“You don’t have to swing hard to hit a home run. If you got the timing, it’ll go.” – Yogi Berra A Not-So-Well-Known Risk to Retirees – Sequence of Returns Risk – and What You… Read More
Archives for September 21, 2023
“You don’t have to swing hard to hit a home run. If you got the timing, it’ll go.” – Yogi Berra A Not-So-Well-Known Risk to Retirees – Sequence of Returns Risk – and What You… 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.
