Financial Planning
Written by: Vincenzo Testa, CPA Inflation is a healthy evil when the cost of goods and services increase year-after-year at modest percentages. During the past 25 years, inflation usually ranged between 2-3% as shown in the exhibit below, which is an optimal increase in the cost of goods and services. The U.S. Labor Department announced…
You have saved for this day and retirement is here! Now what? This webinar will guide you through the ins and outs of distribution planning in retirement and answer the commonly asked question, “How do I avoid running out of money?” We will discuss: How much you can withdraw from your accounts Which accounts you…
With inflation at 40-year highs, American households are feeling the pinch. Watch our latest webinar for some helpful personal finance strategies during times of high inflation. Presented by Steven Bouchey, Ryan Bouchey, and Harmony Wagner.
Written by: Vincenzo Testa, CPA What is Debt Recycling? Debt recycling is a personal finance strategy that is commonly used by turning existing “bad debt” into “good debt” that is both tax deductible and works to enhance your financial future. Good debt is debt that is used to pay for an asset that has long-term…
Written by: Harmony Wagner, CFP® With inflation at 40-year highs, American households are feeling the pinch. For April and May, the year-over-year inflation figures were 8.3% and 8.6% respectively, and with issues on both the supply and demand side of inflation, many people fear that inflation may persist through the summer months and perhaps even…
Written by: Harmony Wagner, CFP® Welcoming a new child into the world is an exciting time for parents, grandparents, friends and family. As we guide clients through many different phases and transitions of life, we often provide counsel to people who are interested in transferring wealth to the next generation. My husband and I just…
Listen to Marty Shields, Samantha Masey, and Vincenzo Testa discuss their recommendations for financial planning tips for working professionals. Discussion includes: Budgeting & Debt Management Saving for Retirement Maximizing Employer Benefits Risk Management