By Matthew Gaude & Shawn McGuire When estate planning comes to mind, you probably don’t think of drafting documents for your young adult
4 Tips To Take Full Advantage Of Your Employee Benefits Open Enrollment Period
By Matthew Gaude & Shawn McGuire While we’ve always known the importance of having healthcare coverage, 2020 is driving that point home in a
Personal IRA Vs. Employer-Sponsored Retirement Plans
By Matthew Gaude & Shawn McGuire If you want to save for retirement, you have a plethora of options for how to build up a nest egg. The problem
An Early Look At Biden’s Tax Plans
By Matthew Gaude & Shawn McGuire Truth be told, there’s never an ideal time for an economic crisis, but experiencing a global pandemic and the
Updates To The Rollover Rules Of The CARES Act
By Matthew Gaude & Shawn McGuire Back in March, in response to the economic challenges of the COVID-19 pandemic, the government provided a $2
Are You Taking Advantage Of The Saver’s Credit?
By Matthew Gaude & Shawn McGuire When it comes to finances, there are two things many of us have heard over and over: save for retirement and
Important Documents You Need To Have And/Or Update
By Matthew Gaude & Shawn McGuire Having clear directions and legal documents in place for when you pass is one of the most loving acts you can
What is the #1 Question We are Being Asked Right Now and Biggest Concern Among Investors?
“The Markets Makes No Sense” and “Are the Markets Ignoring Reality”? The title to this article is likely the most repeated phrase you have
The Importance of Dollar Cost Averaging In Today’s Current Markets
By Matthew Gaude & Shawn McGuire The last couple of months have been a difficult time for stock market investors. After reaching record highs