Posts by Taylor Stanfill, CFP®
20 Second Advisor: I get distracted…do you?
I just finished a book about becoming less distracted so you can live out your highest purpose. Have you ever become distracted from starting or finishing a financial goal? It happens to all of us so don’t feel bad. Just do something about it! My wife and I have a financial goal that’s been hanging…Read More
20 Second Advisor: Quick Estate Planning Guide
Helping people get their estate plan in order brings me a lot of joy, because there is a deep level of satisfaction that comes from knowing this area is buttoned up. It’s an easy task to put off until “tomorrow.” Here is a quick rundown of how assets are transferred upon death: That said, if…Read More
20 Second Advisor: Learning Guitar and Investing
I am taking guitar lessons. It’s been a goal of mine for a while, and I realized I needed the face to face instruction and accountability to give myself the best chance of success. My instructor keeps telling me…”I’d rather you practice 15 minutes a day than ONLY 2 hours on Saturday!” This made me…Read More
20 Second Advisor: Automate Priorities
“Automate your priorities and they will happen…automatically!” It sounds like a joke, but it’s such a powerful financial planning tool. l’ve also heard it said this way…”direction, not intention, determines your destination.” Here are some common financial priorities that can be easily automated: When you know that your most critical priorities are happening in the…Read More
20 Second Advisor: 2023 Retirement Contribution Limits
Here are the maximum amounts you can save into some common retirement plans in 2023. Go ahead and increase your contribution! Cheers to 2023 and let us know if we can help you plan for retirement or navigate which plan is best for you! If you like keeping up with this data (and a lot…Read More
20 Second Advisor: Don’t let health insurance ruin your dreams!
Most people get health insurance through their employer. They are given a few options, and some of the costs are typically paid for by their employer. Most people don’t think too much about it. This all changes as people approach retirement or start thinking about starting a business! Suddenly, health insurance becomes this massive beast…Read More
20 Second Advisor: Have you filled out the FAFSA yet?
Do you have kids in high school, college or grad school? Have you filled out the FAFSA yet? FAFSA is the government’s “Free Application for Federal Student Aid” (fafsa.gov). It is a yearly application, and should be first filled out starting October 1 of their Senior year in high school, using parent and child assets…Read More
20 Second Advisor: Is your estate plan up to date?
Estate planning is not the most exciting financial topic to tackle, but it’s really important! Here’s why: Here are a few of the major decisions you’ll need to think through (we recommend that you use an estate attorney): So, is your estate plan up to date? Let us know if you need help!Read More
20 Second Advisor: 5th academic tied to Dimensional receives Nobel Prize
We seek to utilize the very best solutions for our clients! As you might know, we use Dimensional Fund Advisors’ (DFA) investment funds to help build our portfolios. They do everything with excellence. To that end, Douglas Diamond, DFA’s lead independent director of the boards of the firm’s US Mutual Funds and ETFs, was recently…Read More
20 Second Advisor: US Elections and Markets: A Webcast
You are invited to attend a webcast this Friday, September 30th at 11:30 AM EST. Our friends at Dimensional Fund Advisors (DFA) are hosting the webcast about US elections and the investment markets. During the webcast, they will look at historical data and explain why capturing long-term returns in the capital markets does not depend…Read More