By Matthew Gaude & Shawn McGuire As the bond markets entered November, we have seen an extraordinary decline in interest rates, over 100 basis
Ready to Retire in 2025? Your 14-Step Countdown Checklist for a Smooth Transition
By Shawn McGuire & Matthew Gaude Are you gearing up for retirement? It’s the homestretch—when the kids have flown the coop, your mortgage is
Celebrating Our Blessings This Thanksgiving
By Matthew Gaude & Shawn McGuire As crazy as it is to believe, Thanksgiving is right around the corner. As the year begins to wind down, we at
Interest Rate Update
By Shawn McGuire & Matthew Gaude This is the headline from CNBC on November 1st, after the Federal Reserve meeting. Following their
SECURE 2.0 Act Changes: Opportunities to Build Your Retirement
By Matthew Gaude & Shawn McGuire There are plenty of changes coming with the gradual implementation of the SECURE 2.0 Act which could enable
How a Backdoor Roth IRA Can Help You Grow Tax-Free Wealth
By Matthew Gaude & Shawn McGuire Benjamin Franklin is quoted as saying there is nothing certain in this world other than death and taxes. He