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    CFP-Retirement Planning-JupiterFL

    Three Reasons Not to React to Financial News

    By Todd Schanel, CFA, CPA, CFP® and Jackie Goldstick, CFP®May 7, 2019

    Stock prices change as new information becomes available.  It’s not surprising that many investors believe that it is crucial to follow financial news carefully and…

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    Money Management Lingo

    By Todd Schanel, CFA, CPA, CFP® and Jackie Goldstick, CFP®April 11, 2019

    Doctors write prescriptions. Auto mechanics perform tune-ups. Lawyers prepare briefs. Financial advisors help you manage your money. Ultimately, it’s that simple. But like any other…

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    Health Savings Accounts Financial Advisor Jupiter FL

    Health Savings Accounts – The Best Retirement Account of All?

    By Todd Schanel, CFA, CPA, CFP® and Jackie Goldstick, CFP®March 29, 2019

    In the hierarchy of tax-preferenced savings vehicles, the Health Savings Account (HSA) sits at the top. Unlike an IRA or 401K, an HSA offers a…

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    Investment Management - NAFA - FeeOnly

    Dimensional Fund Advisors and Vanguard (Part II): Dimensional’s Advantages

    By Todd Schanel, CFA, CPA, CFP®March 14, 2019

    As I discussed in a previous article, Dimensional and Vanguard are similar but are different in some key respects.  While neither fund family relies on…

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    Wealth Management - Retirement Planning - NAPFA - CFP

    Using Donor Advised Funds to Maximize the Value of Charitable Gifts of Appreciated Stock

    By Jackie Goldstick, CFP®March 9, 2019

    Through a Donor Advised Fund (DAF), a donor can make a charitable contribution, get an upfront tax deduction, and then recommend what charities to support…

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    Dimensional Fund Advisors and Vanguard (Part I): What’s the Difference?

    By Todd Schanel, CFA, CPA, CFP®February 20, 2019

    Vanguard and Dimensional Fund Advisors (Dimensional) both offer mutual funds that provide investors with broad exposure to various asset classes at a very low cost.…

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    Retirement Planning - Tax Deductions

    Using a Donor Advised Fund for Charitable Giving

    By Jackie Goldstick, CFP®February 8, 2019

    In the past, when it came to income taxes, people who were charitably inclined could make charitable gifts to reduce their taxable income. While that…

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    Retirement Planning - Jupiter FL

    2018 Year in Review

    By Todd Schanel, CFA, CPA, CFP® and Jackie Goldstick, CFP®January 17, 2019

    2018 was an unusual year. On the one hand, the US economy posted perhaps its best year since the global financial crisis of 2008: worker…

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