Periscope Newsletter and Blog

Read our latest investment advice, economic insights and real-life practical financial planning tips.

March 21, 2023

Using Buckets to Get More out of Your Savings

When it comes to spending and saving, there are many different philosophies of thought for how much to allocate where. Broadly speaking, many people tend to break up their budgets into necessities / personal spending / savings. However, “savings” can feel ambiguous, especially when you factor in the many ways that savings can be used...

March 14, 2023

Creating A Budget? Here’s What to Consider

For Gen Z and Millennials, the lack of budgeting has left them feeling anxious about their financial goals. According to a 2020 NerdWallet study, 83% of Gen Zers and Millennials have experienced regret about their spending decisions. Even though budgeting may seem daunting at first, with the help of a financial planner, Gen Zers and...

March 7, 2023

Charitable Giving FAQs: Family Gifts, Tax Limits, and More!

Ever wonder what the tax limits are around charitable giving? Read on to get answers to some of the most common questions. For even more information, visit our Charitable Planning web page. How much can I give? You can give away as much as you want to anyone you want at any time you want....

February 28, 2023

Abandoned Your New Year’s Resolution? Tips for Getting Restarted.

By March, about two-thirds of people will have abandoned their New Year’s resolution. Resolutions are tricky things – they often require an investment of time, money, or social capital; and it’s easy to make them too strict (i.e., “I’ll bike every day this year”) or hard to measure (a resolution to “bike more this year”...

February 21, 2023

3 Tips To Get Young Adults Excited To Invest

The last year may have felt like a long series of bad news for investors between interest rates, inflation, and a declining stock market. That said, every cloud has a silver lining. For example, if you have a loved one who is a young adult, this is a great time to introduce them to investing...

February 18, 2023

2023 Tax Law Changes: Gift Tax, Estate Exclusions, And More

At the end of 2022, Congress passed over 90 changes to the tax code. On February 2nd, we held a Zoominar where I summarized the bigger changes that affect most people. Here are some of the tax laws and limits not discussed in the Zoominar: Gift Tax Exclusion Rises to $17,000 One of the most popular...

February 7, 2023

New Retirement Benefits for Ages 60-63, Explained

At the end of 2022, Congress passed over 90 changes to the tax code. One of them is particularly interesting because it allows people between the ages of 60 and 63 to contribute more to their retirement accounts than anyone else, at any age. Is A Reverse Donut Hole A Cinnamon Roll? Perhaps you have...

January 31, 2023

The End-of-Life Checklist: 3 Things Everyone Needs to Have

When someone passes away, the surviving loved ones have a lot of work to do. With our decades of experience, we have created three checklists to simplify matters and reduce the stress. What to do when a loved one dies Family financial album Preparing for the end-of-life workbook Read on for links to the digital...

women and man looking at tax changes 2022

January 27, 2023

The Ultimate Guide to Planning for a Secure Retirement Income

Retirement is a time to relax and enjoy the fruits of your labor after a lifetime of hard work. However, ensuring that you have a secure retirement income is crucial for maintaining your standard of living and achieving financial stability. Planning for a secure retirement income can seem overwhelming, but with the right approach and...

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