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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Mutual Funds vs. Exchange Traded Funds

Jarrett B. Topel | Blog Link

The open-end mutual fund first debuted in the United States in 1924, with the introduction of the Massachusetts Investors Trust.  However, with the…

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Episode 66: Bear Market Territory

Gavin L. DiStasi | Podcast link

In this episode we discuss the market’s recent dip into bear market territory

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Why We Do This

Gavin L. DiStasi | Blog Link

“Life moves pretty fast. If you don’t stop and look around once in a while you could miss it”. – Ferris Bueller When…

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