What is the difference between a Traditional vs Roth IRA?
By Sunwook Jin, CFP®, CRPC®, CMFC® Opening or using an Individual Retirement Account (IRA) could be one of the most
Retirement Plan for Over 50: How to Catch Up on Retirement Saving
By Bill Gordon, AIF® Are you worried that you may not have enough saved for retirement? If you’re 50 or
4 Important legal documents for everyone
By Helen Hartman, CRPC® Through my years of meeting with many clients and prospects, I have found people are not
So many Trusts, what does it all mean?
By Helen Hartman, CRPC® Estate planning is an important limb of overall financial planning. Trusts, as defined in the article
What is a Trust?
By Helen Hartman, CRPC® When it comes time to write financial plans for estate planning, clients will inevitably ask about
Portfolio and Portfolio Management- What does it all mean?
By Helen Hartman, CRPC® Through my many years in the Financial Industry, I have learned there are “language barriers” with
The Dow Dropped. Do Not Drop Out of the Market
The Dow Dropped. Do Not Drop Out of the Market. Last Monday’s plunge was hardly the disaster that some media
10 Milestone Ages You Should Know
By Sunwook Jin, CFP®, CRPC®, CMFC® Age 50: Catch-up contributions for IRA, 401(k), 403(b) and other employer-sponsored retirement plans Age 55: Penalty-free
Managing Student Loan Debt
A review of some options for federal and private loans. Are you dealing with student loan debt? Have you
The Retirement Mindgame
Your outlook may influence your financial outcome. What kind of retirement do you think you’ll have? Qualitatively speaking, what if