Ways to keep your financial plan on track while you are stuck at home during coronavirus. Read more »
Worried Sick About Investing and Coronavirus? Time for A Lifeboat Drill…
Worried about the coronavirus? Don’t panic and sell your investments just yet. Read more »
7 Ways the ‘SECURE Act’ Affects Individual Savers
Seven ways the SECURE Act will affect individual retirement plans, 529 plans, and more. Read more »
Health Savings Accounts Can Be More Valuable Than 401(k)s and IRAs
If you’re looking for the ultimate triple-tax advantaged account, it’s the HSA, all the way. Read more »
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 »