Posted on January 15, 2021
The Top 5 Financial Planning Challenges For Executives
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...
Posted on December 7, 2020
Reducing Your Tax Burden Before the End Of The Year
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...
Posted on November 30, 2020
COVID Underscores Need For Estate Planning
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...
Posted on November 4, 2020
Are You “Ahead Of The Curve” When Life Throws You Changes?
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...