Step outside of your comfort and make reviewing your finances a priority.
The Power of Simplicity
Many times, people hear about new and exciting strategies and think these new strategies are their ticket to financial success. However, many times taking simple steps can lead to just as much success and be much more sustainable in the long term.
Vacant House: What you see isn’t the whole story
What you see on the outside doesn’t explain all the behind-the-scenes work going on…this includes all the financial prep behind living a good life.
Busy, busy, busy- but hey, that’s life!
Just like the experience at the airport is much smoother when you book a flight ahead of time, many financial milestones are more enjoyable when you’ve planned for them. Whether it is saving for a house, starting a 529 plan for a child, or contributing to your retirement accounts, even small steps today reap huge rewards in the future.
Summer Vacation
Planning a trip or vacation actually has a lot of parallels to building a financial plan.
Wealth Transfer Under the Biden Tax Plan
This paper delves into the implications of a repeal of stepped-up basis, and sets out strategies advisors may consider to mitigate the effect of this potential change.
A Case of Mistaken Identity…
Here at Plybon and Associates, we pride ourselves on taking the big picture into account and always make sure that we are helping YOU reach YOUR goals.
Tick-Tock. Tick-Tock.
As with all investing, the most valuable ingredient of a 529 is time. Time to let it grow, and time to defer the taxes. You may not be able to stop time, but you can take advantage of it.
Adventures of a New Homeowner – My wife’s favorite part of the move
Note: As a new homeowner, I wanted to share some of the personal experiences my wife and I have had as we moved to Greensboro. Hopefully, you enjoy the peek into our lives over the course of this series!
Adventures of a New Homeowner – Who Loves to Paint?
Note: As a new homeowner, I wanted to share some of the personal experiences my wife and I have had as we moved to Greensboro. Hopefully, you enjoy the peek into our lives over the course of this series!