Chris O'Shea took a pay cut to become a financial advisor. Then he left the firm for nearly a decade to coach high school sports and work with students at his church. He came back with a completely different sense of what this work is really about. Read his story.
Chris O'Shea took a pay cut to become a financial advisor. Then he left the firm for nearly a decade to coach high school sports and work with students at his church. He came back with a completely different sense of what this work is really about. Read his story.
Drew Tignanelli, CPA, CFP® By far the biggest financial mistake anyone can make in today's world of personal finance is the My Guy syndrome. People are paying stockbrokers as much as 1% or more to do nothing more than make…
By Madison Bennett, CFP®, CFT-I™ Figuring out your finances after losing a spouse can be exhausting and confusing. And when you’re grieving such a significant loss in life, handling the numbers and your heart at once can seem next to…
By Mike McCarthy, CPA/PFS, CFP® In this business, you sit across from clients in some of life’s most difficult moments: job losses, market crashes, divorces, and deaths. But if someone asks me to name the hardest conversation I’ve ever had,…
Roth conversions can be powerful but only if you get the timing right. In this video, financial advisor Graham Ewing walks through the best times for converting your traditional IRA to a Roth, including the "gap years" between retirement and…
Worried you might be making mistakes that could derail your retirement? Discover the 5 retirement planning mistakes we often see and how to fix them early.
The ongoing developments in the Middle East have many wondering how such events might affect their investments. In our latest video, Chris O'Shea, our Chief Investment Officer, and Wealth Advisor Alec Sunners discuss what is happening in the markets and what it means for your financial strategy.
Most people with a concentrated stock position know they should diversify. What they do not know is how to do it without handing a large chunk to the IRS. In this article, Chuck Bender walks through how a net unrealized appreciation strategy (NUA) combined with a donor-advised fund helped one client retire comfortably without an unnecessary tax hit. If you are sitting on a large position in a single stock, this is worth a read.
Ladies, maximize your benefits with these 3 smart Social Security timing tips—plan now, retire stronger!