Dec 6, 2024
Life insurance has a clear role within a financial plan, but is it worth keeping a policy once you’ve reached retirement and don’t have as much of a need for income replacement?
In the latest episode of the Money Wisdom podcast, Jake Doser, CFP®, CPWA® and Nick Colantuono, CFP® tackle a listener's question about...
Nov 29, 2024
Managing your money in retirement is much simpler when you don’t have to debt to account for, but there are times when debt isn’t necessarily a bad thing. In this week’s Money Wisdom question series, Jake Doser, CFP®, CPWA® and Nick Colantuono, CFP® tackle a listener's question about whether it's wise to carry...
Nov 22, 2024
Many retirees make the decision to move in retirement but should no income tax be the main reason for relocation? While it might save you money in taxes, the move might not benefit you as much as you think. In this episode of the Money Wisdom Podcast, Jake Doser, CFP®, CPWA® and Nick Colantuono, CFP® talk taxes in...
Nov 15, 2024
As life gets busy, it’s not uncommon to lose track of old financial accounts, especially if you've switched jobs multiple times. When someone leaves an employer, that old 401k will stay where it is unless you do something with it and it’s easy to forget about. But did you know that rediscovering this "found money"...
Nov 8, 2024
All of the back and forth is finally over and the election results are in. Donald Trump will take office for a second term and it’s already having a big impact on the market. The news is all over everyone’s feeds and our clients are asking us what this means for them.
We know the campaign trail is fraught...
