2022 Year-End Planning
The Market Is Down – Can I still Retire?
We hear variations of this question often. Sometimes it sounds like this instead: “What if the market goes down after I retire?” Concerns about bear markets during retirement are common and can be exceptionally prominent for clients who have not yet made that leap. The third quarter of 2022 closed on Friday, and markets have […]
Non-Traditional Insurance Alternatives for Small Business Owners
Insurance can be one of the larger fixed expenses within every Americans yearly budget. If you are a small business owner you will also be painfully aware of the cost of Worker’s Comp insurance. For industries that are considered high risk, this might mean an additional 15 cents on the dollar of wage expense you […]
Education Funding – 529s vs. Roth IRAs
Guest Blog: Linda Leary on Growth Mindset
You Are the Expert on Your Life
Anatomy of a Scam
What Is a Robo-Advisor?
Don’t Forget! 2021 IRA Contributions
The “Triple Threat” Savings Vehicle
