Building Financial Success:
Top 10 Financial Planning Considerations for STEM Professionals
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Blog

Parent reading a book to their newborn child
David Uhlmann | Jan 27, 2023

What does "Wealth" Mean to You?

Finance
Lifestyle
A clear understanding of what wealth looks like to you may help you build a financial strategy.
Read More
David Uhlmann | Dec 15, 2022

Debt and Retirement: Can You Handle Both?

Retirement
Debt Management
Cash Flow
If you’re struggling to save for retirement because of debt, it’s never too late to start.
Read More
David Uhlmann | Dec 7, 2022

5 Year-End Tax Planning Opportunities for the Savvy Investor

Tax Planning
Tax Loss Harvesting
Following a solid tax planning strategy throughout the year is an integral part of any financial plan, but there are special considerations to make as the year
Read More
David Uhlmann | Nov 22, 2022

Unwrap a Holiday with Less Financial Stress

Savings
Lifestyle
With a few small changes to your holiday spending habits, you may cut back on end-of-year financial stress.
Read More
David Uhlmann | Oct 18, 2022

The 2023 Cost-of-Living Adjustment

Retirement
Social Security
Social Security and SSI benefits are increasing in 2023. Here’s what you need to know.
Read More
David Uhlmann | Oct 6, 2022

Medicare in 2023: Here's What You Need to Know

Health
Retirement
The 2023 Medicare changes are here, and for the first time in several years, some premiums are lower.
Read More
A black and white image of a couple laughing
David Uhlmann | Oct 5, 2022

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Savings
Financial Planning
Retirement
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
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David Uhlmann | Sep 25, 2022

The Value of Dollar Cost Averaging

Finance
Investments
Dollar Cost Averaging
It has been argued that the best way to invest in the stock market is with a lump sum of capital that can be properly diversified across several asset classes
Read More
A desk with office supplies on it. In the middle of the desk is an open journal with a heading that reads "Finance Tracker". Under the journal is a piece of paper that reads "Monthly Budget Overview", and has several columns on it for tracking expenses.
David Uhlmann | Sep 21, 2022

Financial Planning Basics: Creating and Maintaining a Budget

Savings
Finance
Budget
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
Read More
Hand holding a page with several charts on it
David Uhlmann | Sep 17, 2022

Asset Allocation and Risk Allocation

Investments
Portfolio
Risk Management
While not guaranteed, a well-allocated portfolio may be better at handling market risk.
Read More
Person holding a camera lens in a field. The view of the field within the camera lens is upside down.
David Uhlmann | Sep 3, 2022

Is Confirmation Bias Affecting Your Investment Strategy?

Investments
Portfolio
Investor Psychology
Your preconceived notions may be impacting your decision-making process. Thankfully, it’s possible to overcome them.
Read More
David Uhlmann | Aug 10, 2022

Working with an Investment Professional

Investments
Flat Fee Advice
Certified Financial Planner
CFP
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
Read More

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