How Will You Spend Your Time in Retirement?

Do the advance work for a fulfilling retirement.

Retirement PlanningParkshore Wealth ManagementJune 15, 2021retirement lifestyle, Retirement Budget

5 Uses for Your 529 Plan Besides College Tuition

Concerned that you may have more in your 529 college savings plan than you need? Here are five other uses besides paying for college tuition.

Education PlanningParkshore Wealth ManagementJune 1, 2021529 Plan, K-12, College Loans, Apprenticeships, College Savings

Roth 401(k) vs. Roth IRA: What’s the Difference?

Trying to decide between a Roth 401(k) and Roth IRA? See how the differences fit into your financial goals.

Investment ManagementParkshore Wealth ManagementMay 14, 2021Retirement Planning, Roth IRA, Roth 401(k)

The ABCs of ESG Investing

ESG investing is increasingly popular. Read this article to find out what ESG investments are and whether they belong in your portfolio.

Investment ManagementParkshore Wealth ManagementApril 30, 2021ESG

Using an HSA as a Retirement Savings Strategy

If you aren’t using your health savings account to save for retirement, you might reconsider. Here’s why HSAs can be a powerful retirement savings vehicle.

Retirement PlanningParkshore Wealth ManagementApril 15, 2021Health Care, Flexible Spending Account, Health Savings Account, HSAs

Should You Invest in NFTs?

Are you excited about the NFT hype? Before you buy, read this article for an introduction to non-fungible tokens and whether you should invest.

Investment ManagementParkshore Wealth ManagementApril 1, 2021NFT, Non-Fungible Token, Non-Fungible Asset, Cryptocurrency, Blockchain, Speculation

6 Tax Tips to Reduce Next Year’s Bill

Did you end up with a large tax bill this year? Here are six tax tips to start now so you can reduce your bill (or even get a refund) next year.

Tax PlanningParkshore Wealth ManagementMarch 15, 2021Philanthropy, IRA, 401(k), Itemizing, Standard Deduction, Flexible Spending Account, Health Savings Account

When One Spouse Retires Before the Other: How to Plan

When one spouse retires before the other, some financial planning rules-of-thumb need tweaking. Here are five areas to re-assess for separate retirements.

Retirement PlanningParkshore Wealth ManagementMarch 1, 2021Social Security, RMD, Investing, Risk Tolerance

Common Inheritance Mistakes and How to Avoid Them

The mixed emotions that accompany an inheritance can cloud objectivity and increase inheritance mistakes. Here are common mistakes to avoid.

Estate PlanningParkshore Wealth ManagementFebruary 15, 2021Inheritance, Inherited IRA, Investing, Debt, Saving

What You Need to Know About Required Minimum Distributions (RMDs)

How do you calculate your RMD amount? What happens if you have multiple retirement accounts? Find your answers using our RMD cheat sheet.

Retirement PlanningParkshore Wealth ManagementFebruary 1, 2021RMD, Required Minimum Distribution, Life Expectancy, IRA, 401(k), Qualified Charitable Distribution

When Life Goes Wrong, Your Financial Plan Can Help

A financial plan can help you optimize the good times and weather the bad ones. Read this article to understand what your financial plan should include.

Financial PlanningParkshore Wealth ManagementJanuary 15, 2021Investing, Budget, Cash Flow, Retirement Planning, Taxes, Insurance

Financial New Year’s Resolutions: 5 Tips for 2021

New Year’s resolutions aren’t just about physical fitness. Here are 5 resolutions to improve your financial fitness in 2021.

Financial PlanningParkshore Wealth ManagementJanuary 1, 2021RMD, Debt, Credit Cards, Emergency Fund, Budget, Retirement, 401(k), IRA, Investing

Charitable Giving Strategies: Don’t Just Write a Check

You don’t have to just write a check to charity. Here are other charitable giving strategies that can support your favorite causes and provide you with tax benefits.

Financial PlanningParkshore Wealth ManagementDecember 10, 2020RMD, QCD, Standard Deduction, Itemized Deduction, Donor-Advised Fund

Repaying Your CARES Act Retirement Plan Loan or Distribution

If COVID-19 hit your finances, then you might have taken a retirement plan loan or distribution under the CARES Act. Here’s are repayment points to know.

Retirement PlanningParkshore Wealth ManagementNovember 25, 2020Tax Planning, 401(k) loan, IRA, Retirement Plan Distribution, CARES Act, COVID-19

Year-End Tax Planning Strategies for 2020

This wild year of 2020 is almost to a close. Before you say goodbye, consider these year-end tax planning strategies to help increase your tax savings.

Tax PlanningParkshore Wealth ManagementNovember 12, 2020Estate Planning, Estate Tax, Roth Conversion, IRA, 401(k), CARES Act, Charitable Giving

The Social Security Administration Announces 2021 COLA

The Social Security Administration officially announced that Social Security recipients will receive a cost-of-living adjustment for 2021.

Parkshore Wealth ManagementOctober 26, 2020

FAFSA Applications Are Now Open

Applications for the Free Application for Federal Student Aid (FAFSA) are open for the 2021-22 academic year.

Parkshore Wealth ManagementOctober 26, 2020

What COVID-19 Can Teach You About Investment Strategy

Airlines tanked in 2020. Zoom soared. Could you have predicted this? Here are the investment strategy lessons of COVID-19.

Investment ManagementParkshore Wealth ManagementOctober 22, 2020Diversification, Long Term, COVID-19, coronavirus, Zoom

What to Expect with a Stock Market After an Election

Elections and the stock market go together like—oil and water? If you’re worried about November 2020 and your portfolio, read this article.

Investment ManagementParkshore Wealth ManagementOctober 8, 2020Donald Trump, Joe Biden, 2020 Presidential Election, Investing Decisions, COVID-19

Facts About Medicare Open Enrollment

If you are enrolling in Medicare for the first time, give yourself plenty of time. You may discover that it is much more complex than an employer-sponsored group health plan.

Parkshore Wealth ManagementSeptember 24, 2020