by Fehrman | Aug 8, 2022 | Financial Planning, Money and Children, Single Parent
As kids head back to school this August, many people turn their attention to saving for their child or grandchild’s education. A popular way to do that is through a 529 Plan. Let’s explore what a 529 plan is and its advantages and disadvantages. What is it? A 529 plan...
by Fehrman | Jul 15, 2022 | Estate Planning, Financial Planning
While a morbid topic, estate planning is a key part of any financial plan as it ensures that your property and assets are given to the correct individuals once you have passed. It is a common misconception that estate planning is only for the ultra-wealthy. However,...
by Fehrman | Jun 9, 2022 | Money and Children
Talking to children about money Lesson 1: Tradeoffs During the month of June, we will be discussing the importance of talking to your children about money. While discussing the management of money is not every parent’s favorite topic, it is a crucial lesson for...
by Fehrman | Jun 9, 2022 | Market Update
Federal Reserve Policy: Currently, the main challenge of the Fed is lowering inflation without causing a hard landing. However, Raymond James’ base case is that the Fed will be successful in engineering a soft landing, fueled by strong job creation, a strong consumer,...
by Fehrman | May 9, 2022 | Retirement, Social Security
Throughout the month of May, we will be talking about Social Security, and debunking a few common myths about what its purpose is and how it works. The best place to start is by defining what Social Security actually is. Social Security is a federal program that...
