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    Should You Offer a 401K Plan?

    By Todd Schanel, CFA, CPA, CFP®October 5, 2017

    Offering a 401K plan can be a great benefit for both the owner of a business and its employees. But a 401K requires time, money…

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    Financial Freedom – It’s Not All About The Size of Your Bank Account

    By Jackie Goldstick, CFP®September 19, 2017

    The way in which we respond and react to events that unfold in our daily lives are often the result of our past experiences. This…

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    The Art of Investment Management 1

    The Art of Investment Management

    By Todd Schanel, CFA, CPA, CFP® and Jackie Goldstick, CFP®September 6, 2017

    Many people mistakenly believe that investment management is simply selecting the investment or combination of investments that will generate the highest yield or highest long-term…

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    How Are Social Security Benefits Calculated?*

    By Jackie Goldstick, CFP®August 21, 2017

    The purpose of social security is to replace a portion of the income you earned over your life once you are retired. How exactly your…

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    Half of a Whole: When You Lose a Spouse

    By Jackie Goldstick, CFP®August 14, 2017

    Whether it’s sudden and unexpected, the culmination of a lengthy illness or merely the result of old-age and the normal cycle of life, there’s nothing…

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    Why We Invest Abroad

    By Todd Schanel, CFA, CPA, CFP®July 27, 2017

    The 12 month period ending 6/30/2017 marked the first time in about five years that non-US stocks performed better than US stocks on a trailing…

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    When You Know Better …

    By Jackie Goldstick, CFP®July 18, 2017

    “When you know better, you do better.” These words, famously spoken by Maya Angelou, suggest that the more knowledge we have, the better we can…

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    The Sources of Retirement Cash Flows

    By Jackie Goldstick, CFP®July 7, 2017

    When you hear the word “diversification” in the context of investing, one thinks of owning multiple holdings across asset classes, geographical locations, and industry sectors.…

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      RECENT POSTS
      • Secure Act 2.0:  Provisions Affecting ROTH IRA Accounts and What They Mean for You February 24, 2023
      • Secure Act 2.0 – Tax Planning Opportunities Related to Delayed Required Minimum Distribution Requirements February 9, 2023
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      • 2023 Payroll Contribution Limits for Company Retirement Plans November 30, 2022
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      Todd Schanel, CFA
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      Jackie Goldstick,
      CFP®
      Director of Financial
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      CORE WEALTH MANAGEMENT, INC.

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