by Jason Epps | Feb 29, 2024 | Blog
By Jason Epps, CFP®, CRPC® If you’re an employee, taking time to understand your benefits package is crucial for making informed decisions about your compensation—and financial future. In addition to health insurance and retirement plans, stock options play a...
by Tricia Lepofsky | Feb 1, 2024 | Blog
By Tricia Lepofsky, ChFC® If you find yourself dreaming about retirement, chances are high that taxes aren’t the first thing that comes to mind. But here’s a nugget of wisdom: Giving attention to your tax situation can make a big difference in your financial strategy....
by Tricia Lepofsky | Jan 2, 2024 | Blog
By Tricia Lepofsky, ChFC® Some of the most common financial mistakes people make are not necessarily due to the inability to manage finances. The real challenge often lies in the ability to control emotional responses to money matters. In theory, success as an...
by Jason Epps | Dec 1, 2023 | Blog
By Jason Epps, CFP®, CRPC® As the calendar approaches its final pages and the holiday season draws near, it’s a pivotal moment for small business owners to take stock of their operations and financial standing. While many are focused on festivities and family...
by Tricia Lepofsky | Nov 1, 2023 | Blog
By Tricia Lepofsky, ChFC® Embarking on the journey of retirement is often viewed as a time of relaxation, adventure, and well-deserved freedom from the daily grind. However, the first 10 years of retirement can be a critical period that sets the tone for the rest of...
by Tricia Lepofsky | Sep 26, 2023 | Blog
By Tricia Lepofsky, ChFC® Discussing the possibility of losing a loved one is undoubtedly challenging, and facing widowhood can be an emotional rollercoaster. While it’s impossible to fully prepare for the loss of a life partner, taking proactive steps to organize...
by Jason Epps | Sep 1, 2023 | Blog
By Jason Epps, CFP®, CRPC® When you’ve built up a portfolio of investments, the next question that often comes to mind is how to generate income from it. After all, the purpose of investing is not just to accumulate wealth, but also to enjoy the benefits of your...
by Tricia Lepofsky | Aug 1, 2023 | Blog
By Tricia Lepofsky, ChFC® Retirement is a time many of us look forward to—a chance to relax, pursue our passions, and enjoy the fruits of our labor. But the unfortunate truth is that there are many common mistakes retirees fall into that end up hindering their...
by Jason Epps | Jun 27, 2023 | Blog
By Jason Epps, CFP®, CRPC® Planning for your financial future is crucial, regardless of your career path. However, members of the military, veterans, and federal employees face unique circumstances when it comes to financial planning. From maximizing retirement...
by Jason Epps | May 3, 2023 | Blog
By Jason Epps, CFP®, CRPC® It’s no secret that top-notch employers are always on the hunt for the quality talent out there. And to secure that talent, they know they need to offer some serious perks. From comprehensive healthcare insurance to plush retirement...
