Blog

February 10, 2023 - Well, happy Friday! It's time for another Finance Friday. Today we're going to be talking about the difference between a Roth and a Traditional IRA or 401(k), and which one you might want to be using for retirement savings. So, here we go.   So, to start simply on this question, because there is a lot of subtle nuance to it, I just want to start by saying the main difference is the...

February 3, 2023 -   As a High-net-worth individual, you may have spent your career building their assets, making wise investments, and having the agility to adapt to a changing marketplace. The funds you have built have gone a long way toward creating a comfortable way of life. However, with sudden changes and volatility in the market, your hard work can disappear in seconds if you aren’t careful.  With the market’s current and future uncertainty, many...

February 3, 2023 - In This Video, Andy offers his first tip that retirees can use to help ensure they don't run out of money during their retirement.

January 27, 2023 - Should I Stay Invested if a Recession is Coming? In this short video, Andy Stolz, CFA discusses thoughts on how investors should think about their portfolios when a potential recession is in the future.

January 20, 2023 - How Much Can I Contribute to My 401(k) in 2023? Watch this short video by Andy Stolz, CFA for an update on the new maximum contribution amounts.

January 13, 2023 -   Retirement is a major topic of discussion for people in the workforce. They have their eyes set on when they can comfortably retire and spend their golden years enjoying the time away from their daily grind. However, ensuring you have enough money saved for your end goal is something that you need to consider throughout your career. So — when is the best time to start planning for retirement, and...

December 13, 2022 -   Divorces are rarely an event that leaves either side unscathed. Both parties are in a state of emotional turmoil, their financial situation is in flux, and their possessions are currently in limbo as the lawyers figure out how the property will be divided. As you continue to navigate this difficult transition, certain realities for high-income individuals come to the forefront. They start figuring out how their divorce will impact their...

October 27, 2022 -   Planning for what happens after you die can be an intimidating task. No one wants to think about what happens after they’re gone, but the longer you go without writing out your will, the more difficult it becomes for your surviving family to sort it out. Having a concrete plan for your estate can help make life easier for those you leave behind, but you don’t want to develop one...

September 2, 2022 - A very common asset that gets divided in a divorce are retirement accounts, which can be defined benefit plans, 401(k)'s, 403(b)'s, IRA's, etc. In this Video, Dave Stolz, CPA, CDFA®, outlines some common questions regarding the division of these types of assets during Divorce.

August 30, 2022 - Going through a divorce can be a difficult time, and it is difficult to know where to look for advice. There are a lot of certifications out there that can make someone seem like an "expert" in a topic that can be obtained over a weekend.  Being an expert isn't about having the correct designation or letters after your name, it's about having experience with people in your situation. 

August 19, 2022 -   Whenever someone passes away, they leave behind a legacy for their surviving friends and loved ones to remember them by. Part of this process includes whatever earthly possessions — their estate — that get divided among their heirs according to a will. However, if you have not set one up, your family members will have a very difficult time getting your affairs in order. That’s where a financial advisor with...

August 10, 2022 - The start of 2022 has been a tough time for investors.  With an official bear market occuring and two consecutive quarters of GDP contraction (typically referred to as a recession), investors can easily become discouraged.  We believe that there are certainn things investors should be focused on at the moment - Join Andy Stolz, CFA, as he gives some tips for the 2nd half of 2022.     Video Transcript... Well, it's 3:24 AM which...

August 8, 2022 - Dave Stolz is interviewed by Billie Tarascio on The Modern Divorce Podcast to talk about splitting the assets in a divorce.

July 26, 2022 -   Taking steps to begin planning for your retirement and making decisions for your future can feel intimidating. Figuring out the best way to save money for when you eventually leave the workforce can present you with a wealth of crucial choices you need to settle on before you can begin preparations. For careers offering pension plans, you have to sift through multiple options to find the right one for your...