Blog
Healthy Things Grow: Building for Today and Tomorrow
As we close out what has been the most successful year of new client growth in the history of our business, I want to take a moment to reflect on what makes this possible and where we’re headed next.One of the phrases we often repeat...
Read MoreLooking Forward
Over the last few months, our team has been pouring appreciation, encouragement, and compassion into one another. We can do this because our clients, families, and communities have also poured into us. We greet you this new year with...
Read MoreThe Basics of Equity Compensation
Basics of Equity Compensation Equity compensation is a way for an employer to increase their benefits package to attract talent in the workforce. This is a growing portion of individuals’ net worth as a recent Schwab survey...
Read MoreLong Term Care
As one ages, the reality of requiring long-term care becomes increasingly significant. Understanding the nuances of long-term care and preparing for it financially is essential for maintaining your quality of life and protecting your...
Read MoreBack to the Future
As the calendar rolls over to another new year (already?), it can be healthy to spend time thinking about the past year and the lessons learned. I don’t know about you, but reflecting on the past, trying to make sense of...
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Make Family Gatherings Count
Make Family Gatherings Count “Parents are good at preparing the money for the person, they are often less good at preparing the person for the money.” —Jess McGawley The holiday season is here, and for many that...
Read MoreEnd of Year Planning
As the fourth quarter of 2023 is winding down, we want to share some best practices and tips for your year-end financial planning. Personally, this is my favorite time of year to self-reflect and review my progress. What goals did I...
Read More3 Things You Should Know About Social Security Retirement Benefits
“When should I draw Social Security?” is a common question that we receive while planning for retirement income. Every individual, or couple, have unique circumstances that factor into providing a clear answer to that...
Read MoreResilience
Steve Booth, the Chairman and CEO of Baird, recently released the company’s Annual Report and an update on the state of our business. Baird owns five different companies, all of which serve various capital market industries...
Read MoreSteps to Take During a Career Transition
If you find yourself starting or in the middle of a career transition, you aren’t alone. “The Great Resignation” was a phrase coined in 2021 due to the increased number of career transitions in the American labor...
Read MoreYour Childhood Experience with Money Shapes Your View on Wealth, Investing, and Financial Security
Think back to your childhood and recall your early experiences with money. Was money scarce in your household, with your family always struggling to make ends meet? Was there always enough, despite not having a lot of...
Read MoreDuring Life's Transitions, Make Sure You Have the Right Partner
When you are going through a transition in your life—marriage, retirement, the death of a family member, divorce, or a career or lifestyle change—you may find that you need financial advice.Transitions like this come with a...
Read MoreCulture: Why It Matters to Us...and You
Culture: Why It Matters to Us…and YouWhat is culture? There are more definitions of culture than can be mentioned in this short article. At the Perry Richey Group, we like to think of culture as a company’s...
Read MoreDefining Your Minimum Standards
“Hiring the best is your most important task.”—STEVE JOBS If one of your goals for 2023 is hiring a financial advisor for the first time or seeking a second opinion, it’s worth taking the time to select the...
Read MoreHighlights of the SECURE 2.0 Act
On December 29th of 2022, the Secure 2.0 Act was signed into law. This is a follow-up to the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 to address topics that were not previously discussed or resolved....
Read MoreA Look Back at 2022
If there is one thing that can be said of 2022, it’s that there has been no shortage of news headlines to grab your attention. Over the last 12 months, we’ve seen an evolving geopolitical conflict between Russia and Ukraine...
Read More3 Things to Discuss with your CPA or Financial Advisor by Year End
The last quarter of the year always seems to fly by quickly between holidays, time off work and preparing for the New Year to begin. With the New Year comes new resolutions to be conquered and often families have at least one financial...
Read MoreInvesting Through a Recession
It has been quite a long time since we experienced a meaningful economic decline in the US. In fact, aside from the first two quarters of the Global Pandemic, our economy hasn’t experienced a recession since the Great...
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