Posts by angelicacomahig
What’s The Difference Between a Mutual Fund and an ETF?
When you look at your investment portfolio, you may find a few things: mutual funds, exchange traded fund (ETFs) and quite a few others. If you’re deeply involved in retirement…
Read MoreAssisted Living Alternatives
Continuous care retirement communities (CCRC) are a very popular option for many people considering long-term care. However, today we want to discuss an alternative option that may be better for…
Read MoreHow to Protect Against Cyber Attacks
Cyber security is of the utmost importance. At our firm, we work diligently to protect against cyber-attacks and prevent our client’s data from being stolen in the process. We recently…
Read More5 Retirement Planning Questions
Even when you’re a week away from retirement, there’s a good chance that you’ll have a lot of questions left. Retirement planning is evolving, and if you want to secure…
Read MoreInvestment Portfolio Strategy
Risk is a major concern for people nearing and in retirement. When you’re younger, you can withstand higher risk, and you have time for the economy to correct itself even…
Read MoreWhat is Legacy Planning?
Retirement planning is at the forefront of many people’s minds when they near retirement. You’ve worked diligently to save for retirement, and the big payoff is finally nearby. However, you…
Read MoreWhat’s the Best Diet for Digestive Health?
Digestive health is crucial to maintaining your overall health. While we mainly focus on retirement planning and how to secure your retirement, today, we’re going to be talking to a…
Read MoreRetirement Strategies
Retirement requires unique strategies to help you live the lifestyle you want when you retire. Since every firm is set up differently, it’s crucial to understand the differences between retirement…
Read MoreNew Tax Laws 2022
A new year brings a variety of new tax laws to concern yourself with. For anyone working on their retirement planning or in retirement, it’s crucial to keep on top…
Read MoreEconomy Forecast for 2022
In our most recent podcast, we were able to sit down with economist Andrew Opdyke to discuss what to expect in the economy in 2022. If you want to listen…
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