Podcast Episode 36: Does Refinancing Your Mortgage Make Sense

Jarrett B. Topel | Podcast Link

In this episode we discuss the pros and cons of refinancing

Podcast Episode 35: The Three Legged Stool

Gavin L. DiStasi | Podcast Link

In this episode we discuss the retirement planning concept of the Three Legged Stool

Trading Securities – Going Beyond a Simple Buy or Sell Order

Jarrett B. Topel | Blog Link

When it comes to buying and selling securities most people assume that there is really just one way to do so.  You can click “buy” or click... Read More »

Podcast Episode 34: The Secure Act

Jarrett B. Topel | Podcast Link

In this episode we discuss the provisions of The Secure Act

Per Capita vs. Per Stirpes

Gavin L. DiStasi | Blog Link

Much has been written on this blog and in other financial publications, about the importance of beneficiary designations in retirement... Read More »

Podcast Episode 33: The Charles Schwab - TD Ameritrade Merger

Gavin L. DiStasi | Podcast Link

In this episode we discuss the recently announced merger of Charles Schwab and TD Ameritrade

New Year’s Financial Resolutions

Jarrett B. Topel | Blog Link

As we close out 2019 and get ready for a fresh start in 2020, it is time, once again, to talk about New Year’s resolutions.  Despite the... Read More »

Pages