June 4, 2026
Two Tax Considerations to Plan for After Tax Season
Two tax moves that you should consider implementing after the April 15th tax deadline.
Felton & Peel Blog
Cash Flow Management
Financial planning insights, tax strategy, and retirement guidance from Felton & Peel Wealth Management.
April 30, 2026
Rethinking Reverse Mortgages in Retirement
How rethinking reverse mortgages in retirement can insulate your retirement portfolio from common pitfalls.
April 2, 2026
The Retirement Expense Everyone Should Fear
If you’ll be buying coverage on the Affordable Care Act (ACA) marketplace, the cost of staying insured from age 60 - 65 can lead to an unpleasant surprise.
March 5, 2026
Why Tax Returns Get Flagged: 3 Moves that Can Trigger IRS Audits
When the IRS (or “the Service”) does reach out, it’s usually because something didn’t match: a form the Service already has on file, a number that looks out of step, or a pattern that needs a little explanation.
December 12, 2025
Is Your College Plan Still Safe? 5 Critical Student Loan Changes That Could Disrupt It
The student loan system is undergoing its biggest overhaul in decades, here are 5 must know changes.
September 4, 2025
5 Safety Nets When Your Emergency Fund Runs Dry
We outline several places you can look for cash outside of your emergency fund when an emergency strikes.
July 31, 2025
5 Money Moves to Survive a Shaky Job Market
When job security feels uncertain, here are five moves you need to make to shore up your finances.
April 10, 2025
3 Smart Ways to Raise Financially Savvy Children
Recent studies show that kids these days are struggling to feel financially empowered. We discuss three ways to combat that.
October 3, 2024
3 Signs It’s the Right Time to Purchase an Annuity
Annuities have been around for centuries, unfortunately, some consumers find them hard to understand. Here are some right times to purchase.
September 3, 2024
4 Ways to Lower Your Required Minimum Distributions (RMDs)
Planning for RMD distributions can be daunting. Here are four ways to lower your RMDs and your tax bill too.
July 10, 2024
5 Epic Retirement Fails to Understand and Avoid
Unpack five ways retirement plans—even the soundest ones—commonly fail. (So you don’t have to learn the hard way.)
April 8, 2024
Four Financial Mistakes to Avoid in a Divorce
Four ways financial planners can help their divorcing clients circumvent financial pitfalls throughout the process
March 13, 2024
Tax-loss Harvesting: Timing Matters
The end of the year has been the quintessential time for investors to look for tax-loss harvesting strategies, but waiting may hurt you.
February 7, 2024
Inflation vs. Lifestyle Creep: What’s Really Breaking Your Budget?
Determining whether inflation or lifestyle creep is responsible for creating disruption in our daily budgets
January 9, 2024
Capital Gain Distributions & Interest Income: Friends or Foes?
Learn the pros and cons on how capital gain distributions and interest income may affect your income taxes this season.
November 10, 2023
Behavioral Finance: The Secret Ingredient to Your Financial Success
Understand the tenets of behavioral biases, and how they affect your finances. Along with tactics on how to mitigate them.
September 29, 2023
4 Things to Do with Unused 529 Plan Funds
Four smart things to do with unused 529 plan funds when your child doesn't attend college or has a scholarship.
August 3, 2023
Four Things to Know About the Saving on a Valuable Education (SAVE) Repayment Plan
Learn some of the most important things about President Biden’s new income-driven repayment (IDR) plan, Saving on a Valuable Education (SAVE).
May 4, 2023
How to Set Your Kids Up for Financial Success
One of the most meaningful things you can do is to set your child up for financial success. Preparing for their future can help them launch their adult lives.
December 2, 2022
Money Advice for the Holidays That People Overlook
During the holidays, money advice is often overlooked. Here are some financial tips you can use during the holidays.
November 4, 2022
What Are Qualified Charitable Distributions (QCDs)?
A QCD is a transfer of funds directly from your Individual Retirement Account(IRA) to an IRS qualified charity.
July 29, 2022
Midyear Money Moves for Your Financial Plan
Make these four easy midyear money moves for your financial plan to stay on track.
June 2, 2022
How to Budget for Your Summer Vacation
Let’s explore how to budget for your summer vacation in three easy steps— plus look at some simple ways to save money on vacation expenses.
May 4, 2022
Smart Ways to Spend Your Tax Refund
With the tax deadline behind us, here are some smart ways you should spend your tax refund.
March 31, 2022
Five Things to Know for the 2022 Tax Season
Here are five things you need to know for the 2022 tax filing season.
January 6, 2022
4 Retirement Planning Tips for the New Year
The new year is a great time to revisit your retirement planning strategy. Learn four new retirement planning tips you should implement for the new year.
September 28, 2021
4 Important Tax Strategies for High-Income Earners
High-income earners can be limited in their tax reduction strategies, but we will provide 4 important tax strategies they can implement.
September 7, 2021
Personal Finance: The Not-So-Secret Ingredient to Wealth Creation
Getting a grip on your personal finance; how you plan for your future and manage your money, is the foundation of any future wealth success.
June 7, 2019
Black Households Try to Close the Wealth Gap by Chasing Higher Returns
For African-American households, increasing your risk tolerance to overcompensate for the wealth gap is a very dangerous game to play.
September 21, 2018
Waiting for the Next Housing Bubble? Don’t Hold Your Breath
If you’re waiting for the next housing bubble, I hope you’ve got two decades to spare. And that’s if history repeats itself at all.
September 20, 2018
Donor-Advised Fund: How A “Poor Man’s Foundation” Saves You Money
You may have heard of “donor-advised funds”, but feel confused about them. Are they solely for the rich? How could they work for those with less savings?