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    Does the Interest Rate on Your Savings Account Really Matter

    Does the Interest Rate on Your Savings Account Really Matter?

    By Todd Schanel, CFA, CPA, CFP® and Jackie Goldstick, CFP®June 11, 2021

    With interest rates on saving accounts once again at rock bottom levels, some savers are looking for alternatives.    But in the context of a long-term…

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    Dollar Cost of Averaging Core Wealth Management Jupiter FL

    New Money to Invest – Lump Sum or Dollar Cost Average?

    By Jackie Goldstick, CFP®May 29, 2021

    A question we have been asked repeatedly over the last six months has been: what is the best strategy to get into the market with…

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    2020 An Unforgettable Year featured image

    2020: An Unforgettable Year

    By Todd Schanel, CFA, CPA, CFP® and Jackie Goldstick, CFP®January 1, 2021

    A global pandemic, a severe and abrupt recession, and civil unrest made 2020 a truly tumultuous and unprecedented year. But perhaps the real story of…

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    Financial Planning-Investment Advisor-CFP-Napfa-Fee Only

    Best Practices for Year-End 2020

    By Jackie Goldstick, CFP® and A.J. HackettDecember 11, 2020

    As we approach the end of the year, it is prudent to review your situation and make sure that you have taken advantage of all…

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    Roth IRA Inheritance-Financial Advisor-Napfa-Jupiter FL

    Rules for Inherited Roth IRAs

    By Todd Schanel, CFA, CPA, CFP®November 13, 2020

    A Roth IRA is perhaps the most tax-friendly asset that an heir can inherit.  However, the rules regarding distributions can be somewhat complicated. The Q&A…

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    Mortgage Refinance-Financial Advisor-Fee Only-Jupiter FL

    Calculating the Payback Period on a Mortgage Refinance

    By Todd Schanel, CFA, CPA, CFP®October 22, 2020

    As explained in our article on “How to Evaluate a Mortgage Refinance”, the decision to refinance comes down to evaluating the benefit of the interest…

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    Retirement Planning-Investment Advisor-CFP

    How to Evaluate a Mortgage Refinance

    By Todd Schanel, CFA, CPA, CFP® Jackie Goldstick, CFP® and A.J. HackettOctober 10, 2020

    With interest rates at historic lows, many homeowners are considering refinancing their current mortgage.  But making the decision to refinance or not can be tricky…

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    Wealth Management-Stock Market-West Palm Beach FL

    The 2020 Election and Your Investment Portfolio

    By Todd Schanel, CFA, CPA, CFP® and Jackie Goldstick, CFP®September 22, 2020

    With election time now getting closer, we are inundated with opinions and prognostications about not only who will win but what that victory will mean…

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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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      Todd Schanel, CFA
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      CORE WEALTH MANAGEMENT, INC.

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