By Matthew Gaude & Shawn McGuire Does your employer offer both Traditional 401(k) and Roth 401(k) options? Are you confused about which one may
What Should You Do When You Turn 59 ½?
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
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
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
How To Prepare For Tax Season
By Matthew Gaude & Shawn McGuire If you had to choose, would you rather file your taxes or go without your phone for a week? At this point, you