5 Financial Planning Tips for Aging Parents

5 Financial Planning Tips for Aging Parents

By Tricia Lepofsky Watching your parents age can leave you with many new responsibilities. Having a plan in place can relieve much of the weight off your shoulders in an especially stressful transition. My sisters and I are living through this scenario right now....
Solo 401(k) vs. SEP IRA: Which Is Best for You?

Solo 401(k) vs. SEP IRA: Which Is Best for You?

By Tricia Lepofsky As a small business owner or self-employed individual, it can be hard to save for retirement when there are so many other aspects of your life and business to worry about. Too often, retirement planning ends up on the bottom of the to-do list. Even...
Key Steps to Take Within 5 to 10 Years of Retirement

Key Steps to Take Within 5 to 10 Years of Retirement

By Tricia Lepofsky Creating a comfortable retirement can be the biggest financial challenge you face when establishing a comprehensive financial plan. The good news is that if you are later in your career, you may have more opportunities to put more money toward your...
Who We Serve And How We Can Help

Who We Serve And How We Can Help

For many people, finances are a major cause of stress. It’s hard to find the time and resources to build and manage your wealth confidently. It can be even harder to know how to integrate your family’s values, financial circumstances, and life goals into your...