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Are you contemplating retirement? Are you wondering when you can retire? In the most recent episode of The Field Guide Podcast, Brian Colvert, CFP® of Bonfire Financial, dives into the complexities of retirement planning…
iTunes | Spotify | iHeartRadio | Amazon Music | Castbox Decoding Bitcoin with Gerry Signorelli We often get asked what is Bitcoin all about by our clients, and for good reason. The landscape of…
SMART TAX PLANNING IN RETIREMENT Effective planning for taxes in retirement is paramount for retirees looking to maximize their financial security. Understanding the complexities of how different income sources are taxed can empower you…
The landscape of retirement savings is complex, particularly for United Airlines pilots who face unique choices with their 401k in planning their financial future. The recent introduction of the Market-Based Cash Balance Plan (MBCBP)…
THE ULTIMATE LIFE HACK: THE WHAT, WHY AND HOW OF A FINANCIAL PLAN There seems to be a life hack for everything out there these days. Aluminum foil in the dishwasher for extra shiny…
United Pilot Plan Updates: Understanding the Cash Balance Plan The introduction of the Market Based Cash Balance Plan (MBCBP) has piqued the interest of many United pilots. As a CERTIFIED FINANCIAL PLANNER™, I’ve had…
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Recent Posts
b For high-net-worth individuals, wealth offers a sense of freedom, security, and choice. But with greater assets comes greater risk. While insurance is often seen as a check-the-box necessity, the truth is that many…
Market downturns can be nerve-wracking. When stocks dip, it’s easy to feel like you should hit pause on any big financial moves. But what if a downturn was actually an opportunity? If you’ve been…
