By Matthew Gaude & Shawn McGuire One of the most common questions we get as financial advisors is Am I saving enough for retirement? Thanks
This Is How Social Security Could Change Under The Democratic Presidential Candidates
By Matthew Gaude & Shawn McGuire During this election cycle, expanding Social Security is on the minds of all three front-running democratic
What Are The Tax Proposals Of The Democratic Presidential Candidates Elizabeth Warren & Joe Biden?
By Matthew Gaude & Shawn McGuire Although we’re a year away from the next presidential election, the campaigning has already been going on long
Year-End Tax Planning
By Matthew Gaude & Shawn McGuire This may be hard to believe, but there are only 2 months left in 2019! Although you might be just trying to
What Do You Need To Know About Facebook’s Libra Currency?
By Matthew Gaude & Shawn McGuire Back in 2017, Bitcoin burst onto the scene and had everyone in an uproar. While the buzz has died down, it is
What To Do The Day You Turn 62
By Matthew Gaude & Shawn McGuire There are many natural milestones we reach as we go through life, everything from graduating high school and
How Likely Is A Recession?
By Matthew Gaude & Shawn McGuire It’s coming. At least that’s what the headlines keep telling us about the next recession. We’ve been fortunate
What Does The Trade War With China Mean For Your Finances?
By Matthew Gaude & Shawn McGuire History shows us that our markets go through cycles and inflation increases at a steady rate. But sometimes
Tax Efficiency: 4 Ways To Save Money On Your Taxes
By Matthew Gaude & Shawn McGuire Benjamin Franklin may have declared that “nothing is certain except death and taxes,” but that doesn’t mean