Posts by Rob Stoll, CFP®, CFA Financial Advisor & Chief Financial Officer
Health Insurance Options for Early Retirement
Health insurance can be your biggest expense when you retire early. Knowing the cost of all your health insurance options for early retirement is essential in helping stretch your retirement savings. We cover the most common health insurance coverage options when you early retire and give you the pros and cons of each of them.
Read MoreFDS Comment on Silicon Valley Bank Failure
The Silicon Valley Bank failure is all over the news. In this article, Rob shares what we see as advisors and how we are protecting clients.
Read MoreIs Deferred Compensation a Good Idea?
Is deferred compensation a good idea? We look at the pros and cons along with some frequently asked questions to help you decide.
Read MoreRetirement Changes in SECURE Act 2.0
The SECURE Act 2.0 has many new rules for people in retirement and those saving for retirement. In this post, we discuss all the retirement changes in SECURE Act 2.0 and help you understand some of the confusing new rules Congress put into the bill.
Read More2022 Was Tough, Will 2023 Be Better for Investors?
Will 2023 be better for investors? They just suffered one of the worst investment years ever in 2022. There are reasons for hope in certain parts of the stock and bond market. We give our thoughts on the chances of a recession and path of interest rates in this opening post of 2023.
Read MoreDonating Appreciated Stock: Save On Taxes & Help Those In Need
Have a company stock that’s increasing in value? Learn how donating appreciated stock can help those in need AND decrease your taxes due. It’s a great year-end planning strategy for corporate executives who have a lot of company stock.
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