Edward R. Jastrem
CFP®, ChFC®, CMFS, CLTC®, CRPC®, AWMA®, MS
Patti B. Black
CFP®, CSA®
Savant
Learn how to choose a financial advisor and the key characteristics of a good financial advisor to help you make financial decisions.
People are living longer, which makes planning for long-term care an increasingly important part of a comprehensive financial strategy. The cost of care, whether at home, in assisted living, or in a nursing facility, can be significant and can place pressure on even well-constructed retirement plans. In this educational on-demand webinar, managing partner and financial […]
Market swings can feel unsettling. Learn why short-term market moves can be unpredictable and why discipline matters.
Savant
Explore strategies for managing a large sum of money, including tax planning, investment decisions, and long-term financial planning.
Savant
Learn key investment risk tolerance questions, how to evaluate investment philosophy, and what to consider when choosing a financial advisor.
Navigate divorce financial planning with clarity. Learn what to do financially after divorce, manage assets, and rethink your financial future.
Savant
Learn key strategies for planning for a liquidity event, including tax planning, business exit planning, investment decisions, and wealth transfer considerations.
What should 401(k) plan sponsors be reviewing this summer? Explore key compliance deadlines, participant eligibility changes, and plan design considerations.
Learn practical ways retirement plan sponsors can encourage participant engagement and help support consistent saving habits during the summer months.
The widow’s tax penalty can hit either surviving spouse with a higher tax burden. Understand the impact and explore strategies to protect your finances.
Q2 markets showed resilience amid geopolitical tensions, inflation concerns, AI enthusiasm, and shifting rates, rewarding disciplined investors.
SpaceX’s staggered lockup gives employees six selling decisions instead of one. Here’s how to think through each window and potentially coordinate them as one diversification strategy.
