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    Financial Advisor-Retirement Planning-Feeonly-NAPFA-JupiterFL

    A Checklist for Identifying the Right Advisor for You

    By Jackie Goldstick, CFP®August 25, 2020

    Relationship Your advisor’s sole, continuous duty across your entire relationship should be to advance your highest financial interests (even ahead of their own) as a…

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    2020 Market Update-NAPFA-FeeOnly-Jupiter FL

    The Economy vs. The Market

    By Todd Schanel, CFA, CPA, CFP® and Jackie Goldstick, CFP®July 27, 2020

    The terms “stock market” and “economy” are often used interchangeably, but they are not one in the same.  Perhaps this has never been more evident…

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    Student loans-student debt-financial advisor-NAPFA-FeeOnly

    2020 Education Funding Provisions

    By Jackie Goldstick, CFP® and A.J. HackettJune 5, 2020

    Beginning at the end of 2019 with the passage of the SECURE Act and then continuing with the CARES Act which was passed in response…

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    401k-IRA-Roth-Retirement Planning-Fee Only-Jupiter FL

    What You Should Know About Retirement Plan Rollovers

    By Jackie Goldstick, CFP®May 18, 2020

    Given the current economic environment where companies are laying off workers and, in some cases, going out of the business, the implications for employer-sponsored retirement…

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    2020Q1Market Review-CFP-Napfa-FeeOnly-JupiterFL

    2020 Q1: The Quarter in Review

    By Todd Schanel, CFA, CPA, CFP® and Jackie Goldstick, CFP®April 21, 2020

    After a surprisingly strong year for stocks in 2019, the new decade got off to a rough start for investors with one of the most…

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    CARES Act-NAPFA-FeeOnly-Jupiter FL

    CARES Act: IRA and Retirement Plan Provisions

    By Todd Schanel, CFA, CPA, CFP® and Jackie Goldstick, CFP®April 16, 2020

    There are several provisions in the CARES Act, which was signed into law on March 27, 2020, that provide flexibility to retirement account owners. In…

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    RMD-required minimum distribution-Jupiter FL-CFP-financial advisor

    CARES Act: Changes to Minimum Distribution Requirements for 2020

    By Jackie Goldstick, CFP®April 13, 2020

    Included in the CARES Act, which was signed into law on Friday, March 27th, 2020, are provisions related to tax-deferred retirement plans/IRAs and minimum distribution…

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    Financial Planning-NAPFA-Fee Only-Jupiter FL

    Some Thoughts From A Financial Planner

    By Jackie Goldstick, CFP®March 25, 2020

    At my core, I am a financial planner.  Some may call me a money manager, or an investment advisor or a wealth manager….all terms that…

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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
      • Secure Act 2.0: Changes to Required Minimum Distribution Start Dates January 31, 2023
      • New Year, New Perspective – 8 Steps to Get you Closer to Financial Freedom January 20, 2023
      • Takeaways from the FTX disaster December 20, 2022
      • 2023 Payroll Contribution Limits for Company Retirement Plans November 30, 2022
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      Todd Schanel, CFA
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      CFP®
      Director of Financial
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      CORE WEALTH MANAGEMENT, INC.

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