Dec 14, 2020 | News, Travis Maus
Binghamton, NY- December 15, 2020 β 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: ππΌπ»πΌπΏ-ππ±ππΆππ²π± πππ»π±π – What are they? How do...
Nov 9, 2020 | Investment Management, Money Stress, Retirement Plan, Steve Campbell, Travis Maus
ππΌΒ 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. π This video focuses on capital gains....
Oct 27, 2020 | Investment Management, Money Stress, Retirement Plan, Steve Campbell, Travis Maus
In case you weren’t aware, there is an election next week! What in the world does the outcome of this election mean for you and your investments? Is there anything you could do either before or after the election to be prepared for the potential short-term...
Oct 22, 2020 | Investment Management, Money Stress, Retirement Plan, Steve Campbell, Travis Maus
We have covered a wide range of topics in this ‘working with a financial professional – what you need to know’ video series. In this series, we have covered the following topics:β
How advisors are paidβ
Recognizing conflicts of interest when working...
Oct 22, 2020 | Investment Management, Money Stress, Retirement Plan, Steve Campbell, Travis Maus
Is it better to work with an individual financial advisor who conducts their practice more as a solo practitioner or an advisor who functions as part of a larger team? How can you tell if you have an individual or a team? What is the contingency plan if something...
