by Tricia Lepofsky | Feb 1, 2024 | Blog, High Income Earners, Retirement Planning
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...
by Tricia Lepofsky | Jan 2, 2024 | Blog, High Income Earners
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...
by Jason Epps | Dec 1, 2023 | Blog, High Income Earners, Small Business
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...
by Tricia Lepofsky | Nov 1, 2023 | Blog, High Income Earners, Retirement Planning
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...
by Tricia Lepofsky | Sep 26, 2023 | Blog, High Income Earners
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...
by Jason Epps | Sep 1, 2023 | Blog, High Income Earners
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...
