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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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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
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
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
The Best Time to Invest Was Yesterday: Timing the Market
By Oscar Casas, CFP®, CRPC®, MPAS®, ABFP℠ Trying to outperform the market with your investments might sound straightforward. Common intuition suggests that all you have to do is sell your stocks when economic conditions are
When to Consolidate Old 401(k) Accounts
By Oscar Casas, CFP®, CRPC®, MPAS®, ABFP℠ How many different jobs have you had over the years? If you are anything like most Americans, the answer is probably quite a few. With multiple jobs comes
Paying Off Your Mortgage vs. Investing: Which Option Is Right for You?
By Henry Zupko, MBA, CFP® There are many rules and best practices when it comes to finances, but the most commonly held belief among experts is that you should earn more than you spend. If
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