Posts Tagged ‘financial planning’
Webinar: Mid-Year Market Update
Webinar: Mid-Year Market Update Presented By: Nick Ziarek, CFA, CFP® Learn more about the current market conditions for mid-year 2023. Review historical trends in addition to our Shakespeare investment philosophy. Join…
Read MoreA Letter From 90 Year Old Self
A Letter From 90 Year Old Self Written By: Kevin Reardon, CFP® We’ve all seen a movie or read a book where the main character is transported decades into the future…
Read MoreApril Fools Financial Tips for Parents
April Fools Financial Tips for Parents Written By: Kevin Reardon, CFP® There may be no greater challenge in the world for parents than to raise healthy, productive and financially astute…
Read More30 Years as a Client: Part 2
30 Years as a Client: Part 2 Written By: Kevin Reardon, CFP® Picking up from Part 1 of this blog series, Curt and Cheri are now in their 40’s and had…
Read MoreHappily Irrelevant
Happily Irrelevant Written By: Kevin Reardon, CFP® In speaking with a couple who retired a few years ago, they commented they are ‘happily irrelevant’. That interesting comment couldn’t be left…
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