Spring 2023 Newsletter
A newsletter focusing on fostering financial confidence through education. In our latest issue read why we’re poised for the future. View the PDF here....
Topics:
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Secure Act 2.0: New Planning Opportunities for 529 Accounts
Unless you have a crystal ball, estimating how much to save for future tuition costs can be tough. 529 plans are a popular financial tool for accumulating education savings and are at their most powerful when started early in a child’s life, but uncertainties abound. What will future college t...
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Choosing a Trustee, Executor or Agent for Your Estate Plan
Creating an estate plan can be rife with challenges. It’s hard enough to catapult yourself into a mindset where your future self is incapacitated or deceased, let alone decide which assets you want to leave to whom, when they should get them, and importantly, which people or entities you want to...
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Aligning Your Money and Values
Recently, I’ve been spending more time in Tucson. Between training for bike races and hanging out with my family, I haven’t been taking as many weekend trips and traveling as often. That’s come with a healthier routine, more sleep, less laundry….and strangely some added guilt. As I continue ...
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Understanding the Collapse of Silicon Valley Bank
The collapse of Silicon Valley Bank, Signature Bank, and Silvergate Bank sent quite a few shockwaves through the market. These collapses made markets volatile as short-term speculators rushed to trade on the news and project these isolated incidents onto the banking sector. Here at TCI, we care much...
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The Wisdom of What We Do
Ever since I was a kid, I’ve always enjoyed learning, and, even to this day, learning energizes and excites me in a unique way. The world around us is magnificent if you stop, look around and take it all in. However, something I’ve learned as I’ve gotten older is recognizing when to share what...
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The Vibe and Determination of TCI
There’s a lot of talk about vibe these days. My kids talked about it which is how I first got clued into the phrase. Since I am now talking about it, any coolness it once had is now officially gone–sorry everybody! Nevertheless, I have been doing a lot of thinking about the vibe of TCI. [&hellip...
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