facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Blog

529 FAFSA Changes – More Reasons to Spoil the Grandkids!

With most schools just letting out for Summer, it’s unlikely that college savings is currently top of mind. Instead, you may be focused on Summer Camps and family vacations. Grandparents in particular may be making plans to spend a little extra time with their grandkids – wanting to spoil them as much as they can before they grow up. We often hear from clients that they want to contribute to their grandchildren’s future education cost, but they they’re fearful it will count against them for Financial Aid purposes. In their defense it has been a tricky system to navigate until recently.

Read More

Bluestone Wealth Partners: Bitcoin & Cryptocurrency

Over the course of our recent quarterly reviews, we couldn’t help but notice a common question resurfacing: “What are your thoughts on Bitcoin?”. Who could blame anyone for asking? How often do we see investments balloon from 30k to 60k in a matter of months? Or the likes of Elon Musk discussing the topic on Saturday Night Live! In a world where teens on Tik Tok & Reddit are outperforming the smartest investors on Wall Street, it was definitely time to address the elephant in the room.

Read More

What is a SPAC?

The high levels of volatility in the markets over the past fourteen months have led to some strange occurrences. During the swift and vicious declines of March 2020, those eager to avoid further losses led to an indiscriminate tossing out of babies with the bathwater.

Read More

Saving vs Investing

These two phrases are similar, but very different. It seems people get them confused and it’s important to understand what differentiates them. If you read my last blog, I’ll assume you have already implemented some saving strategies. Good work. Now that we understand how to save, it’s time to take a deeper dive into what we do next.

Read More

Supplemental Retirement Plan/Deferred Comp Termination: What are the implications?

For many of us, our day-to-day lives have never experienced more disruption. Between massive shifts in corporate strategy and company structure to home schooling your kids, it is harder than ever to maintain control of your personal finances. If you are preparing for a job transition, or if your firm has terminated its Supplemental Retirement Plan/Deferred Compensation Plan, you probably have a few questions. As always, we are here to help!

Read More