The Power of Purpose Trusts
Planning in Focus is your guide to navigating the complexities of wealth management with ease. In this episode we discuss purpose trusts and how they can be utilized in business planning.
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Roth Changes for High Earners in 2026
Planning in Focus is your guide to navigating the complexities of wealth management with ease. Secure Act 2.0 is reshaping retirement contributions for high earners. Business owners, are you prepared? Ensure your plan includes Roth options, communicate the changes, and take this opportunity to optimize your retirement offerings. Matthew Thornton, CFA, breaks down how to navigate…
How to Set Smart Financial Goals
Planning in Focus is your guide to navigating the complexities of wealth management with ease. In this episode, we break down how to use the SMART acronym to set clear, achievable financial goals.
2025 Year-End Planning Insights
Planning in Focus is your guide to navigating the complexities of wealth management with ease. This week Matt Thornton, CFA® discusses planning strategies for the end of the year.
How To Teach Your Kids About Money
Financial literacy starts at home. From teaching young children about delayed gratification to coaching teens on saving and investing, parents play a vital role in shaping money-smart kids. Matthew Thornton, CFA breaks down practical tips for every age in this week’s Planning in Focus. Planning in Focus is your guide to navigating the complexities of wealth…
Financial Strategies for Giving Season
Planning in Focus is your guide to navigating the complexities of wealth management with ease.
2025 Financial Checkup
Planning in Focus is your guide to navigating the complexities of wealth management with ease. From rebalancing portfolios after strong market years to updating beneficiary designations and watching for capital gains, Matt Thornton outlines how to make sure your strategy is aligned with your goals.
The Backdoor Roth Strategy Explained
Planning in Focus is your guide to navigating the complexities of wealth management with ease. This week we discuss the backdoor Roth IRA strategy and how to navigate income limits while building tax-diversified retirement savings.
When Should You Claim Social Security?
Planning in Focus is your guide to navigating the complexities of wealth management with ease. This week we discuss social security.
Tax-Smart Retirement Planning
Planning in Focus is your guide to navigating the complexities of wealth management with ease. This week we discuss tax-smart retirement planning.
The Costly Blindspot Business Owners Ignore
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week we discuss the costly blindspot business owners ignore.
Should You Invest in Alternatives?
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week we discuss alternative investments.
The 101 on 529 Accounts
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss college savings accounts.
How to Navigate The New Reality of Retirement
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss how to navigate the new reality of retirement.
Two the Point – Earnings Climb as the Fed Divide Grows
In our weekly video series we highlight important observations regarding the economy and the financial market.
Two the Point — Earnings, Expectations, and Economic Balance
In our weekly video series we highlight important observations regarding the economy and the financial market.
Target Date Funds: What You Need to Know
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss target date funds.
Two the Point — Signals in the Static
In our weekly video series we highlight important observations regarding the economy and the financial market.
Two the Point — The Quiet Strength of the Economy
In our weekly video series we highlight important observations regarding the economy and the financial market.
Are You Financially Responsible for Your Parents?
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss generational fiscal responsibility.
Two the Point — No Cuts, No Clarity
In our weekly video series we highlight important observations regarding the economy and the financial market.
Two the Point — Cool Inflation, Warm Risks
In our weekly video series we highlight important observations regarding the economy and the financial market.
Estate Plans: Not Just for the Wealthy
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss estate planning.
Two the Point — The Soft Side of Hard Data
In our weekly video series we highlight important observations regarding the economy and the financial market.
Two the Point — Where Does The Fed Go From Here?
In our weekly video series we highlight important observations regarding the economy and the financial market.
Four Documents Every Adult Needs
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss the four key pillars of an estate plan.
Two the Point — Redefining the AI Race
In our weekly video series we highlight important observations regarding the economy and the financial market.
Two the Point — 2025 Mid-Year Outlook: Building Resilience
In our weekly video series we highlight important observations regarding the economy and the financial market.
Wills vs. Trusts: Which One Do You Need?
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss the differences between wills and trusts.
Two the Point — Tariff Truce, Steady Data and a Shifting Narrative
In our weekly video series we highlight important observations regarding the economy and the financial market.
Two the Point — Still Standing, But Showing Signs of Strain
In our weekly video series we highlight important observations regarding the economy and the financial market.
Building Generational Wealth: How To Avoid the “Shirtsleeves to Shirtsleeves” Phenomenon
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss how to avoid the “shirtsleeves to shirtsleeves” phenomenon.
Two the Point — Resilience Remains Despite a Cooling Economy
In our weekly video series we highlight important observations regarding the economy and the financial market.
Two the Point — Resilient Data vs Weak Fundamentals
In our weekly video series we highlight important observations regarding the economy and the financial market.
Do You Need a Financial Advisor?
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss how to determine if you need a financial advisor.
Two the Point — Volatility: The Price of Admission for Long-Term Investing
In our weekly video series we highlight important observations regarding the economy and the financial market.
Two the Point — Macro Signals Amid Market Volatility
In our weekly video series we highlight important observations regarding the economy and the financial market.
Your Guide to Navigating Market Fluctuations
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week, we discuss how to navigate market fluctuations.
Two the Point — Tariffs, Tensions, and a Resilient Core
In our weekly video series we highlight important observations regarding the economy and the financial market.
Two the Point — March Malaise or Spring Setup?
In our weekly video series we highlight important observations regarding the economy and the financial market.
How Interest Rate Changes Affect Your Finances
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week we discuss how interest rate changes affect your finances.
Two the Point — Caution in the Air: What’s Next?
In our weekly video series we highlight important observations regarding the economy and the financial market.
Two the Point — Markets Wobble, Cracks Remain Shallow
In our weekly video series we highlight important observations regarding the economy and the financial market.
What Roger Federer Can Teach You About Winning in the Market
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week we discuss what Roger Federer can teach you about winning in the market.
Two the Point — Market Shifts & Short-Term Shakes: Navigating Uncertainty with Perspective
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial market.
Two the Point — Confidence Drops, Markets Hold: A Soft Landing or Just Soft Talk?
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial market.
Cybersecurity and Hygiene
Planning Perspectives is your guide to navigating the complexities of wealth management with ease. This week we discuss cyber-security tips to protect your finances.
Two the Point — Market Crossroads: Mixed Signals, Steady Outlook
In our weekly video series, we highlight one observation we think is most important regarding the economy and the financial market.
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