A weekly recap of the best content published by rockstar AGC members around the world.
Quote of the Week
“If you are a current home owner, you have most likely seen an incredible increase in your home’s value. This is happening in many areas all over the country. The Case-Shiller index measuring average home prices in major US metropolitan areas rose almost 19% year over year ending in December 2021. This was the highest on record since 1987. This appreciation in value is nice but what about the costs of maintaining that home? Not so much. We bought a home that is over 100 years old and as a result have had to fix and/or outright replace certain things in just the three short years we’ve lived there. If you are planning on buying, factor this into the equation as nothing lasts forever!” (Carleton McHenry, CFP®)
Articles
Five Great Ways to Reduce Your Tax Bill (Tony Matheson, CFP®)
Are your Eggs All In One Basket? (Christopher Clepp)
Car Insurance: How to Review Your Policy (Elliott Appel)
Optimizing QBI With the 2/7 Rule (Travis Gatzemeier, CFP®)
Should I Buy A New Or Used Car? (Elliott Appel)
Is Owning or Renting a Better Return on Your Residence? (Carleton McHenry, CFP®)
How To Invest For An Early Retirement (Jordan Dietzel, CFA, CFP®)
Choosing the Right Retirement Plan for Your Business (Christopher Clepp)
How to Maximize Your Health Savings Account (HSA) (Marc Bautis)
Surviving Spouse Checklist – Finger Financial Five #75 (Jeremy Finger)
Videos
Jumpstart YOUniversity – How To Attract More High Value Clients (Dominique Henderson)
Members in the Media
AARP – 12 Steps to Keeping Your Budget (Featuring Jordan Benold, CFP® and Gregory Kurinec, CFP®)
CNBC – Op-ed: While green investments are underperforming, investors need to remain patient (Cathy Curtis, CFP®)