Age is a crucial factor in making sound investment decisions, influencing financial goals, risk tolerance, and investment time horizon. Understanding how to tailor an investment strategy to different stages of life is essential for achieving… Read More
Being self-employed comes with a lot of perks. You get to set your own schedule, choose the projects that matter most to you, and make key decisions that shape the course of your career. However,… Read More
Are you looking for more control over your retirement investments? Does your company not offer a 401(k) plan? A Self-directed IRA can be a beneficial plan for many people and enables holders to invest in… Read More
“In many lines of work, it isn’t how much you do that counts, but how much you do well and how often you decide right.” -William FeatherWhere are you focusing your attention financially? Are you… Read More
In today’s diverse work environment, not every company offers a traditional 401(k) plan. This is particularly true for employees of small businesses, startups, or those who are self-employed. The absence of an employer-sponsored retirement plan… Read More
Small business owners face numerous challenges in managing their operations efficiently while striving for growth and financial stability. We have learned first hand that utilizing the right small business tools could potentially impact your company’s… Read More
Being a business owner brings a mix of daily emotions. It can be incredibly hard, but also incredibly rewarding work. No matter how long you’ve been running your own company, even the best business owners… Read More
You’ve worked hard your entire life, saving and planning for the perfect retirement. For many, that dream involves travel, relaxation, and new experiences. But what if you could combine all of these into one unforgettable… Read More
When leaving an employer, there are typically three workable opportunities to continue the growth of your retirement funds. Understanding which route offers more advantages for continued growth that will align with your next chapter in… Read More
Our team, led by Jeremy Finger who has obtained the CERTIFIED FINANCIAL PLANNER™, Certified Investment Management Analyst (CIMA®), Certified Plan Fiduciary Advisor (CPFA) and Certified Exit Planning Advisor (CEPA) designations, has decades of combined experience helping clients achieve their financial goals.
