Our blog can be an invaluable piece of your financial planning puzzle. It’s yet another way for us to share information and advice that will help you feel more confident. We’ll also announce our live events here.
https://youtu.be/_OIBTDjYCd4 "I recently started a new job. My new company doesn't have a 401(k). My old company and I didn't part on very good terms. I'm not sure that they… Read Article
https://youtu.be/Dp9GHhteMV8 "I've been hearing that bonds and bond mutual funds are in for a rough ride this year. I even heard it's likely that bonds will be losing money -… Read Article
https://youtu.be/QnN78NQ0OxE "My wife just retired. She's looking at how to take her pension. The company offered her 4 different flavors. (1) She can get the maximum amount per month for… Read Article
https://youtu.be/thzoCzukjZs This question comes from a fellow financial advisor: "I have a client that lives and has a business in Pennsylvania. 20 years ago, he bought a property in New… Read Article
https://youtu.be/wD4-loph7dw "If you had $50,000 to invest - what 5 stocks would you invest in and how quickly would you do it?" Gene answers your neighbors financial questions on More… Read Article
“When can a person stop paying taxes? My Mom is 91 and has an income of $1,700 SS. $700 pension and takes the minimum from her IRA of $25,000. A… Read Article
"My wife and I sold our home and are buying a smaller one. We’re using the proceeds from the sale to almost pay for our new home. We’re about $35,000… Read Article
“My wife passed away in 2018 at age 56 and I am now 63. I read recently that I may be eligible for widowers social security benefits from her account.… Read Article
“I set up a 529 plan for my granddaughter. She is graduating in May and there will be about $19,000 left in the account. Does it belong to her? Is… Read Article
Building a successful business – is certainly a challenge. But, it’s a challenge that can be made much more achievable if doing the work is fun. If one enjoys the… Read Article
