Nick Ziarek
Budgeting Healthcare Costs in Retirement
Budgeting Healthcare Costs in Retirement Written By: Nick Ziarek, CFA, CFP® Planning for retirement comes with many unknowns including when can you retire, will there be enough income to cover expenses,…
Read MoreTip of the Month | February 2023
Phone Apps for Scanning Documents Written By: Nick Ziarek, CFP®, CFA Have you ever found yourself needing to scan and email a document, statement or tax form? What is the best (and…
Read MoreA Year In Review: Economic Updates
A Year in Review: Economic Updates from 2022 Written By: Nick Ziarek, CFP®, CFA As 2022 comes to a close, we look back on what was a rocky year by…
Read MoreThe Difference Between RIAs and Broker-Dealers
The Difference Between RIAs and Broker-Dealers Written By: Nick Ziarek, CFP®, CFA When searching for a financial advisor, there are many options and terms used to define a firm’s role and…
Read MoreTip of the Month | September 2022
Reminders for Charitable Giving Written By: Nick Ziarek, CFP®, CFA 1) You maximize the tax efficiency by donating appreciated stock compared to cash. 2) If you write checks to charity directly…
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