Building Knowledge
of all things financial
We have assembled a selection of newsletters, financial articles, videos and related links of interest to help you gain a greater understanding of all things financial – both personal and business. Bookmark this page and check back for regular updates. As always, if there is anything else you ever need, feel free to let us know.
Essential
Articles
- Overlooked Benefits of Donor-Advised Funds
- Sex and Money Can Impact Clients’ Financial Wellness
- Capital One Data Breach…not the first, and not the last
- 5 ways physicians can avoid retirement failure
- Are female physicians leaving money on the (operating room) table?
- Could your family live on $50K a year if you died?
- How to thrive in a changing healthcare landscape
- What five companies said about their Medicare plans
- Prepare Clients for the Days They’ll Be Overwhelmed
Guest
Appearances
- 12 Days of Giving: Day #5 with Karen Coyne
- The New Mid Podcast with Michelle Newman
- Karen's Spotlight from the Aspire Magazine
- Prime Time for Women with Karen Coyne and Tina Fraley
- 52 Pearls: Weekly Money Wisdom podcast with Melissa Joy, CFP® and Sarah Boston
- The Epic Comeback Podcast with Nikki Bruno
Market
Commentaries
Video
Gallery
We like to provide our clients with resources to help them understand how the many aspects of life, business and the market can affect their wealth – from the way it’s managed to how it can be used to help improve quality of life both today and tomorrow.
Navigating risk, wealth and public prominence
From privacy and cybersecurity to legal and reputational risks – are you prepared for what's out there?
Technology & Innovation
Take back your time
Rethinking how you schedule your days can set you free.
Family & Lifestyle
![Read](/-/media/rj/common/resources/lifestyle/take-back-your-time.jpg)
![Read](/-/media/rj/common/resources/education/hidden-benefits-of-529-plans.jpg)
Hidden benefits of 529 plans
Beyond education savings, these plans can work for you – not just your kids.
Family & Lifestyle
Navigating Medicare [INFOGRAPHIC]
Review this roadmap to help you navigate through the Medicare enrollment process.
Retirement & Longevity
The psychological side of spending your retirement savings
Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement.
Retirement & Longevity
![Read](/-/media/rj/common/resources/business-owners/the-ins-and-outs-of-nonqualified-deferred-compensation.jpg)
The ins and outs of nonqualified deferred compensation
A versatile tool that can help enhance the benefits package you offer your employees.
Business Ownership
![Read](/-/media/rj/common/resources/estate/future-focused-communication-can-help-your-heirs-flourish.jpg)
Future-focused communication can help your heirs flourish
Set your loved ones up for success with honest dialogue and a thoughtfully crafted planning framework.
Estate & Giving
![Read](/-/media/rj/common/resources/retirement/making-the-most-of-medicares-open-enrollment-period.jpg)
Make the most of Medicare's open enrollment period
With open enrollment season upon us, ask yourself a few questions to make sure you're getting the most from Medicare.
Retirement & Longevity
Social Security increases benefits by 3.2% for 2024
The 2024 Social Security cost-of-living adjustment (COLA) has been announced.
Retirement & Longevity
Weave more of what you love into everyday life
How to mindfully incorporate your favorite things in your day-to-day.
Family & Lifestyle
Webinar replay - Quarterly Coordinates: Sailing on Strange Seas
10/10/2023
Chief Investment Officer Larry Adam discusses current economic and financial market developments.
Markets & Investing