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!
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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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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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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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...
Read MoreThere have been many learnings that have come out of this pandemic, one of which is preparation can go a long way. Planning and preparation are hallmarks to a sound financial future. We created this new playbook to serve as your guide...
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Monday, March 30, 2020
Coronavirus Federal and State Resources for Small Business Owners It goes without saying that we are in unprecedented times as a country, and depending on the industry you operate in, very difficult decisions are going to need to be...
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Monday, March 16, 2020
Coronavirus: Considerations in Light of the Newest Global Health Pandemic Matthew Carbray, CFP®, ChFC®, CLU® I am sure by now you have been inundated with the media coverage of the Coronavirus, or COVID-19 as it is known...
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Friday, March 13, 2020
In this month's episode, Matt addresses the Coronavirus and the impact on the stock market as well as identifying some planning opportunities in these tumultuous times. Watch the video here.
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Friday, March 6, 2020
On behalf of our team at Ridgeline Financial Partners, I personally want to thank you for your partnership and the confidence you instill in us to guide you through life’s stages. A lot of you may receive information from us...
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Friday, January 24, 2020
In this episode of our monthly podcast, Matt discusses the recent SECURE Act legislation and what it means for you. He covers the change to RMDs, educational funding and charitable giving. View the video here.
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Thursday, January 2, 2020
After considerable delay, the Senate finally passed, and the President subsequently signed one of the most ground-breaking pieces of legislation that will affect nearly every retirement saver. The SECURE ACT or the Setting Every...
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Friday, December 20, 2019
To close out 2019, Matt discusses some of the planning gaps we have observed from clients this year and ideas on how you can get out ahead of these potential issues. He also emphasizes the importance of maxing out your retirement and...
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Thursday, October 24, 2019
In this month's podcast, Matt discusses some of the challenges faced by small business as well as the unique opportunities afforded to this group. He also addresses exit planning considerations. If you are a small business or family...
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Thursday, October 3, 2019
This month's video blog features 3 timely topics submitted by our clients:- Do I need more than a basic will? - Should I consider long term care insurance? - Do you have any tax tips for small businesses? Tune in to learn more. And if...
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Wednesday, September 11, 2019
Raising your children to be helpful, kind, productive adults is no small feat. For those of us in the trenches of parenting, it can seem like a daunting task at times. However, it will likely be one of the most rewarding aspects of...
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Tuesday, August 20, 2019
We were recently invited to be guest speakers on the Farmington Valley Podcast Series about Back to School and Education. Our topic was on Educating Children at All Ages About Money and Finance. This is a great topic and Matt and...
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Thursday, August 1, 2019
Our video blog this month is all about planning for your child's education. Matt covers how much you need to save, when to start, the best savings vehicles and pointers for maximizing your college planning. Don't miss it! Video Link
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Wednesday, June 19, 2019
Coming at you with episode #2. https://youtu.be/MinZQeBhfGE Matt covers: All about 401(k) plans Reasons to utilize your employer plan How much you should contribute Where you should invest your funds We hope you enjoy this new format...
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Tuesday, June 18, 2019
Have you heard of the "sandwich generation"? If not, get familiar with the term because if you are not already a member, you may be soon. If you are between the ages of 45 and 70 and have aging parents as well as children who are...
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Thursday, May 16, 2019
It's here...introducing Matt on Money, our brand-new video blog. Check out our first episode on income tax planning. https://lnkd.in/eJzH26V Matt covers: Why now is a good time for income tax planning Strategies to implement to...
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Tuesday, May 14, 2019
According to the Fidelity Retiree Health Care Cost Estimate1, the average couple retiring today needs $285,000 to cover the cost of health care in retirement. It is so important that you plan for this expense now and not wait until it...
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Friday, April 5, 2019
Employer-sponsored retirement accounts are a great way to save for retirement. A 401(k) offers tax benefits such as pre-tax contributions and tax-deferred growth. You don’t get taxed on your contributions or earnings until you...
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Thursday, March 7, 2019
A ROTH IRA is a retirement savings account that allows you to put money aside for retirement and any growth in the account is tax-free. Unlike a traditional IRA, in a ROTH IRA, you pay taxes on the front end and therefore won’t...
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Wednesday, February 13, 2019
As we approach tax season, clients frequently ask us for guidance on how to minimize their tax impact. Although you are limited in what you can do for the prior year’s return, there are some smart moves you can make now for the...
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Friday, January 18, 2019
There is something about a New Year that gets everyone thinking about improving areas of their lives. Maybe it’s a weight loss or health goal, maybe it’s a work/life balance goal, or maybe for you it’s more of a to-do...
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