Saving Too Much for College By Michael T. Domingue, CFP®, MBA As a parent, you want your children to succeed and soar to great new heights. A large part of this would be planning for their future and setting them up for success. There are many ways to do this, but a popular method is… Read More
Why Holistic Financial Planning is Important By Jed Inzerella, CFP®, RFC Why Holistic Financial Planning is Important Most often, clients are the only ones able to see their entire financial picture. Since most individuals do not have expertise in financial planning, tax and accounting, insurance, estate planning, etc., they seek out subject matter experts who… Read More
Before You Claim Social Security A few things you may want to think about before filing for benefits. By Craig C. Babineaux, CPA, PFS, CFP® Whether you want to leave work at 62, 67, or 72 years old, claiming the retirement benefits you are entitled to by federal law is no casual decision. You will… Read More
It’s About Time to Spring Forward! By John Armato, CPA, PFS Daylight Saving Time is about to begin. This practice of turning the clocks ahead one hour is meant to extend daylight in the evening hours. What if you applied the same principle to your finances? Can you “Spring Ahead” toward your financial goals? If… Read More
Your 401(k) Plan – What Are My Options? By Blake C. Adams, MBA, CPFA Changing jobs can be stressful. If you are switching companies or careers, making changes to your 401(k) plan is usually the last thing on your mind. Once life has settled down for you, here are a few thoughts about what to… Read More
Building Helpful Habits By David Strother, CFP®, AIF, AIFA Inspiration gives us both the means and the motivation to rise above, be creative, learn from others, achieve enhanced well-being, and grow closer to the vision we desire for our futures. Motivation builds determination to make your vision a reality. I seek inspiration – for myself… Read More
What to Expect in 2022 By Robert Marcell, CFP® While we can’t see into the future and make exact predictions, there are some recent changes that we know will impact our finances at the beginning of this year. Changes to programs like Social Security, Medicare and retirement contributions will affect how much you can save… Read More
IRS Changes the 401(k) Contribution Limit By Blake C. Adams, MBA, CPFA You have three choices for every dollar that comes your way. You can spend it, save it, or give it away. Having a good balance in these three categories makes for a happy financial present and future. Recently, the IRS announced some changes… Read More
Year-End Financial Checklist: 7 Tips for 2022 By Michael T. Domingue, CFP®, MBA As 2021 ends, it is a good time to sit back and examine your financial health. The past two years have been unprecedented and have impacted people in unexpected ways. As you envision what 2022 will look like for you personally and… Read More
There’s More to Comprehensive Retirement Planning than Your Company’s 401(k) Plan By Blake C. Adams, MBA, CPFA A 401(k) plan is only one component of planning for your retirement. We’re honored that companies across South Louisiana choose Darnall Sikes Wealth Partners to operate their employer-sponsored retirement plans, but did you know that our team provides… Read More