Stock market volatility is normal. Not reacting to market volatility is hard.
In a world of uncertainty, we are encouraged to focus on what we can control, and to worry little about what we cannot. This is easier...
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Greg Gorski
- Sep 7, 2022
- 2 min
Generational Wealth Transfer Disguised as College Savings: Do not fear the overfunded 529 account
The goal of the average American family is to make sure that they are never in a financial bind. More than simply reaching financial...
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Greg Gorski
- Sep 7, 2022
- 2 min
Qualified Charitable Distributions: Tax Free Karma and a strategy for Required Minimum Distributions
How to use Qualified Charitable Donations to be charitable and tax efficient. Required Minimum Distribution Strategy.
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Greg Gorski
- Sep 7, 2022
- 2 min
What to do during a down market: very little. A Bear Market is scary in name only.
Everyone is an expert during good times. Many do it yourself investors spent the last decade investing in any one of many “can’t lose”...
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Greg Gorski
- Sep 7, 2022
- 3 min
Jackpot or lottery winnings? You’re not rich, at least not right away.
Strategies for lottery and jackpot winnings and what to avoid.
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Greg Gorski
- Sep 7, 2022
- 2 min
Receiving an inheritance: Three things to consider.
Receiving an inheritance brings a mix of emotions; with the loss of a loved one and receiving a portion of their life long hard work. ...
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Greg Gorski
- Sep 7, 2022
- 4 min
Health Saving Accounts - The best investment vehicle that nobody wants to use.
Health Savings Accounts – The investment account that nobody wants to use The financial world and financial planning are filled with a...
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Greg Gorski
- Sep 7, 2022
- 4 min
Financial planning tasks for the bored.
As we enter month 98 (I lost count) of the pandemic and we think about all the things we want to be doing, but can’t, I want to spend a...
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Greg Gorski
- Sep 7, 2022
- 4 min
How Financial Planners see Covid-19 and visualize the future
Let me start off this month’s newsletter by wishing all of you a very safe and healthy summer season. A short four months ago I was...
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Greg Gorski
- Sep 7, 2022
- 5 min
Why the economy and the stock market are not the same thing
Has anyone noticed the damage the world economy has taken over the last two months? Sharp and dramatic increases in unemployment. ...
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Greg Gorski
- Sep 7, 2022
- 4 min
What a quarantine tells you about your budget
Well, this certainly has been a strange month for all of us. And while I have tried to make both my work life and personal life normal...
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Greg Gorski
- Sep 7, 2022
- 4 min
You Can't 'Win' with a Diversified Portfolio, but Trying to 'Win' is not the Point
Everyone wants to have the highest investment returns with the lowest amount of risk. But the average investor knows that this isn’t...
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Greg Gorski
- Sep 7, 2022
- 4 min
In life, one needs to find the happy balance between being frugal and enriching your life.
From time to time I dedicate a little of my professional focus on my own financial plan, and make sure I am practicing the behavior I...
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Greg Gorski
- Sep 7, 2022
- 3 min
Three financial futures that may or may not happen. Part 3: Just what the doctor ordered.
In the final part of a three-part series, about what planners do and do not know, we explore the most important variable in financial...
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Greg Gorski
- Sep 7, 2022
- 4 min
Three financial futures that may or may not happen. Part 2: Our children are the future
For this month’s ‘For your consideration’ I submit the second of three parts in a series of ‘what-If’ scenarios. Factors of financial...
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Greg Gorski
- Sep 7, 2022
- 3 min
Three financial futures that may or may not happen. Part I: Knowledge and market volatility
Nothing is better than the changing of the seasons! In fall leaves change colors, decorating the landscape. In spring flowers come...
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Greg Gorski
- Sep 7, 2022
- 4 min
Don't treat your goals like a trophy case
Every so often there is a news story that crosses the borders of various genres. Usually entertainment news stays within the universe of...
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Greg Gorski
- Sep 7, 2022
- 5 min
There's a good chance that guy on the internet doesn't know what he's talking about.
The internet is a wonderful and amazing testament to the ingenuity of the human mind. It has made the world smaller, brought people...
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Greg Gorski
- Sep 7, 2022
- 3 min
Too Much Information Can Really Test Your Patience
Approximately twice a year, the stock market delivers three to four weeks of consistent negative returns. It is not an unusual event,...
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Greg Gorski
- Sep 7, 2022
- 5 min
Investing Success or Investing Failure - It's All on You!
In this week’s ‘For your Consideration’ I submit another ‘top ten’ list. I enjoy lists! Shopping lists, tasks lists, agendas - They...
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