Finance insights for high income earners.
Don’t Let Your Emotions Control Your Wealth
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...
Your End-of-the-Year Checklist for Small Business Owners
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...
What NOT to Do in the First 10 Years of Retirement
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...
Facing the Future: How to Be Ready for Widowhood Today
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...
How Do I Get Income From My Portfolio?
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...
Maximize Your Retirement: Stay Ahead of the Game by Avoiding These Common Mistakes
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...