Understanding Investor Protections
Recent headlines surrounding bank failures may have you wondering: How safe are my investments? How does FDIC insurance work with my investment accounts? What happens if my custodian – Fidelity, BNY Mellon / Pershing, Schwab, TD Ameritrade – becomes insolvent … Continue reading
Top 5 To-Do’s Before You Retire
Getting to the point where you finally decide to retire is one thing, but trying to ride off into the sunset can be an exceptionally tall task. Hear Tyler Emrick, CFA®, CFP®, talk through his five must-do items to help you feel confident about cutting the paycheck cord. Continue reading
2023 Investment Expectations
Having reasonable assumptions for investment returns is critically important for many reasons. These assumptions will impact the success of your retirement plan, portfolio decisions, and peace of mind to name a few. Continue reading
How Much Is the Right Amount Of Cash?
Coming off a year with unprecedented interest rate hikes, everywhere you turn there is an advertisement for yields on CDs or other types of savings accounts. Clients are asking whether they should consider using these products, and if so, to what extent. Continue reading
Nearing Retirement But Facing Potential Layoff?
Listen as Tyler Emrick, CFA®, CFP®, talks through what industries are getting hit the hardest and what you can do now to help protect your retirement in the face of job insecurity. Continue reading
Reconsidering Bitcoin
I wrote the article below in December 2017. With wild price swings, peak-to-trough losses of -70%+ in bitcoin (and more in other digital currencies), major bankruptcies, and seeming frauds in the crypto space, I thought a look back may be … Continue reading
What are Retirees Doing After Poor Market Returns in 2022
Listen as Tyler Emrick, CFP, CFA, shares his clients’ stories to uncover their questions and how they plan to navigate the challenges posed by the current market and economic landscape. Continue reading
Plans To Prosper Partners With True Wealth
Plans To Prosper (P2P), located in Wexford, PA, has partnered with True Wealth Design, effective December 30, 2022. Our firms share a commitment to supporting clients in reaching their financial goals through comprehensive and well-integrated financial planning, investment management, and … Continue reading
Secure Act 2.0: Key Impacts on Your Retirement Planning
The much anticipated SECURE Act 2.0 recently passed Congress, and while no single change made in this act will have the same level of effect on your retirement planning as some changes made in the original SECURE Act, there are far more provisions in this act that may impact your planning. Continue reading
Estimated Tax Payment Reminder
This is a friendly reminder that your quarterly estimated tax payments are due by… Continue reading
