Watch our second Quarterly Conversation of 2024, now on video, to hear the Planning Capital team on: Why we expect the rally in US Stocks to broaden out. Earnings growth: it’s increasing in a big way. Expect double digits in 2024. The strong stock performance we’re seeing right now isn’t speculative, but based on real … The post April 2024 Quarterly Conversation Video Recap appeared first on Planning Capital ..read more

Collaborative law is an alternative method of dispute resolution in divorce and family law that allows parties to come to a settlement outside of the courts. Both for the attorneys who practice collaborative law and for their clients, there are several obvious benefits to this method of approaching divorce, including minimizing the emotional and financial … The post Maximizing Financial Outcomes in Collaborative Law Cases appeared first on Planning Capital ..read more

We saw a surprising start to 2023, with the end of the 2nd Quarter seeing the S&P 500 up 20% from their October 2022 low (technically the start of a new bull market!) The Federal Reserve has curtailed interest rate increases. Stock investors are excited about the new AI frontier. But what does this all … The post July 2023 Quarterly Conversation Video Recap appeared first on Planning Capital ..read more

Welcome to a new year, filled with opportunities for growth and success. As you embark on your journey into 2024, consider making a resolution that will have a lasting impact on your life—invest in your financial education. This decision could be the key to unlocking a future of informed decision-making and financial well-being. Why Financial … The post Empower Your Finances: A New Year’s Resolution appeared first on Planning Capital ..read more

As you navigate the complexities of financial planning in the prime of your career, it’s worthwhile exploring avenues that not only provide strategic advantages for your wealth management, but also make a positive impact on your community. One often-overlooked but incredibly powerful tool in this regard is charitable giving. In this blog post, we’ll delve … The post Maximizing Your Impact: The Power of Charitable Donations in Tax Planning appeared first on Planning Capital ..read more

Financial planning is an ongoing process, but there are several steps you can take in November to improve your financial well-being right now: Review Your Budget: Revisit your monthly budget and make any necessary adjustments. With the holiday season approaching, ensure you have a plan for managing your spending. Tax Planning: Evaluate your tax situation … The post Ten End-of-Year Steps You Can Take to Improve Your Financial Well-Being appeared first on Planning Capital ..read more

With so much going on in the news right now, so much of it related to the economy, and so many ways to interpret it, where does that leave your investment strategy? Watch our fourth Quarterly Conversation of 2023, now on video, to hear the Planning Capital team on: Why do we keep hearing the … The post October 2023 Quarterly Conversation Video Recap appeared first on Planning Capital ..read more

Post by Richard Bell, Partner, Senior Financial Planner A 10-year financial plan is a comprehensive strategy that helps you achieve your long-term financial goals. It provides a roadmap for managing your finances over the next decade. Although there are different types of 10-year financial plans, one common example is a 10-years-from-retirement plan. This plan is … The post The 10 Year Plan appeared first on Planning Capital ..read more

Picture this: you and your spouse are approaching retirement. The kids are moved out and in college. You finally have the house all to yourselves and…that’s when it happens: the word divorce comes up over dinner in big, bold letters. You and your partner have just entered the rising trend of Grey Divorce. Grey Divorce … The post Grey Divorce: What It Is and How to Get through It with Your Lifestyle Intact appeared first on Planning Capital ..read more

2023 kicked off better than we anticipated, with healthy numbers across the board for the US economy. But what does that mean? Watch our second Quarterly Conversation of 2023, now on video, to hear: Our thoughts on the slow-rolling bank crisis. Plus, we explain how it happened in the first place, and take a deep … The post April 2023 Quarterly Conversation Video Recap appeared first on Planning Capital ..read more