VIDEOS AND CONTENT
Contact Us
Setting Up and Maintaining an Emergency Fund
How much should I keep in my savings account?We hear this question all the time whether someone is wondering what the goal amount is they should be working toward building up in their savings account or wondering if they have too much in their savings account and...
read more
What Are You Paying For?
Do you pay for financial advice? You probably do if you work with a financial advisor or anyone who sells investments or other financial products. Regardless, I am more interested in why are you paying for advice? How do you know if you are getting your money’s worth?...
read more
Financial Planning Overview – Start Now!
In this presentation, Ryan Seymour, a financial planner with S.E.E.D. Planning Group, describes the foundational pieces in building a financial plan. Getting started can be overwhelming. We hope this video can help you understand the key aspects needed to help you on...
read more
Education Planning Part II – Strategies for Student Loan Repayment
Part 2 of this presentation focuses on strategies for paying off your student loans.We will cover the following key areas:1. Your student loan repayment options2. Balancing student loan repayment with other goals3. Other things to be aware of: - The CARES Act and...
read more
Education Planning Part I – Saving for College
Part 1 of this presentation focuses on saving for college. Sometimes just thinking about planning to pay for college for a child or relative can be daunting and overwhelming. We believe it is best to break down a college savings plan into four main questions, which we...
read more
SECURE Act Update – Stretch IRA’s and Roth Conversions
The SECURE Act, passed into legislation in December 2019, changed longstanding retirement account rules. One of the most significant changes involves the elimination of the right to "stretch" required distributions from inherited retirements accounts throughout a...
read more
S.E.E.D.’s Five Step Estate Planning Process
Sometimes you make a video that is a must-watch - this is one of those. It is worth the time and investment. Make a cup of coffee or tea, find a comfortable chair, and take the time to listen to a conversation that could have a significant impact on how you go about...
read more
Maximize and Accelerate Your Charitable Donations and Deductions
Many people don't believe they can deduct their charitable contributions ever since the standard deduction was raised in 2018. But is this true? In these videos, Steve and Travis discuss the ways in which you could maximize and accelerate your charitable contributions...
read more
PART 2- What the CARES Act changes, and how it might help or hurt your employees
This article is intended to help businesses better administer their employer-sponsored retirement plan(s). What Plan provisions have changed due to the CARES Act?Under that CARES Act, both the withdrawal and loan provisions have been changed to allow employees...
read more
PART 1- How the CARES Act impacts your Employer Sponsored Retirement Savings Plan
This article is intended to help businesses better administer their employer-sponsored retirement plan(s). Do your employees qualify?As a direct result of the onset of the Coronavirus sweeping the nation, the government signed into law the Coronavirus Aid, Relief and...
read moreDISCLOSURE
S.E.E.D. Planning Group, LLC ("S.E.E.D.") is a Registered Investment Advisor ("RIA"), registered with the U.S. Securities and Exchange Commission (“SEC”). S.E.E.D. provides financial planning and investment management services for clients in New York and other states across the country. S.E.E.D. will notice, file, and maintain all applicable licenses as required by the various states in which S.E.E.D. conducts business, as applicable. S.E.E.D. renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
This web site is intended to provide general information about S.E.E.D. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to read about our investment philosophy, our strategies, and to be able to contact us for further information.
Market data, articles, and other content on this web site are based on generally-available information and are believed to be reliable. S.E.E.D. does not guarantee the accuracy of the information contained in this web site. The information is of a general nature and should not be construed as investment advice.
S.E.E.D. will provide all prospective clients with a copy of our current Form ADV, Part 2A ("Disclosure Brochure") and the Brochure Supplement for each advisory person supporting a particular client. The Disclosure Brochure and Supplement are updated at least annually and are available on the SEC website at: You may also contact S.E.E.D. to request a copy.
If you have any questions regarding Compliance and Regulatory information contact us.