Sustainable Withdrawal Strategies: Don’t Outlive Your Savings
Think the 4% rule is your only option? Think again. Discover smarter, sustainable ways to help make your retirement savings last.
Protecting Yourself From Elder Financial Abuse: A Senior’s Guide
Elder financial abuse costs billions every year. Learn how to protect yourself or a loved one with these tips.
Your 2025 Social Security Guide
Looking to retire in 2025? Don’t wait until it’s too late—prepare now with our essential Social Security guide!
The Widow’s Penalty and Taxes
Losing a spouse is already an incredibly difficult experience, and the financial challenges that follow can make it even harder. After a spouse’s passing, the surviving partner may face unexpected financial burdens (including taxes) that can quickly become overwhelming. This additional strain is often referred to as the “widow’s penalty.” Depending on the state’s tax […]
Don’t Run Out of Money: Mastering Cash Flow in Retirement
By Henry Zupko, MBA, CFP® Retirement should be a time of relaxation and fulfillment, without having to worry about finances. That means effective cash flow management is absolutely essential. Without consistent and predictable cash flow in retirement, a substantial nest egg can diminish more quickly than anticipated, leaving retirees vulnerable to financial hardship and forced […]
Navigating Finances After an Executive Layoff
By Oscar Casas, CFP®, CRPC®, MPAS®, ABFP℠ Experiencing an executive layoff can be an overwhelming and unexpected life event. While it’s natural to feel uncertain, taking a proactive approach to your finances can help you regain stability and set a strong foundation for the future. This article is here to provide practical insights to help […]
Do Your Friends and Family Need Financial Guidance? We’re Here to Help.
By Henry Zupko, MBA, CFP® In recent years, our world has become more unpredictable, with unprecedented events impacting the economy and causing growing uncertainty about the future. This makes having a solid financial plan vital now more than ever. As one of our valued clients, you’ve already taken proactive steps to prepare for the unexpected. […]
How to Maximize Your AT&T Benefits in 2025
AT&T’s benefits package is known for its robust offerings, designed to support employees at every stage of their careers. As we head into 2025, a few new adjustments and provisions are set to expand these benefits even further. In this guide, we’ll explore key areas of the AT&T benefits program, providing insight into what’s available […]
Retiring Confidently With a Diversified, Well-Rounded Portfolio
Retiring Confidently With a Diversified, Well-Balanced Portfolio By Oscar Casas, CFP®, CRPC®, MPAS®, ABFP℠ A stress-free retirement journey starts with a solid financial plan. And one of the most effective strategies is maintaining a diversified, well-rounded portfolio. By distributing your investments across varied asset classes, you can help mitigate risk and potentially optimize returns. This […]
Do You Have Questions About Your Medicare Plan?
By Oscar Casas, CFP®, CRPC®, MPAS®, ABFP℠ Medicare is a cornerstone of healthcare for many U.S. retirees, serving over 66 million people since its launch in 1965 and generating over $1 trillion in revenue in 2023. With nearly 96% of those aged 65 and older depending on it, Medicare’s impact on your financial future is […]