By Matthew Gaude & Shawn McGuire How are you going to pay for it? That’s the question everyone asks when politicians propose things like
Charitable Giving Under The New Tax Law
By Matthew Gaude & Shawn McGuire Last year, the Tax Cuts & Jobs Act was all anyone could talk about. There was plenty of speculation about
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
How Might The Market Behave In 2019?
By Matthew Gaude & Shawn McGuire With 2018 in the rear-view mirror, what can we expect the behavior of the markets to be in 2019? Should the
How To Catch Up For Retirement In A Hurry
By Matthew Gaude & Shawn McGuire Are you confident about your retirement prospects, or does a review of your savings leave you feeling anxious?
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What Is A Fiduciary And Why Is It Important?
By Matthew Gaude & Shawn McGuire Does your financial advisor have a hidden agenda? You might assume that if you work with a financial advisor,