Welcome to The Ridgeline Review - a page where we share helpful content and videos created by the Ridgeline team
We hope you will follow along as we share ideas, industry trends, smart planning tips and more. We'd love your ideas on topics you would like to hear about. Thanks for reading!
Matthew Carbray CFP®, ChFC®, CLU® |
Tuesday, February 9, 2021
Matt covers some of the timely topics we are hearing from clients about - the new political landscape, impacts on future tax rates, and what has been happening in the markets. Check out our latest episode here. https://youtu.be/6UaZyN6tN5s
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Matthew Carbray CFP®, ChFC®, CLU® |
Tuesday, September 29, 2020
COVID-19 A New Wave of Thinking. This month's podcast is a complement to Matt's recent blog post with the same title. Covid has given us all some things to think about. As it relates to your personal financial planning, it's important...
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Matthew Carbray CFP®, ChFC®, CLU® |
Friday, September 25, 2020
Many of you read my COVID playbook in April when I talked about the personal financial planning objectives that you should have had at the forefront of your consciousness, even before the global pandemic. As the severity of the virus...
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Matthew Carbray CFP®, ChFC®, CLU® |
Monday, July 13, 2020
In this month's podcast, Matt talks about the financial planning process - who needs a financial plan, what's covered in the plan, how involved is the process. View the video now - YouTube.
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Matthew Carbray CFP®, ChFC®, CLU® |
Wednesday, April 29, 2020
In this month's episode of Matt on Money, Matt discusses the federal stimulus for individuals and small businesses related to COVID-19. He also provides guidance for those of you who have not yet received your stimulus and some tips if...
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