CKBlog: Financial Planning


Monday, December 04, 2023

The Sine Wave of Life

by Mike Benevento, Partner

Sine waves take turns. That’s why we need strong financial partners.

Read on: The Sine Wave of Life


Thursday, December 10, 2020

COVID Conversion

by Steve Haberstroh, Partner

If your income was lower this year due to COVID-19 (or any other reason), this may be a unique opportunity to take advantage of a Roth Conversion.

Read on: COVID Conversion


Monday, July 16, 2018

Understanding College Savings Plans: 2018 Edition

by Steve Haberstroh, Partner

With college tuition rates soaring, how in the world will you be able to pay for your child’s education? Here is a look at college savings plan options.

Read on: Understanding College Savings Plans: 2018 Edition


Wednesday, May 30, 2018

Financial Planning Hits Home

by Steve Haberstroh, Partner

Financial planning is all about putting the right plans in place and executing on them so you can spend time doing what is meaningful to you.

Read on: Financial Planning Hits Home


Monday, December 01, 2014

Understanding College Savings Plans: Let’s Hit the Books

by Steve Haberstroh, Partner

A common topic these days is how to save for the kids’ college tuition—it can be a daunting prospect. Many parents admit they’re scared. “With tuition rates continuing to rise, how in the world will I be able to pay for little Johnny in 15 years? It’s like another monthly mortgage payment!  Where do I begin?”

Here is a way to approach planning for college tuition.

Read on: Understanding College Savings Plans: Let’s Hit the Books