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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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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