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How to recognize the need to provide care for a loved one
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...
HELP! – How to avoid “being sold to” by a “so-called” financial advisor.
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,...
How Do You Balance Saving for Retirement with Other Savings Goals?
This is a question we hear all the time from our clients, especially those who still have another 20+ years until retirement. The further away retirement is, the more obscure of a concept it is and the harder it is to prioritize retirement savings. Below we’ve...
Fee-based or fee-only financial planner – what’s the difference?
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...
How to Start the Conversation Around Finances – For couples
Valentine’s Day is quickly approaching. February is known as a month of love! One way to jumpstart your holiday is to have healthy conversations with your spouse or significant other around money and finances. Easily said, but harder to do! This article can help you...
2020 The Great Reset
“This is the big one!” “We will never recover from this.” “Life will never be the same.” Sound familiar? Well, we have heard similar rhetoric before, and we are still here. We continue to press on. But 2020 has been a lot to digest. How do we make sense of all that...
S.E.E.D. PLANNING RECOGNIZED BY CHARLES SCHWAB
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...
Maximize and Accelerate Your Giving with Donor Advised Funds
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 they work?...
Year-End Tax Planning Strategies
🖐🏼 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....
I.P.S. is NOW!
When people lose money, they get upset. If employees get upset about losses in their 401k plan employers can be on the hook. If you do not want to be held responsible by the Department of Labor for your employee losses, you need to make sure the investment options in...
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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.
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