Speak with a Financial Expert
Speak with a Financial Expert

Maximizing Social Security Benefits for Married Couples

Posted by Jim Kantowski, CFP®, CPA on January 19, 2021
Knowing how to maximize Social Security benefits for a married couple is an essential part of financial planning, especially because it can help you receive more benefits, pass along a greater amount of assets to your heirs, or reduce your taxes if you play your ...
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Topics: Investment News

A Look Back at 2020 - Q4 and Annual Market Review

Posted by Jim Kantowski, CFP®, CPA on January 18, 2021
The year 2020 proved to be one of the most tumultuous in modern history, marked by a number of developments that were historically unprecedented. But the year also demonstrated the resilience of people, institutions, and financial ...
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Topics: Investment News

What Are The Pros And Cons Of Index Funds?

Posted by Dan Ebinger on December 21, 2020
How you invest your money is a highly personal decision based on various factors, such as your financial situation and your appetite for risk. Therefore, it’s important to understand your options before you invest in the stock market.
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Topics: Investment News

Why Do Interest Rates Change? 3 Key Factors

Posted by Yvonne Talbott Scoggins on December 17, 2020
Nothing in life is free, as the saying goes—and that includes borrowing money. Fortunately for consumers, interest rates (the cost of borrowing money) have been low for the past decade and are likely to
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Topics: Financial Planning

High Net Worth Retirement Planning: The 4-Step Guide

Posted by Billy Hufnell on December 16, 2020
For high net worth individuals, the perspective around retirement tends to shift from concerns about whether you’ll be financially secure in your golden years to how you can manage your investments, taxes, cash flow, and charitable affairs in the best possible ...
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Topics: Financial Planning

“What Is My Liquid Net Worth?” Here’s How To Calculate It.

Posted by Billy Hufnell on November 30, 2020
Even if you’ve never considered it before, “What is my liquid net worth?” is a question worth asking. Understanding your current financial situation is essential to determining how you’ll reach your future objectives—for example, whether you’ll have enough money ...
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Topics: Financial Planning

Can Married Couples Combine IRAs?

Posted by Jim Kantowski, CFP®, CPA on November 19, 2020
Most married couples today choose to combine their finances for simplicity’s sake and to work towards one common goal. (Although, if your spouse has ever asked you to cut back on your online shopping, you may wish you had a separate bank account!) In all ...
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Topics: Financial Planning

Widow Financial Planning: 4 Key Steps To Follow

Posted by Jim Kantowski, CFP®, CPA on November 12, 2020
Losing a spouse can be devastating. Not only does this life-changing event take a significant emotional toll, but it also creates uncertainty around financial matters. As a widow, the financial planning process in particular may seem overwhelming, leaving you ...
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Topics: Financial Planning

The Top Portfolio Management Strategies Investors Must Know

Posted by Dan Ebinger on October 27, 2020
Making smart investment choices for your personal circumstances can have a tremendous impact on your ability to grow your wealth. But there’s no “one size fits all” approach to investing—not only do people have different goals and risk tolerances, but they also ...
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Topics: Investment News

Quarterly Market Review - 2020, Q3

Posted by Jim Kantowski, CFP®, CPA on October 16, 2020
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Topics: Investment News