Advisor Articles

Is a Roth IRA Right for You?

By Michael Barber / July 26, 2021

A Roth IRA is an individual retirement account where contributions are made with after-tax dollars; unlike the typical or “regular” IRA funded with tax deductible […]

Uncover New 401(k) Opportunities

By Todd Perry, CFP, CIMA, CPWA / July 7, 2021

Open a 401(k) account, save pre-tax dollars into the plan, set on autopilot. These are the simple steps we usually encounter when working with investors […]

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Is a Financial Planner Worth the Expense?

By Todd Perry, CFP, CIMA, CPWA / June 14, 2021

It seems everywhere we look today, there is cost; mortgage payment, grocery bill (diapers, again?), car expenses, the streaming subscription and the list goes on. With more time being spent at home, we cannot forget the sticker shock that comes with any kind of home improvement project today! Which leads to the question of, “where can I cut costs” when reviewing your overall financial picture.

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Loving Conversations: Long Term Care

By James A. Plaskey, Jr., CFP® / June 1, 2021

It is never too early to discuss long-term care options with your loved ones. The possibility of needing long-term care exists for every person, yet, why is it often difficult to have that conversation with elderly parents or aging loved ones?