Investment Holdings shows women's hands holding piggy bank on wood table.

Analyzing Existing Investment Holdings

February 24, 2023

Presented by Kevin M. Curley, II, CFP®: The wealth management process focuses on your total financial situation; therefore, it’s designed to target the big picture. Once you’ve established your goals and objectives, the next step Read More...

Should You Rollover and Consolidate Retirement Accounts? Image of professionals using tablet for analysis.

Should You Consolidate Retirement Accounts?

February 1, 2023

As you advance in your career and hold jobs at various companies, you may discover at some point that you’ve left behind a trail of Read More...

Introduction to SEPP Distributions, also known as 72(t) distributions shows man putting money puzzle together.

Introduction to IRA SEPP Distributions

August 8, 2022

Premature distributions from IRAs taken prior to age 59 ½ are generally subject to a 10 percent penalty. The purpose of this penalty is to prevent Read More...

Six Biases That Can Derail Your Portfolio with finger pressing behavior analysis button on keyboard.

6 Biases That Can Derail Your Portfolio

December 19, 2021

By Kris Maksimovich, AIF®, CRPC®, CPFA®, CRC®: When it comes to our money, humans are not exactly rational investors. In fact, there are six Read More...

Retirement income planning with mid age couple with financial advisor

Total Return Approach Vs. the Bucket Strategy

March 12, 2021

Looking for ways to create steady income in retirement? We discuss two main strategies to consider when retirement income planning. Read on for Read More...

The SEP IRA image shows businessmen and women sitting together having a discussion.

SEP IRA Retirement Plan for Your Business

March 1, 2021

Presented by Kevin M. Curley, II, CFP®: As a self-employed individual or small business owner, you have the ability to establish a simple and Read More...