Category: Retirement Planning


Saving for Retirement Just Got More Complicated

The recent passage of the Secure Act 2.0 introduced fresh opportunities for retirement savings, but it also brought along some potential challenges that could catch savers off guard. Being aware of these possible drawbacks can enable you to make more informed decisions or, at least, be ready for future implications. Our CEO Marianela Collado, CPA/PFS, […]

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Nearing Retirement and Falling Behind in Savings

Our Wealth Advisor, Franklin “Franko” Gay, is passionate about helping others achieve their personal goals by utilizing strategic financial and tax planning in their day-to-day lives. Since we all have an idea of when we would like to stop working, some of us sooner rather than later, Franko was able to illustrate some steps that […]

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Top 5 States Where Retirees Are Moving

More and more retirees are making changes in residency. Florida is one of the most popular destinations, along with North Carolina, Michigan, Arizona, and Georgia. The driving force behind the move is a search for cheaper cost of living, especially housing. Although there have been some adjustments to Social Security, it does not necessarily match […]

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10 Financial Moves to Make in Your 60s

If you are approaching or celebrating your 60th birthday this year, it critical to ensure your retirement plan is prepared to meet your needs and goals throughout these years. Going through a financial checklist can help determine any last-minute adjustments prior to reaching this major milestone.  Recently our CEO Marianela Collado spoke with AARP providing some much-needed advice to help those approaching retirement. […]

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Should I Roll Over My 401(k) When I Move to a New Job

Are you wondering if you should roll over your 401(k)? Whether you are switching jobs or researching a potentially better investment option, before you roll over your 401(k) there are certain things to consider. Recently, our CIO and Senior Wealth Advisor Matt Saneholtz was quoted on MarketWatch providing a word of caution prior to making […]

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401 (k) vs. Roth 401 (k): Which One is Better for You?

Are you confused about which retirement plan is better suited for your individual financial situation? If you or someone you know is unsure, you will want to check out this article on Bankrate. In the article, our CEO Marianela Collado, along with other industry experts, provide the pros and cons of choosing between these two […]

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Are Spousal IRA Contributions Right for Your Situation?

Did you know that even if your spouse doesn’t have any earned income, you can establish and contribute to his or her IRA. This is a simple but potentially powerful financial planning opportunity. This comes as a surprise to many because they believe that each taxpayer has to have their own earned income. This is […]

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