Say Goodbye to the Restricted Application for Spousal Benefits

Gavin L. DiStasi | Blog Link

2019 marks the last year people can take advantage of a Social Security rule that will soon be phased out. That rule is called filing a... Read More »

Podcast Episode 24: College V Retirement

Gavin L. DiStasi | Podcast Link

In this episode we discuss the choice between saving for college or saving for retirement.

Charitable Giving Basics

Jarrett B. Topel | Blog Link

We have been getting more and more questions regarding charitable giving strategies reently, so I thought it might be helpful to put... Read More »

Podcast Episode 23: Information Overload

Jarrett B. Topel | Podcast Link

In this episode we discuss information overload and how it is killing the average investor's returns

Preparing for an Amicable Divorce

Gavin L. DiStasi | Blog Link

No one goes into their marriage thinking there’s a 50% chance they will get divorced, but the fact is that almost half of all marriages do... Read More »

Five Most Common Investing Mistakes

Jarrett B. Topel | Blog Link

As part of the financial industry for the past twenty-plus years I have seen a lot of things.  Drawing on that experience, I thought it... Read More »

Podcast Episode 22: Stop And Smell The Roses

Gavin L. DiStasi | Podcast Link

In this episode we discuss living for today versus planning for tomorrow

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