Buying a home is one of the most financially significant events of your life. But even after closing, your financial work isn’t done. There are a few more steps you should take to incorporate your home into your greater financial picture.

Wall Street's thankful for a positive week as retail and tech earnings are decent and new home sales are surprisingly on the upside!

U.S. Equities leap a housing is beaten down repeatedly while corporate earnings hold up better than expected.

Buying a home is one of the most financially significant events of your life. But even after closing, your financial work isn’t done. There are a few more steps you should take to incorporate your home into your greater financial picture.

Wall Street closes out a rotten September with another down week as equity and bond markets drop

Retirement is a major milestone that brings many life changes. One thing that doesn't change for most people: the fear of running out of money.

World currency fluctuations means more than calculating our travel costs.

Equities suffer again as FED raises rates by 75 BPS again.

Since the beginning of the year, economists and pundits seem united in the belief that economic growth will continue to contract, propelling inflation and interest rates to levels that we haven't seen in years. When the Federal Reserve lifts the fed funds rate again – likely on the way to 4.00% – holders of CDs and money market funds will likely benefit.

You might be thinking about retiring, but how do you know when you are really ready for it, mentally and financially? For decades, the normal retirement age was 65. This was when you became eligible for Social Security and Medicare. But things are different today

You hear it all the time: you should make sure your retirement savings at least keep pace with inflation. But what is inflation and how does it really affect your retirement savings? Let’s explore.

Your portfolio may be designed to give you the best chance of achieving your financial goals. Unfortunately, the market doesn’t care about your risk tolerance or your goals.

Wall Street snaps three week losing streak as the Fed suggest inflation might be moderating and oil prices decline again.

The week brought us the end of August, but it didn’t matter as equities retreated just about every day this week, closing the month of August and the week with big  losses – the third consecutive week of healthy declines.

Every month, the National Association of Home Builders gauges builder perceptions of current single-family home sales and sales expectations for the next six months as “good,” “fair” or “poor.” Scores for each component are then used to calculate an index where any number over 50 indicates that more builders view conditions as good than poor.

Families with significant or fast-growing assets are often concerned about minimizing estate taxes, protecting assets against creditors, and succession planning. One estate planning tool used by many families to address these concerns is a family limited partnership ("FLP"). 

After 30 years as both a financial coach and a lawyer, I’ve learned a lot about human nature. People often don’t get real until we set the spreadsheets aside. Money talks, but it also triggers deeply ingrained behaviors and assumptions. Becoming aware of those behaviors (so that they work for and not drive us) is the foundation of sound decision-making, financial or otherwise.

As most are now aware by now, Russia launched a large-scale invasion of Ukraine—one of the most significant geopolitical events in decades. As we reflect on the news, we are primarily concerned about the countless innocent lives that will inevitably be impacted by this war.

To set your heirs up for success, craft a practicable plan for passing down life and work skills – attitudes and attributes – as well as wealth.

Succession planning takes the skills and experience that made you successful in the first place and focuses them on what your business and business heirs need to thrive in a changing world.

The most successful estate plans are driven by who and what matters most to you, rather than by tax strategies.

It's been a rough start of the year for the stock market and it could get worse. The federal reserve has projected it will raise interest rates three times this year to curb inflation.

BST & Co. CPAs has created a new wealth management division called Affinity BST Advisors following a merger between BST Wealth Management LLC and The Affinity Group, a boutique wealth management firm.

As we head toward the holiday season, many people start thinking about year-end planning and giving back to their favorite charities. It occurred to me that this is not the only time of year people should think about doing good for others.

Affinity BST Advisors, LLC. introduces a new partnership, and a new brand. Entrepreneurs of a better way to ensure your family’s financial health for generations. We are transforming the model for financial planning.