Posts by Catherine Buck
Understanding the FIRE Movement: A Path to Financial Independence and Early Retirement
Written by: Scott Strohecker, CFP®, EA In recent years, the FIRE (Financial Independence, Retire Early) movement has gained in popularity as a revolutionary approach to personal finance and retirement planning. Promoting frugality, mindful spending, and strategic investing, the FIRE movement empowers individuals to break free from traditional work constraints and pursue financial…
Read MoreUnderstanding and Maximizing Your Financial Aid Through FAFSA
Written by: Paolo LaPietra, CFP® Navigating the process of financial aid and scholarships is a major step for students aiming to manage and minimize the burden of student loan debt. The process, although complex, unlocks numerous opportunities for making higher education more accessible and affordable. This blog provides a comprehensive guide that dives into…
Read MoreMoney Mishaps: Financial Mistakes to Sidestep for a Wealthier Tomorrow
Written by: Vincenzo Testa, CPA, CFP® Living Beyond Your Means In today’s consumer-driven society, it’s tempting to succumb to the pressure of keeping up with the Joneses. However, living beyond your means by overspending on luxuries or financing purchases with debt can have serious long-term consequences. Practice living below your means by prioritizing needs…
Read MoreTwo Ways to Provide Cash Flow for an Early Retirement
Written by: Marty Shields, CFP®, AIF® Many individuals who want to retire early and only have access to cash flow provided from their IRA or 401(k) run into a roadblock because they will trigger a 10% penalty on all distributions before the age of 59.5. Below are the two potential work arounds to overcome…
Read MoreWhat I Want My Daughters to Know about Managing Money
Written by: Harmony Wagner, CFP®, CPWA® As a mother to three young daughters, much of my time and energy is devoted to teaching my girls the skills and principles that will help them thrive in life, ranging from how to build a piece of furniture to how to stand up for yourself. Given my chosen…
Read MoreTax-Savvy Investing: Navigating the Backdoor Roth for Maximum Returns
Written by: Samantha Masey, CFP® Are you a high earner that is no longer eligible to make Roth IRA contributions? It may be time to consider implementing a backdoor Roth strategy. When it comes to saving for retirement, most individuals are aware of the basic vehicles available to them such as their employer…
Read MoreBehavioral Finance: The Psychology of Money
Written By: Catherine (Katie) Buck How we feel about money has been ingrained in us from an early age. Our cognitive biases influence how we feel about investing and will drive our financial decisions. Understanding and identifying these biases is an important part of financial advising that allows professionals to navigate around…
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