Blog
Tax season reminders and planning ahead for 2026
As tax season progresses, many of our clients start asking the same questions: Where is my 1099? Am I running out of time to file? Should I consider an extension?For households with more complex financial lives, these questions are...
Read MoreTen Financial Actions for 2026
Ten financial actions for 2026By Paul A. Gydosh, Jr. CFP®Managing Director and FounderKensington Wealth Partners, Ltd.With every new year comes the opportunity to take a refreshed look at your situation and maybe incorporate a couple...
Read MoreThe Three Secrets of Diversification
No matter how sophisticated the strategy, diversification remains one of the most powerful tools in wealth management. Here are three timeless secrets to use diversification as an investment strategy.
Read MoreCharitable Giving Through Your IRA
Charitable Giving Through Your IRAA Tax-Smart Way to Support Your Favorite Charity, Church, or Alma Mater If you're 70½ or older, you have a unique opportunity to support charities through your IRA. And if you haven’t yet reached that...
Read MoreFinancial Strategies for Today’s Non-Traditional Families: Protecting Your Future
Today’s families come in all shapes and sizes—single parents, blended families, same-sex couples, and more—each with a unique set of needs. In many cases, these families require a carefully crafted plan to protect their financial...
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Charitable giving should be a year-long activity
Most people think about charitable giving around tax time when they are prompted to compile or revisit the list of various contributions they have made in the past year. But financially savvy individuals know that a year-long...
Read MoreSmart Money Moves for Women
Women have heavily influenced the purchasing decisions of families for decades. However, they have not always been involved in financial conversations or decisions about how their purchasing power was being invested and grown.
Read MoreMid-Year Financial Checkup
Beyond a doctor or fitness trainer, your financial planner should be high on the list of those to hold you accountable to your goals. And so, right on schedule, here I am with a mid-year check in to remind you to stay on task and...
Read MoreFirst Quarter Review
As 2024 began, some investors were likely anxious. Would stocks continue the powerful advance of 2023 or had they gotten ahead of themselves? It didn’t take long to find out. After about a week of drifting lower, equities bolted higher...
Read MoreTime to Get Real about Family Money
Instead of debating about politics or sports whenever we get together, what if families spent some time having candid discussions about their finances and plans for the future?We know money is a tough topic for many families to broach...
Read MoreBond Investment: Five Essential Keys for Smart Investors
What are the benefits of bond investment and how does one build an investment strategy?Most financial professionals agree that bonds are essential to building a diversified portfolio in wealth management. Bonds often play an important role
Read MoreMarket Update & Ode to Charlie Munger
As 2023 began, the outlook was gloomy, and many predicted more pain to come. Markets had just come off a bruising 2022 with both stocks and bonds dropping by double digits though your accounts fared better due to diversifying...
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Three key estate planning actions for today
Estate planning is a unique undertaking for every individual because plans are typically based on a distinct combination of legal, financial, and personal factors. But we are living in a time where there are newer variables to consider.
Read MoreUnderstanding Employee Stock Grants
Many successful companies know the importance of rewarding and retaining key employees. Some forms of this include non-cash compensation, bonuses, stock, or stock options.Here, we’ll delve into stock and stock options,...
Read MoreSmart Ways to Handle a Financial Windfall
A financial windfall is something many people dream of, and for quite a few people that dream actually comes true. When people imagine this happening to them, they often think of winning the lottery or sweepstakes and using that money...
Read MoreProtecting Your Loved Ones
Nothing in life is 100% predictable. However, there are ways to help you prepare for the unexpected.Insurance was created to help combat certain unexpected situations, and there are different types of insurance to cover you in ways...
Read MoreThree criteria today’s investor must possess
It feels like the last couple of years have been extra challenging for today’s investors. When uncertainty in the markets appears standard, it’s an opportune time to hone in on a solid investment strategy and consider...
Read MoreDebt Management: The Snowball Method
If you have debt, odds are you want to ditch it. You can work to eliminate debt on your own using the snowball method. The snowball method is a debt-reduction strategy where you start by paying off debts starting with the smallest...
Read MoreBenefits of Pet Insurance
Our furry family members bring us lots of joy every day. Many people view their dogs or cats as another member of the family and would do anything for their pet. I am truly one of those people and I know many of our clients feel the...
Read More10 Steps to a Better Financial Future
Whether you’re a working member of the Baby Boomer generation, approaching retirement or already retired, here are ten steps you can take now to help improve your financial future.Seek to save a million. A general rule is that...
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Three Ways to Renew Financial Wellness
A new year presents the opportunity to start fresh and focus on areas of improvement in all aspects of life, including those important financial aspects. January is also National Financial Wellness Month which makes this month an...
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