Newsletters

As a professional communicator, I’ve always been fascinated with the way words are used to influence how people feel about a particular topic. One example I find particularly interesting is how policy makers talk about estate taxes. Those in favor of them are fine with the standard terminology, since the

They’ve already started to arrive in my mailbox—forms with “Important Tax Information” in bold on the front. Puzzling machine-generated envelopes with multi-step opening instructions: “Unzip here first. Then here. Then here.” Yes, it’s tax season and if you’re like me you’re tossing all that mail into a 2025 Taxes folder

Every year around this time I talk to my tax person about putting money into an IRA (Individual Retirement Account). He tells me whether to invest in my traditional IRA or my Roth. I thank him, put a note in my to-do list, then google “the difference between traditional and

Talking to an aging parent about their money can be fraught with pride, confusion, suspicion, and complicated family dynamics. But gentle and helpful money discussions should be part of a caring relationship. My Mom has been on her own now for five years, but she depends on me to help

When I started investing for retirement, I learned the fundamental principle of diversification—investing money across a wide variety of companies, industries, and regions to create a balanced portfolio that’s resilient to risk. So I chose funds for my IRA and 401k plans that aligned with my risk tolerance and let

We’re excited to share one of the principals here at Arrivity Financial Planning, Ted White, CFP®, was recently quoted in Kiplinger on the topic of making the most of the early years of retirement—when you’re healthy and active. We’re proud to see his expertise recognized in the broader financial community!

I’ve heard about people taking entire two-week vacations this summer and tuning out the news. How do they do it? There’s so much happening. Sure, some of it is very far away. But there’s a lot of news that affects us here and now. Health insurance is one of those

I just signed up for a free class at the community college to learn about Medicare. It can only mean one thing: I’m getting closer to “that age.” Time to get serious about how I’m going to live in retirement. Not that I’m planning to retire as soon as I

The news came as a shock. A husband, father, brother, and cornerstone of his community passed away unexpectedly last month. He was my younger cousin, on the eve of his 60th birthday. Messages of care and concern lit up our family chat. I know from experience that his wife and children

If you know the terms RSU, ISO, NQSO, and ESPP, then it’s likely that you’ve been offered – or you’re enrolled in – an equity compensation plan at work. If you’re the kind of person who looks at a list of financial acronyms and immediately tunes out, believe me you’re

Everyone knows it’s not just eggs that have increased in price. Persistent inflation – magnified by economic uncertainty – has us paying more in every part of our lives. Eggs, though, are a perfect symbol of what we’re collectively dealing with. Each individual egg is affordable, but adding up all

Greetings, As a rational person might have expected, the current administration’s “Liberation Day” news has gone over like a lead balloon with global investment markets today. At the time of this writing, the U.S. stock indices are down about 4-5% as of the morning of April 3, 2025. International stocks