Contact us for a course brochure, as there are several dates in March the course will be taught.
Blog
Municipal Bond Default Fears Inflated
by Kevin Kroskey, CFP, MBA (As seen in the Bath Country Journal) News coverage on state and municipal economic issues has been prevalent over the past few months with some calling for unprecedented levels of defaults on municipal debt and … Continue reading
Goodyear Retirement Workshop
It has been brought to our attention by several firm clients who work at Goodyear that as of April 1, 2011 restrictions on the lump sum payout option will go into effect for an unknown period of time until the … Continue reading
The Problem With Bond Mutual Funds
by Kevin Kroskey, CFP, MBA (As seen in the Bath Country Journal) A retiree looking to draw income from a portfolio faces a challenging task today. Thirty years ago interest rates were in the double digits. Today interest rates are … Continue reading
The Case for Rational Optimism
by Kevin Kroskey, CFP, MBA Presenting the Case for Rational Optimism Over the next year, I’ll be writing a monthly column of financial planning related articles for the Bath Country Journal. I have many topics and strategies that I’m looking … Continue reading