12Sep 2019

Written by Gregory Palacorolla, CFP ® Not Having a Plan & Not Obtaining Advice from a Professional Making contributions is great, but to what end if you don’t have an actual retirement plan?  A retirement plan is all-encompassing if done properly. Certified financial planners link all areas of your financial life together through strategic planning […]

Continue reading
27Aug 2019

Written by Gregory Palacorolla, CFP ®   Retirement has changed dramatically over the years. Once upon a time, workers could rely on three strong legs to shore up their retirement: Social Security, Pension plans and other retirement savings accounts. Fast forward to present day and you will see one of those legs has been broken […]

Continue reading
20Aug 2019

Written by Dan Mules, CPA Many people plan to work to some degree during retirement. Perhaps because they want or need the income to cover expenses or maybe they just want to keep active and social. Many view retirement as an opportunity to explore new areas of interest or fulfill a burning sense of purpose. […]

Continue reading