In the video When Should You Begin Collecting Social Security Benefits, we’ve discussed considerations to take account when determining when to begin collecting social security…
It’s been approximately a decade since the Great Recession began. By year-end 2008, the Fed had lowered the target federal funds rate to almost zero…
Your investment portfolio is most likely comprised of different types of investments, balanced in such a way that takes into consideration both your overall return…
Most people do not even know what NAPFA stands for let alone why NAPFA advisors are recommended. As a NAPFA advisor since 2009, I wanted…
Over the past few weeks, markets have been experiencing more volatility than what so many have come to expect as the norm and what has…
When a prospective client over the age of 55 calls my office, more times than not, it is someone who is thinking about retirement. He…
A 401k plan can be a wonderful savings vehicle, but many employees don’t know how to navigate the plan to maximize the benefits it can…
As a fiduciary advisor, you might already be able to guess what our take is on current market news: Unless your personal goals have changed,…