Every once in awhile, we come across a client in their 50s – and it can be an individual or a couple – who feels like they’re way behind the 8-ball when it comes to their retirement savings. We […]
Adam Koos, CFP®, CMT®, CEPA
While the maximum contribution allowed into last year’s retirement accounts haven’t changed, there’s another, better thing that hasn’t changed about the tax code… the fact that you can still contribute to (and even max out) last year’s retirement plans, even […]
When you think of investments, what comes to mind? Stocks? Bonds? Maybe cryptocurrencies? If you were to define what kind of investor you are, would you say you’re someone who is relatively conservative? Are you aggressive with your money? […]
An interview with Laura Cobb, College Planning Consultant with Estrela Consulting in Central Ohio.
When J.P. Morgan was asked “What is the stock market going to do,” he responded by saying: “It’s going to fluctuate.” Never has this Q&A exchange been more relevant than now, as Russia stands on Ukraine’s doorstep, and the […]
We always want our clients to call us if they’re feeling uneasy. At times like these, when the stock market is really, really struggling, money can get emotional, the process can get frustrating and we’re always here to lend an […]
