Should You Stop Funding Your 401(k)?!
By Nicholas HamnerInvestment Advisor [email protected] If you use a Windows computer, chances are you see the MSN frontpage when you open your browser. And there was a terrible article on […]
Retirement Planning
Rob Talks You Through The Government Shutdown
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] Last Wednesday was another typical outcome in Washington as Democrats and Republicans couldn’t agree on the topic at hand. This time
Things To Do In The 4th Quarter
by Nicholas HamnerInvestment Advisor [email protected] It is now officially the fourth quarter of 2025, which means we’re up by 28 over the Chiefs and it’s time to put the backups
Getting Life (and Finances) in Order with Jeremy Wechsler
By Jeremy A. Wechsler, Esq.Investment Advisor [email protected] I came across a piece in The Wall Street Journal recently by Jonathan Clements, longtime personal finance columnist who recently passed. Jonathan had spent a
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To Retire Or Not To Retire
By Nicholas HamnerInvestment Advisor Representative, Director of Marketing & [email protected] Back in June, we ventured down to Alabama to see my family. My mom retired part-time in her 60s to
Working with Federal Employees
By Kyle S. PlotkinInvestment Advisor [email protected] Americans who decide to work for the federal government are offered a unique set of benefits both during and after their careers that differ
The Rules, They Are A-Changing
By Nicholas HamnerInvestment Advisor Representative, Director of Marketing & [email protected] Our life is framed by rules. No matter what you want to do—get dressed in the morning, drive to work,
Key Ages to Know for Retirement Planning
By Kyle S. PlotkinInvestment Advisor [email protected] When it comes to retirement planning, the earlier you start, the better. The sooner you save, the longer your money has to grow. But
You Don’t Want To Ration Anything
by Nicholas HamnerInvestment Advisor [email protected] This past weekend, I finally got the family up to Knoebel’s, the traditional no-cost-to-enter-but-rides-cost-tickets amusement park located in the Poconos. Over the course of the
Rob Talks About Dying With Zero
by Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] We have lived by “Rules of Thumb” our whole lives. I remember my parents saying to me at a young