Tip of the Month
Tip 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 MoreTip of the Month | January 2023
Retirement Health Insurance Options Prior to Medicare Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® One of the biggest concerns for retirees is health insurance, especially if they plan to retire…
Read MoreTip of the Month | December 2022
Tip of the Month | December 2022 Cash Alternatives with Rising Rates Written By: Ryan Rink, CFP®, EA, ChFC®, CLTC® The Federal Reserve has been implementing interest rate increases throughout…
Read MoreTip of the Month | October 2022
Medicare Open Enrollment Written By: Kevin Reardon, CFP® The change of seasons into fall brings anticipation and planning for upcoming end-of-year items. One important planning item to add to the agenda…
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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