Strategic Approaches to Maximize Your Social Security Income
By Ted Stricker, CFP® Although Social Security benefits were never intended to be the sole source of retirement income for American seniors, it’s a reality that the majority of Americans rely heavily on this benefit to support them in their later years. (The other...
End-of-Year Tax and Financial Planning Strategies
By Ted Stricker, CFP® With October nearly over and the year quickly winding down, now is a critical time to start strategizing for potential tax-saving opportunities. By getting organized today, rather than waiting until the final weeks of the year, you give yourself...
Planning for Long-Term Care: Financial Stability Amid Health Challenges
By Ted Stricker, CFP® Long-term care is a topic few wish to discuss, let alone think about. The unfortunate reality is that many of us will require some type of custodial care late in life, when we are less able to care for ourselves, and our family and community may...
Are You Prepared for a Market Correction?
By Ted Stricker, CFP® Financial markets are inherently volatile. Because of this inherent volatility, periods of growth and downturns are always followed by corrections. Although the timing of a market correction is unpredictable, being ready for one is essential for...
The Power of Trusts: Leveraging Trust Structures for Asset Protection and Wealth Preservation
By Jacob I. Rosenberg, CPA, PFS, CFP® There's no doubt about it: trusts certainly don't get as much attention as Wills do. But they’re incredibly powerful tools for anyone looking to protect their assets and preserve their wealth—especially if you have significant...
The Art of Selling a Business: Increasing Value Through Organized Financial Planning
By Ted Stricker, CFP® So, you’re thinking about selling your business. It’s a big step, isn’t it? It’s the kind of move that makes you look back at all you’ve achieved—everything from the personal sacrifices to the triumphs—and think about the best way to transition....
Timing Your Withdrawals: Key Strategies for Portfolio Preservation and Growth
By Ted Stricker, CFP® Like you, we know that retirement isn’t about trading in a briefcase for a beach chair—it’s carefully managing your financial resources to support your golden years. But when it comes to preserving and growing those resources, when you take your...
5 Questions Every High-Net-Worth Client Should Ask a Financial Advisor
By Jacob I. Rosenberg, CFP® Did you know that according to a recent PwC survey, nearly half of high-net-worth investors in the United States are planning to change wealth management providers or add new wealth management relationships in the next 12 to 24 months? If...
Risk Management: Market, Interest Rate and Currency Risk
Currency Risk History has shown that successful investing requires discipline and patience. When emotions and investment risks run high, it can be easy to lose focus on your investment strategy. To help you overcome these challenges, here are some important items to...
Understanding FDIC Insurance
If you have money in the bank, you want to know that it’s protected. Luckily, the Federal Deposit Insurance Corporation, or FDIC, insurance was designed to ensure your peace of mind. FDIC insurance protects your money in case something happens to the bank. Let’s dive...
How To Calculate Your Net Worth & Why It Matters
We hear a lot about net worth, but what exactly does net worth mean and why does it matter? Here, let’s learn more about what your net worth is, how to calculate it and the role it plays in your investment strategy and finances. What Does “Net Worth” Mean? Net...
How To Invest In Your Health This Year
How to Invest in Your Health in 2022 Healthcare is one of the essential parts of life's financial and personal journey. Many have not yet utilized all the financial tools that may help. Health Savings Accounts (HSAs) An HSA gives you a tax-exempt savings account...
