By Matthew Gaude & Shawn McGuire There are many milestones in life and turning 59½ is one to be celebrated. First off, it’s great that you’re
How Does The Recent Passing Of The Secure Act Bill Affect 401(k) Participants And Investors?
By Matthew Gaude & Shawn McGuire Are you afraid of outliving your money in retirement? If you said yes, you’re not alone. Running out of money
Love And Money: Financial Planning Considerations For Couples
By Matthew Gaude & Shawn McGuire Have you lost count of how many times you’ve fought with your significant other about money? It probably comes
How To Prepare For An Unexpected Death
By Matthew Gaude & Shawn McGuire Talking about death is oftentimes a very sad and uncomfortable topic to dig into. Think about it. Who wants to
First Quarter 2019 Market and Economic Review & Strategy Update
We'll be reviewing where the market stands after the first quarter of this year, as well as our insights on topics including: Stock
What Is Modern Monetary Theory?
By Matthew Gaude & Shawn McGuire How are you going to pay for it? That’s the question everyone asks when politicians propose things like
Charitable Giving Under The New Tax Law
By Matthew Gaude & Shawn McGuire Last year, the Tax Cuts & Jobs Act was all anyone could talk about. There was plenty of speculation about
Your 2019 Social Security Benefit Guide
By Matthew Gaude & Shawn McGuire About one in six Americans are currently receiving Social Security benefits, most of them retirees. Born out
If I Could Only Teach One Financial Lesson
By Matthew Gaude & Shawn McGuire After almost two decades in the financial services industry, we’ve come across many pieces of sound financial