John Bodnar, CFP, Earns the 2020 Five Star Wealth Manager Award
John Bodnar is a six-year winner of the Five Star Wealth Manager Award. Read more »
A Letter of Gratitude to Our Clients
We are grateful for the relationships we’ve built over the last 30 years. From our families to yours, Happy Thanksgiving! Read more »
Splitting Retirement Accounts During a Divorce
You may not need a QDRO to split your retirement accounts in a divorce. Read more »
Give Thanks to Market Volatility
Volatility gets no respect in the investor community-but it should. Read more »
Is a Recession Coming?
Economists have predicted 20 of the last 5 recessions. Is this one for real? Read more »
Investing Lessons from My Father
… and a few other insights. Read more »
Equifax Owed You $125 – Here’s the Fine Print that Let Them Off the Hook
This detail made the Equifax settlement too good to be true. Read more »
A Financial Checklist for Recent Widows
For families in grief, it is my hope this checklist will make your day just a little bit easier. Read more »
A 2019 Guide to Social Security Planning
Tips for Social Security planning in 2019, with claiming age, spousal and ex-spousal benefits, survivor benefits, working in retirement, tax planning, and more! Read more »
Parents Can Protect Access to College Records with These Forms
Every college kid should sign these 3 forms before leaving home. Read more »