Economic Update September 2019

Economic Update September 2019

Book Your Free Financial Assessment In this month’s video, Christian Vivas will discuss some of the major headlines that influenced markets in September. He will also provide insight into what these developments could mean for you as an investor. Book a Free Finanical...

Ingredients for a Financial A-Team

  Are you used to trusting a financial advisor with all your retirement planning? It takes much more than that to devise a great retirement plan. You’ll need a financial A-Team to carve the perfect retirement plan so you can enjoy the blissful years and live the...

Taxes: How Did We Get Here?

  Can you count all the taxes you pay on one hand? How about two? As Americans, we are deluged in taxes, including on our income, investments, gifts, and everything in between. Of course, we weren’t hit with them all at once. When America was first established,...

Top Three Retirement Challenges

  Retirement is like fog. The further you are the harder it is to see it. But, like fog, it creeps up on you. The last thing you’ll want to do is be underprepared. Retirement is meant to be blissful and full of new achievements. Yet so many retirees are stuck...
What’s In Your 403(b)?

What’s In Your 403(b)?

What’s In Your 403(b)? Do you work for a non-profit organization, school system, government, or religious sector? Then you probably have a retirement plan established under Section 403(b) of the Internal Revenue Code. This section exempts these employers from...