by Eric Ebbert CFP®, MBA | May 1, 2023 | Bi-monthly financial updates
TAX SEASON IS OVER… FOR MOST OF US The last day for tax returns is typically April 15th, but because it fell on a Saturday this year, it was postponed to Monday, April 17th. However, that was Patriot’s Day which is celebrated on the third Monday in April and is the...
by Eric Ebbert CFP®, MBA | Apr 4, 2023 | Bi-monthly financial updates
INFLATION AND THE TOOTH FAIRY For generations, the tooth fairy has brought a little monetary relief for those losing a tooth. Before all the qualitative data was kept, we can share with confidence that the early 50s brought about ten cents to losing a tooth, but it...
by Eric Ebbert CFP®, MBA | Apr 3, 2023 | Financial Planning
Becoming parents for the first time is one of life’s biggest milestones, but it can be overwhelming. On top of the knowledge you need to know about caring for your child, there is plenty of financial information that you need to learn about as well. As a new parent,...
by Eric Ebbert CFP®, MBA | Mar 24, 2023 | Tax Tips
If you want to ensure that your wealth and assets are allocated to the right people after your death or in the event you become incapacitated, estate planning is the appropriate strategy. Estate planning ensures that your assets, health care decisions, pets, personal...
by Eric Ebbert CFP®, MBA | Mar 2, 2023 | Bi-monthly financial updates
INFLATION IS FIGHTING BACK It has been almost one year since the Federal Reserve began its historic fight on inflation, ratcheting up its benchmark interest rate and shedding some of its inflated (no pun intended) balance sheet. Progress has run up against supply...
Recent Comments