Blog | Personal Finance

Samuel Gaeta | Oct 14, 2020

Possible Relief from the Lingering Pandemic of 2020

Personal Finance, Pandemic Government, Aid, debt, Financial Planning, Coronavirus, 401k, Unemployment, qualified accounts, Income, CARES Act, Cash Flow

When planning how to finance a large purchase before age 59-½, it is common to consider...

Samuel Gaeta | Sep 21, 2020

Personal Finance, debt, Investments, Unemployment, Economy, Federal Reserve, Inflation, The Fed, Investing

Key Takeaways The Fed recently changed its inflation-targeting stance, a move that may...

Samuel Gaeta | Jul 16, 2020

Personal Finance, Financial Planning, Taxes, CARES Act

The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) provides a recovery...

Samuel Gaeta | Jul 06, 2020

Personal Finance, Separation, debt, Financial Planning, Social Security, Education, Investments, Divorce, QDRO, Taxes, 401k, Estate Planning, qualified accounts, Retirement, insurance., assets, Investing, Cash Flow

Relationships, whether they are marriages or partnerships, begin mentally and emotionally...

Defined Financial Planning | Mar 23, 2020

Personal Finance, Advisors, Fees, Education, Investments, Commissions

By far, this is the question we as advisors get asked most often by prospective clients. A...