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Archive for Category: News

Recent Posts

Unanticipated Side Effects: The Covid Pandemic and Women’s Financial Security
The Rising Costs of College—Plan Ahead and Be Prepared
Weathering a Financial Storm with Umbrella Insurance
ML&R Wealth Management Ranked #271 in FA’s 2021 Annual Registered Investment Adviser Ranking
Top Financial Planning Tips for the Modern Family

30Mar

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<img alt='' data-srcset='https://secure.gravatar.com/avatar/5a4dc579cb52fff2619c8ee907453f73?s=40&d=mm&r=g 2x' height='20' width='20' data-src='https://secure.gravatar.com/avatar/5a4dc579cb52fff2619c8ee907453f73?s=20&d=mm&r=g' class='avatar avatar-20 photo lazyload' src='data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==' /><noscript><img alt='' src='https://secure.gravatar.com/avatar/5a4dc579cb52fff2619c8ee907453f73?s=20&d=mm&r=g' srcset='https://secure.gravatar.com/avatar/5a4dc579cb52fff2619c8ee907453f73?s=40&d=mm&r=g 2x' class='avatar avatar-20 photo' height='20' width='20' />

Carli Smith, CFP®

Navigating the Emotions of a Financial Crisis

Carli Smith, News

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23Mar

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<img alt='' src='https://secure.gravatar.com/avatar/3b7db21002aa2358289f9658bd087b63?s=20&d=mm&r=g' srcset='https://secure.gravatar.com/avatar/3b7db21002aa2358289f9658bd087b63?s=40&d=mm&r=g 2x' class='avatar avatar-20 photo' height='20' width='20' />

Scott Adair, CFP®

2020 Tax Update

News, Scott Adair

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13Mar

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<img alt='' data-srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' height='20' width='20' data-src='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g' class='avatar avatar-20 photo lazyload' src='data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==' /><noscript><img alt='' src='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g' srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' class='avatar avatar-20 photo' height='20' width='20' />

Vanessa McElwrath, CFP®, CPA

The Coronavirus and Market Declines

News, Vanessa McElwrath

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Payroll processing documentation and folders.

02Mar

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Julie Reinhardt

Retirement Plan Services: Avoiding Payroll Pitfalls

Julie Reinhardt, News

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A laptop computer with hands typing on the keyboard.

17Feb

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<img alt='' data-srcset='https://secure.gravatar.com/avatar/5a4dc579cb52fff2619c8ee907453f73?s=40&d=mm&r=g 2x' height='20' width='20' data-src='https://secure.gravatar.com/avatar/5a4dc579cb52fff2619c8ee907453f73?s=20&d=mm&r=g' class='avatar avatar-20 photo lazyload' src='data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==' /><noscript><img alt='' src='https://secure.gravatar.com/avatar/5a4dc579cb52fff2619c8ee907453f73?s=20&d=mm&r=g' srcset='https://secure.gravatar.com/avatar/5a4dc579cb52fff2619c8ee907453f73?s=40&d=mm&r=g 2x' class='avatar avatar-20 photo' height='20' width='20' />

Carli Smith, CFP®

What Is A Registered Investment Advisor?

Carli Smith, News

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14Feb

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<img alt='' data-srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' height='20' width='20' data-src='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g' class='avatar avatar-20 photo lazyload' src='data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==' /><noscript><img alt='' src='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g' srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' class='avatar avatar-20 photo' height='20' width='20' />

Vanessa McElwrath, CFP®, CPA

Financial Markets and the Coronavirus

News, Vanessa McElwrath

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A white house with a white picket fence.

10Feb

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<img alt='' data-srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' height='20' width='20' data-src='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g' class='avatar avatar-20 photo lazyload' src='data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==' /><noscript><img alt='' src='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=20&d=mm&r=g' srcset='https://secure.gravatar.com/avatar/b35d5b56eca0d44221b2c9ceafd8c5fb?s=40&d=mm&r=g 2x' class='avatar avatar-20 photo' height='20' width='20' />

Vanessa McElwrath, CFP®, CPA

Estate Planning 101: What Is Estate Planning?

News, Vanessa McElwrath

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27Jan

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ML&R Wealth Management

2020 Annual Letter to Our Clients

News, Vanessa McElwrath

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leather-bound-book-retirement-plan-eggs

15Jan

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<img alt='' data-srcset='https://secure.gravatar.com/avatar/5a4dc579cb52fff2619c8ee907453f73?s=40&d=mm&r=g 2x' height='20' width='20' data-src='https://secure.gravatar.com/avatar/5a4dc579cb52fff2619c8ee907453f73?s=20&d=mm&r=g' class='avatar avatar-20 photo lazyload' src='data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==' /><noscript><img alt='' src='https://secure.gravatar.com/avatar/5a4dc579cb52fff2619c8ee907453f73?s=20&d=mm&r=g' srcset='https://secure.gravatar.com/avatar/5a4dc579cb52fff2619c8ee907453f73?s=40&d=mm&r=g 2x' class='avatar avatar-20 photo' height='20' width='20' />

Carli Smith, CFP®

The New SECURE Act: Highlights of the New Rules that Impact Your Retirement Accounts

Carli Smith, News

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18Dec

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<img alt='' src='https://secure.gravatar.com/avatar/3b7db21002aa2358289f9658bd087b63?s=20&d=mm&r=g' srcset='https://secure.gravatar.com/avatar/3b7db21002aa2358289f9658bd087b63?s=40&d=mm&r=g 2x' class='avatar avatar-20 photo' height='20' width='20' />

Scott Adair, CFP®

Year End Financial Planning Tips

News, Scott Adair

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