May 31, 2022 - By Frank Corrado, CPA, CFP®, RLP As average life expectancy has increased over time, so too has the importance for retirees to ensure that they have sufficient income or cash flow to cover their needs throughout what could be a
Kevin Talty
Pay Yourself First
May 31, 2022 - By Frank Corrado, CPA, CFP®, RLP. Many parents are intent on saving for their children’s education. The recent market downturn has reduced retirement saving balances and has resurrected an often asked question, “Should I be saving
The Trust Equation
May 25, 2022 - By Frank Corrado, CPA, CFP®, RLP. Trust is essential in a client’s relationship with their financial advisor. Being trustworthy is routinely mentioned as the most critical factor in the relationship. Yet, those working in the
What the Fed’s Interest-Rate Increase Means for You.
May 25, 2022 - By Frank Corrado, CPA, CFP®, RLP. The Federal Reserve has recently raised its short-term benchmark interest rate by a half-percentage point (between 0.75% and 1), the sharpest increase since 2000. Even though widely
Five Common Behavioral Biases That Lead to Bad Decisions!
May 18, 2022 - By Frank Corrado, CPA, CFP®, RLP. Investing one's hard-earned money can be very stressful, especially in our current environment of volatility and constant media attention. To make matters worse, Behavioral Finance is a field of
What is a Roth Conversion, and why are they becoming so popular?
May 18, 2022 - By Frank Corrado, CPA, CFP®, RLP. When and why you might consider a strategic Roth conversion. A Roth IRA conversion allows you to turn a traditional IRA or 401(k) into a Roth. The value of the assets converted will draw tax,
Can Tax-Loss Harvesting Improve Your Investing Returns?
May 10, 2022 - By Frank Corrado, CPA, CFP®, RLP. The recent sell-off in the capital markets has left investors with unrealized capital losses in their portfolios. While no one goes into an investment to lose money, part of having a
Hidden Superpowers – Part II
By Frank Corrado, CPA, CFP®, RLP May 10, 2022 - In Part I, we shared with you five of the specific traits and abilities within us that we either take for granted, underestimate, or misuse when building financial strength. Once understood, these
Hidden Superpowers – Part I
By Frank Corrado, CPA, CFP®, RLP April 27, 2022 - Within each of us are specific traits and abilities that we either take for granted, underestimate, or misuse when building financial strength. Once understood, these “Hidden Superpowers” can carry
Should I Invest in Individual Bonds or Bond Funds?
April 27, 2022 - Given the performance of the bond funds in 2022, it's a good question! First, let me outline a couple of key principles of the markets in fixed income securities, also referred to as the bond market. A bond is a fixed-income
