Megan Sperry

Year End Tax and Giving Strategies for 2023

There are many financial strategies to consider throughout the year with your financial advisor and tax accountant. By the end…

5 months ago

Unlocking the Benefits of a Bond Ladder for Your Portfolio

After more than a year of interest rate hikes by the Federal Reserve, bond yields have risen to levels not…

6 months ago

Medicare: Open Enrollment and Financial Planning

September 22nd was the last day of summer and the transition to fall is upon us. School is back in…

7 months ago

FedNow® Service: Instant Payments for American Households and Businesses

In today's fast-paced world, the need for quicker, more efficient payment methods has become increasingly essential. The Federal Reserve announced…

9 months ago

Share Buybacks: Mega Corporations are Betting on Themselves

Corporations bet on themselves by making strategic decisions that are aimed at increasing the company's value over the long term.…

1 year ago

Why you need to know your finances, even if you trust your partner.

This blog is for couples: new couples, elderly couples, married couples, loving couples, divorcing couples, in all cases, partners as it relates to finance. Let’s start with the…

3 years ago

What to do with your paycheck and how to find lost money.

Work with me on this analogy. There are many pieces to a puzzle. Imagine that the puzzle you are putting…

3 years ago

All Aboard the Investment Train!

Currently, there are very few places to grow one’s money better than investing in the stock market. And many people…

3 years ago

Are you experiencing Financial FOMO?

We have talked a lot about financial wellbeing in our past blogs and how not to let our emotions derail…

3 years ago

How Risk Tolerant Are You?

With the election just days away and COVID-19 cases still surging globally, you may feel the unrest that goes along…

4 years ago