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Tag: featured

16Aug

The Value of Financial Planning

Posted by Bledsoellcon August 16, 2019in Uncategorized

Say you were going on vacation a year from now, what would your first action be? Ask for the time off? Make a hotel reservation? Research the destination? Basically start planning the trip. Yet, when it comes to one of…

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04Jun

What's In a Comprehensive Financial Plan

Posted by Bledsoellcon June 4, 2019in Budgeting, Education Funding, Insurance, Investing, Saving, Taxes

Are you on the right financial path? When will you be able to retire and what financial adjustments would be advisable for you to reach your goals? Our comprehensive financial plan reviews multiple aspects of your current finances and your…

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30Mar

Social Security + RMDs – An Almost Perfect Retirement Income Source

Posted by Bledsoellcon March 30, 2019in Investing, Saving

When corporations moved from pension benefits to 401(k) plans, workers had to become the financial planner, investment manager and actuary in order to successfully plan for retirement income.

01Feb

Compounding – Small repeatable actions that have outsized effects.

Posted by Bledsoellcon February 1, 2019in Investing, Saving

“Money makes money. And the money that money makes, makes money” – Benjamin Franklin Compounding is repeated actions that build on each other to produce results that are dramatically larger than you might expect. Compounding is used in saving and…

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25Sep

Damage Control for a Missed RMD

Posted by Bledsoellcon September 25, 2018in Investing, Taxes

How to mitigate penalties from a missed Required Minimum Distribution (RMD)

14Sep

What I’ve Learned About Investing Since the Financial Crisis

Posted by Bledsoellcon September 14, 2018in Investing, Saving

Ten years ago the economy unraveled, the stock market plunged 52%, and the financial system was on the brink of no longer functioning. Some of our biggest financial institutions either failed or needed a massive capital infusion from the U.S.…

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05Jan

Documents You Need When a Child Turns 18

Posted by Bledsoellcon January 5, 2018in Uncategorized

A lot of things change when a child turns 18. But one of the biggest is also one of the most surprising to a lot of parents: Once children turn 18, parents can no longer make legal decisions for them…

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18Dec

Good Financial Adviser/Bad Financial Adviser

Posted by Bledsoellcon December 18, 2017in Uncategorized

Based on the number of notes I’ve written in the margins, the quantity of words I’ve underlined, and how often I pull it from the shelf, The Hard Thing About Hard Things by Ben Horowitz has my vote for the…

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23May

Give Your Graduate Cash—a Lifetime of It

Posted by Bledsoellcon May 23, 2016in Investing, Saving

Cash is the most common graduation gift, according to a new survey by the National Retail Federation. It's also the most welcome one, according to common sense and a highly unscientific online poll of seniors in the undergraduate business program…

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15Apr

How to Win at Getting College Financial Aid

Posted by Bledsoellcon April 15, 2016in Education Funding

Want to boost your chances for college financial aid? Start early — as in, before your child's sophomore year of high school. Until your child is a high school senior, you don't have to tangle with the Free Application for…

Read More How to Win at Getting College Financial Aid

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