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...