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By Matthew Gaude & Shawn McGuire Are you looking for ways to save money on your taxes? Tax-planning strategies can be the key to maximizing

By Matthew Gaude & Shawn McGuire Tax season is here. It can be a stressful time as you work to get your financial ducks in a row. The good

By Matthew Gaude & Shawn McGuire On December 29th, 2022, President Biden signed the second iteration of the sweeping retirement act, SECURE Act

By Matthew Gaude & Shawn McGuire 2022 is now history. Good riddance. With the turn of the calendar to a new year, this time of year always

The Federal Reserve doesn’t want to crash the economy…  That was Chairman Jerome Powell’s last message prior to the December 13th &

By Matthew Gaude & Shawn McGuire Thinking about retirement should be exciting and stress-free. But unfortunately, a necessary evil in planning

“Explosive,” “shock,” and “relief” are some of the adjectives being used to describe the historically massive moves on Thursday as stocks

By Matthew Gaude & Shawn McGuire If you’re eligible for Medicare, you’ve likely received a barrage of notifications about open enrollment.

By Matthew Gaude & Shawn McGuire This year has been challenging for many. With record levels of inflation and extreme market volatility, it