Mar 31, 2021 | Investment Management, Money Stress, Retirement Plan, Travis Maus
How to Recognize the Need to Provide Care for a Loved One It can be very hard to watch as your loved one, who may be happy living independently, starts to decline physically, mentally, or both. You may not want to overstep or force yourself into a situation but...
Mar 22, 2021 | Investment Management, Money Stress, Retirement Plan, Travis Maus
Gimmicks. Big words, expensive cars, and fancy suits. Promises, pages, and pages of glossy reports, pie charts, and stories about how their perspective is special because of their history. We call them asset-gatherers, and they are many. They are hunting for money,...
Feb 11, 2021 | News, Travis Maus
When you need critical health, legal, or tax advice, you probably seek the services of an expert whom you assume will provide advice that is intended to give you the very best outcomes specific to your personal situation. You do this because the advice you get could...
Dec 14, 2020 | News, Travis Maus
Binghamton, NY- December 15, 2020 – S.E.E.D. Planning Group, L.L.C. (S.E.E.D.) is proud to announce they have been recognized for their business continuity during the COVID-19 pandemic by Charles Schwab. With thousands of Registered Investment Advisory firms utilizing...
Nov 16, 2020 | Investment Management, Money Stress, Steve Campbell, Travis Maus
What if there was a way to maximize your tax savings while simultaneously increasing the size of your donations? There is! In today’s video presentation, we break down the following concepts: 𝗗𝗼𝗻𝗼𝗿-𝗔𝗱𝘃𝗶𝘀𝗲𝗱 𝗙𝘂𝗻𝗱𝘀 – What are they? How do...
Nov 9, 2020 | Investment Management, Money Stress, Retirement Plan, Steve Campbell, Travis Maus
🖐🏼 Welcome back! Today we are kicking off a new year-end tax planning mini-series. This series is intended to help you identify potential tax savings opportunities you could be taking advantage of before 12/31. 📈 This video focuses on capital gains....
