Risky Business

Jarrett B. Topel | Blog Link

When learning about investments and investing, it’s inevitable that one of the common words you will run into is “risk.”  At first glance,…

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Gavin L. DiStasi | Blog Link

As we close out yet another year, and reflect on the rollercoaster ride that has been 2022, we are filled with one overriding…

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Episode 69: Start Off The New Year Right

Jarrett B. Topel | Podcast link

In this episode we discuss financial strategies for the new year

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Episode 68: Traditional 401(K) Or Roth 401(K)

Gavin L. DiStasi | Podcast link

In this episode we discuss the choice between the Traditional 401(K) and the Roth 401(K)

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Retirement Plan Limits & Federal Tax-Bracket Changes for 2023

Jarrett B. Topel | Blog Link

As we wrap up another year, it is time, once again, to turn our thoughts to taxes and tax-planning for the coming year. …

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Update on the TD Ameritrade/Charles Schwab Merger

Gavin L. DiStasi | Blog Link

Since it was announced back in November 2019, the merger between TD Ameritrade and Charles Schwab has been moving steadily forward, mostly behind…

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Episode 67: Beneficiary Blunders

Jarrett B. Topel | Podcast link

In this episode we discuss the importance of beneficiary designations

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