Feb 18, 2020 | Fred Costantino, JR, Investment Management, Money Stress, Retirement Plan
Every four years, we tend to get the same questions and concerns from our clients regarding the presidential election and how it may impact their investments. With all the media surrounding the election, it is hard for people to discern between fact and opinion. ...
Feb 13, 2020 | Amy Michaels, Money Stress, Retirement Plan
This is a question we hear all the time from our clients, especially those who still have another 20+ years until retirement. The further away retirement is, the more obscure of a concept it is and the harder it is to prioritize retirement savings. Below we’ve...
Feb 12, 2020 | Money Stress, Retirement Plan, Travis Maus
Most people like to help others, and many people make promises to their loved ones that they will be there for them, to take care of them. But exactly what does that entail? Does it mean coordinating or personally administering services? Either situation is an...
Feb 12, 2020 | Amy Michaels, Money Stress, Retirement Plan
Do You Have Student Loans? What should you be thinking about in terms of taxes and planning? If you have federal loans and are married, your filing status (Married Filing Joint vs. Married Filing Separate) can impact your monthly payment for some of the income-based...
Feb 10, 2020 | Amy Michaels, Investment Management, Money Stress, Retirement Plan
Do you have the option for your retirement plan contributions to be either Roth or Traditional? If so, this is something that you should consider carefully when deciding how to set up your contributions.Roth is the term used for saving money after taxes. This means...
