Are You in Financial Alignment? Why being in financial alignment can make all the difference to your long-term goals.

Written by: Ryan Bouchey, CPA, CFP   Maybe one of the simplest concepts in personal finance and investing, yet one of the hardest to stick to. It’s not for lack of trying. Everyone has heard about the 60/40 portfolio construction (and whether that’s right or wrong for today) it’s historically been a decent benchmark for most…

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Happy Holidays

Wishing you and your loved ones a season filled with joy, laughter, and unforgettable moments. May the warmth of the holiday spirit surround you, bringing peace and happiness to your heart. As we celebrate this special time of the year, let’s cherish the moments spent with family and friends, and reflect on the blessings that…

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Building Your Future: A Guide to Retirement Savings by Age

  Written by: Vincenzo Testa, CPA, CFP®   Planning for your golden years is a task that should ideally begin early in your career. In this blog post, we’ll explore how much you should have saved in your employer retirement plan by different age milestones. Keep in mind that these are general guidelines, and individual…

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Investing is Hard: The Price of Successful Investing

  Written by: Ryan Bouchey, CPA, CFP The Holidays are a time for many things: making memories with family, expressing daily gratitude, and perhaps reflecting on the year gone past. While contemplating various aspects of my life, one crucial element that captures my reflection, aside from my family, is the markets. With December upon us,…

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Year End Tax Planning Webinar

Please join us for our Year End Tax Planning Webinar! As we approach the end of 2023, our team will be discussing year-end tax planning to ensure that you are optimizing available tax strategies. Our webinar will be led by Nicole Gobel CPA, CDFA®, Vincenzo Testa CPA, CFP®, and Scott Strohecker, EA.   Topics will…

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What is a Mega Backdoor Roth and Is it Right for You? 

  Written by: Marty Shields, CFP®, AIF®  A mega backdoor Roth is a strategy that allows individual investors to contribute more to a Roth IRA and/or Roth 401(k) than the standard contribution limits.  It can also be beneficial to those who exceed the income phaseout limits for Roth IRA contributions.  The income phaseout amounts for…

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