today by clicking here. We can't wait to hear from you!

This episode provides a market update through July 31 2024! Interested in learning more about this topic? Head over to our blog by clicking here for more information -- including graphs and visuals. Interested in learning more about our firm? Click here to schedule a conversation!

US Large Cap equities have performed extremely well lately. Can that continue? Don't miss our accompanying blog here. Have questions? Reach out! We're here to help.

This episode provides a market update through June 30 2024!

Here is my graduation gift for those starting their first job - and a refresher for others already working. Interested in learning more about this topic? Don't miss our blog post! Want to to learn more about our firm? Schedule a call today by clicking here.

This episode provides a market update through May 31 2024!

The latest funding status of Social Security and Medicare is available.  Yes, the programs will be around when you retire, but benefits may be reduced.  Here is a financial overview of these programs in a Q&A format.

This episode provides a market update through April 30 2024!