Ahead Of The Curve Blog

By Mark Colgan, CFP® Most commonly, life insurance is utilized as a safety net against financial hardship. In the event of an expected or unexpected death or disability, you do...

By Mark Colgan, CFP® You’ve probably heard some variation of this question many times: “On a scale of 1 to 10, how much risk are you comfortable taking with your...

By Mark Colgan, CFP® With the recent trend of government spending, many people are becoming concerned about inflation. They ask not just with curiosity but with fear that the purchasing...

By Mark Colgan, CFP® In the financial services world, the level of service a client may receive from one financial advisor to the next can be worlds apart. This fact...

By Mark Colgan, CFP® Corporate executives have very distinct financial planning and retirement challenges. They are high earners, but their unique compensation and investment packages often require the use of...

It’s that holly jolly time of year again, but it will look a bit different this year. Large holiday parties will be replaced by small, socially distanced, mask-wearing get-togethers with...

COVID-19 has upended everything we know. The plans we had for our lives and our families are in limbo, but there is one thing we can control, and that’s having...

By Mark Colgan, CFP® There is perhaps nothing more frustrating than developing a plan, only to have an unexpected event unravel it. But unfortunately, this is life. As much as...