Content Library

 2022

Q2 Quarterly Conversations:

The media loves talking about higher gas prices, but do you know how to think about inflation in the long run?

Conversation 2

Market Update

The market has been on the move in 2022. Want to discuss your current portfolio and goals?

Conversation 4

The Ups & Downs

If you would like an understanding and framework for how to think about market volatility, let’s discuss!

Review Conversation 4 User Guide

[Download & review within 48 hours of when the meeting was booked][1] [1]: /s/20211-OFP-User-Guide-Market-Volatility.docx

Meeting Materials

[Control Audit Worksheet][2] [Talking Volitility][3] [Talking Volitility Instrustions][4] [3]: /s/Talking-Volatility_Q2-2022_CFG-1.pdf [4]: /s/Talking-Volatility-instructions-1.pdf [2]: /s/Control-Audit-Worksheet-1.pdf

[Download Client Presentation][5] [5]: /s/Talking-Volatility_Q2-2022_CFG.pptx

 

Q1 Quarterly Conversations:

Conversation 1

2022 Tax Changes

There has been a lot of talk around changes to the tax code. Want to understand what has actually changed and how you could be impacted?


Conversation 3

Did you save last year?

Seems like an easy question but can sometimes be more complex. Let’s walk through your savings habits and potentially create new ones

Conversation 3

The 60/40 portfolio

The 60% equity/40% bond portfolio has been a staple for many retirees. Now, there are factors that put this asset allocation at risk of not achieving the same results. Want to learn more?


Conversation 4

The Planning Fallacy

Planning is harder than we think. Often much harder. Let’s break this down in detail and understand how we can start the year fresh and committed to achieving our goals.

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2021

 Q4 Quarterly Conversations:

Conversation 1

Year-End Planning

Check-in on anything and everything you might want to be thinking about as we approach year end.


Conversation 3

Miller's Law

Concerned about potential tax increases? Let’s examine potential savings vehicles and how that impacts your taxes now and in the future.

Conversation 2

Inflation

Concerned about possible inflation and your investment portfolio? Let’s take a deeper look at what this could mean for you.


Conversation 4

Tax Diversification

How long can you remember that number? Let’s explore decision making and how we can make the best possible choices.

 

 Q3 Quarterly Conversations:

Conversation 1

Cycology

Is this about bikes? No..This conversation explores the topic of overconfidence and how some things in life we're sure we know, we don’t. Very helpful when keeping in mind decision-making!


Conversation 3

Exciting Changes to Life Insurance

Yes, you read that right. The biggest change to life insurance in well over 30 years is happening now. Learn section how changes to section 7702 of the IRS code is a big deal.

Conversation 2

Potential Income and Estate Tax

Want to know more about the potential new tax changes? Let’s talk. These changes may bring new challenges to income and estate tax planning – and not just for the very wealthy


Conversation 4

Employee Benefit Confusion?

Benefits can often be overwhelming. Learn more about how your benefits work and how to make them work for you before open enrollment in a few months.

 

 Q1 & Q2 Quarterly Conversations:

Coming Soon