Ten Tips on Trusts
What is a trust? A trust is a legal instrument to hold and control assets. Anyone with assets – not just the wealthy – should consider creating a trust to use during life, known as
John Morton
November 11, 2023
Boardwalk Financial Strategies Blog
Expand your financial knowledge with insightful blog posts highlighting market changes and financial strategies.
Get the Most Out of Your Employee Benefits
For many, employee benefit elections for 2024 are just around the corner, and it’s important to know what you’re getting into before making any decisions. There will also be higher 2024 maximum contribution limits for workplace
John Morton
September 19, 2023
HSA? More Like HS-YAY!
Health Savings Accounts, otherwise known as HSAs or (HS “yay”s if you are a tax nerd like me) are one of the most underutilized account types that I have seen in practice. While these accounts
Brittany Falkner
August 21, 2023
Three Tips for Your Home, Auto, and Umbrella Insurance
When was the last time you reviewed your auto, home, and umbrella insurance policies? If you haven’t done so recently, it might be prudent to revisit your coverages. For example: when it comes to homeowner’s
John Morton
June 30, 2023
The Debt Ceiling is a Drag – Here is What You Need to Know
So, what’s up with the debt ceiling? All this partisan politicking is dragging us down! Let’s highlight the 5 most important pieces you need to know and our advice on what to do with your
John Morton
May 16, 2023
Headline Concerns vs Market Returns
Both stocks and bonds started off 2023 with a continuation of the strong rally that began late last year. Most would not have expected this result after recalling the headlines from this quarter, but it’s
John Morton
April 11, 2023
Silicon Valley Bank Explained
If you were not familiar with Silicon Valley Bank (SVB), it’s likely that you have heard about it now – and not in a good way. Unfortunately, SVB on Friday became the biggest bank to
Boardwalk Financial Strategies
March 14, 2023
The Inflation Story
When we look back at 2022, there will be plenty of material for the history books. Few, if any, predicted the size and scope of the declines and volatility seen this year. So, while it’s
Boardwalk Financial Strategies
February 1, 2023
Sequels are Never As Good – Are They?
Sequels are never as good – are they? Well, that may just hold to movies. There’s plenty of new tax & retirement planning implications from SECURE Act 2.0, passed Dec. 29, 2022. The original 2020
Boardwalk Financial Strategies
January 24, 2023
Six Financial Best Practices for Year-End 2022
To say the least, there’s been plenty of political, financial, and economic action this year—from rising interest rates, to elevated inflation, to ongoing market turmoil. How will all the excitement translate into annual performance in
Mike Rodenbaugh
November 22, 2022
Reasons to Keep Focused in Market Turbulent Markets
There’s no sugar coating it – the first three quarters of 2022 have seen almost all asset classes down and the fourth quarter hasn’t started off on a good note. The widely quoted S&P 500
Mike Rodenbaugh
October 14, 2022
Recession and Your Portfolio
“No man ever steps in the same river twice, for it’s not the same river and he’s not the same man.” – Heraclitus This insight from an ancient Greek philosopher is a relevant way to
Boardwalk Financial Strategies
July 18, 2022