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Empowering you to thrive in a constantly changing financial landscape.
A selection of curated resources, knowledge, and tips for pre-retirees, retirees, and the next generation.
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The Future of Social Security: Will it Withstand the Test of Time?
By Henry Zupko, MBA, CFP® The buzz around Social Security isn’t exactly uplifting. A whopping three-quarters of people over 50 fear the program will dry
Why I Became a Financial Advisor
Why I Became a Financial Advisor Most people have at least one skill that comes easy to them, something they are born with or innately
Latest Posts
The Future of Social Security: Will it Withstand the Test of Time?
By Henry Zupko, MBA, CFP® The buzz around Social Security isn’t exactly uplifting. A whopping three-quarters of people over 50 fear the program will dry up during their lifetime. And nearly 40% of younger generations,
Decoding HENRYs: Unveiling the High Earners Not Rich Yet Phenomenon
Oscar Casas, CFP®, CRPC®, MPAS®, ABFP℠ Are you a “HENRY”? High Earners, Not Rich Yet (HENRYs) is a term used to describe people who have the potential for high future wealth, but currently have assets
What You Need to Know About the 2025 Tax Sunset
By Henry Zupko, MBA, CFP® Some potentially significant tax changes on the horizon may affect both individuals and businesses. The 2017 Tax Cuts and Jobs Act (TCJA) established several laws that are expiring in 2025,
5 Strategies for Saving Taxes in Retirement
By Oscar Casas, CFP®, CRPC®, MPAS®, ABFP℠ When you pause to imagine your retirement as you look forward to the next phase of life, taxes might not be the first thing on your mind. Typically,
Robots vs. Humans: The Advantages of Talking to a Trusted Financial Advisor
Our world is becoming more and more automated. With advances in technology and the rise of AI, the robo-advisor trend is popular with those who have simple financial situations or just want the robots to
We’re Never Too Busy to Help Someone You Care About
By Henry Zupko, MBA, CFP® Given the fast-paced rhythm of life, it’s easy to put off working with a financial advisor. But as our client, you are aware of the importance of prioritizing your financial
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