Why Choose Cordant?
Living in a world of greater financial responsibility and more noise also means having to deal with more stress. That’s where we come in. At Cordant Wealth Partners, we’re here to make life easier. We put a team of financial experts on your side to help you achieve financial clarity. We then help grow, guide and manage your wealth. So you can focus on what’s most important to you, and spend your time living your best life.
Corporate Employees
By helping you clearly define your financial objectives we can optimize your company retirement programs and benefits, and help you sort through complex financial decisions like funding college, buying a second home, or assessing a new job offer—all while making sure you’re on track for retirement.
Business Owners
You’ve worked hard to develop your idea and create a successful company. Our team will work hard to build and execute a plan that integrates the goals you have for your business, yourself and your family.
Retirees
With our retirement planning process, you’ll have the confidence to pursue the retirement you dreamed of. And with us by your side balancing the risk and return in your portfolio and mitigating your tax responsibility, we help to reduce the worry along the way.
What We Do
At Cordant, we focus on creating clarity for people to pursue their best life by eliminating financial stress. To do so, our team of experts works closely with you to understand your goals and your values and to design a purposeful financial plan that supports your personal vision of success, at every stage of life.
The Intel Pension Plan: Understanding the Major Change in 2021 and How to Assess Your Retirement Decision
**UPDATE: We are aware that Intel has changed course and will NOT be changing its minimum pension calculation. We will update this blog post as more information is available.**
Today we are going to tell you everythin...
SERPLUS or Mega Roth? Prioritizing Two of Intel's Tax-Preferenced Savings Opportunities
Ideally, with each paycheck or bonus paid we would have all the cash flow we need to support regular cash-flow needs, achieve our larger financial objectives and optimize deferrals to tax-advantaged accounts and other ta...
Intel SERPLUS Elections 2020: 4 Steps to Consider Given the Recent Company Uncertainty
A clever person once said it’s “difficult to make predictions, especially about the future.” This is true with most things, and it's undoubtedly true with investing. However, despite the unpredictab...
The Impact of Relative-Owned 529 Plans on Financial Aid
While preparing to write my first blog, I was reminded of my time in college and how I would hope a lecture would be done earlier than the time allotted and not go over time. With that in mind, I want to keep the blog post concise but still provide you with all the nece...
Navigating Medicare's Annual Enrollment Period
Every year, we get a lot of questions about Medicare open enrollment and who is eligible to make changes to their coverage. Below is a guide to help you navigate some of the questions we are frequently asked.
When is Medicare open enrollment for 2021 coverage?
The ...
How Much Company Stock Should I Hold? (Part 2 of 2)
This post is part two of ‘How Much Company Stock Should I Hold?’ In this article, we dive deeper into two areas:
If you hold company stock, what form of equity compensation is the best to own, and
How to maintain your desired allocation over time
What Typ...
What's Your Benchmark?
How did the market do today?
Whether it’s NPR, the Wall Street Journal or small talk with your neighbor, most conversations about the stock market and economy inevitably reference either the Dow, NASDAQ or S&P 500. But are they appropriate measurements? What do they actually track? And most import...
Umbrella Insurance - Is It Right For Me?
This year has been a painful reminder to always plan for the unexpected.
As it relates to personal finances, one could use this lesson to revisit the riskiness of their investments (i.e. stock vs bonds), the amount of cash set aside for emergencies or tweak the month...
How Much Company Stock Should I Hold? (Part 1 of 2)
Chances are if you work in the technology industry, part of your compensation will include company stock. We’ve written about various forms of equity compensation before (RSU’s here and here, ESPPs here and here, Stock Options here) but today we want to address a qu...
DOES IT MAKE SENSE TO REFINANCE MY MORTGAGE? THREE CUMULATIVE FACTORS TO CONSIDER – (PART 2 OF 2)
As with most financial decisions, when it comes to refinancing a mortgage there are near-term costs and benefits and long-term costs and benefits. In Part 1, I reviewed a four-step framework as a starting point to determ...
