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Beyond the Basics: Estate Planning Mistakes Part 3 Fri, Oct 25, 2024 Beyond the Basics: Estate Planning Mistakes Part 3: Real life examples of what not to do. Read More

By Michael T. Koenig, CFP®, J.M.

Beyond the Basics: Estate Planning Mistakes Part 2 Tue, Oct 15, 2024 Beyond the Basics: Estate Planning Mistakes Part 2: Real life examples of what not to do. Read More

By Michael T. Koenig, CFP®, J.M.

The 6% commission on buying or selling a home is gone after Realtors association agrees to seismic settlement Fri, Mar 15, 2024 The 6% commission, a standard in home purchase transactions, is no more. In a sweeping move expected to dramatically reduce the cost of buying and selling a home, the National Association of Realtors announced Friday a settlement with groups of ho... Read More

By David Goldman and Anna Bahney, CNN

How will Social Security impact your future? As seen at AARP online Thu, Oct 19, 2023 Whether you’re concerned about paying bills or expect to live comfortably during retirement, AARP’s Social Security Resource Center provides answers and guidance to help you make the best choices for your situation. Read More

By AARP Online Magazine

Investors First PodCast with Phil Hayes, Berman Hopkins: Everything Everywhere All At Once w/ The ESOP Guy Thu, Oct 05, 2023 On October 5, 2023 we host Phil Hayes, The ESOP Guy, where we speak about how Phil went from banker to Managing Partner of a large regional accounting firm (as a non-CPA) to now becoming an expert in ESOP’s. Read More

The Investors First PodCast: NewEdge Wealth’s Cameron Dawson on the State of the Markets Thu, Aug 03, 2023 The Investors First PodCast on August 3, 2023: NewEdge Wealth’s Cameron Dawson on the State of the Markets co-hosted by Chris Cannon, CFA and Colby Donvan, CFA Read More

Quit Using 401(k) Financial Jargon, Once and For All Wed, Jun 28, 2023 ...........The damage an overreliance on financial jargon can do to participant confidence and, by extension, the advisor’s business is well-documented. Still, a new survey brings it (yet again) into stark relief. It might make the advisor sound smar... Read More

By John Sullivan

Are Roth IRAs Really as Great as They’re Cracked Up to Be? Thu, May 18, 2023 ".......In reality, the Roth is just another tax strategy with pros and cons like all the others. If you choose to save your retirement dollars in a Roth IRA or Roth 401(k) instead of a traditional IRA or 401(k), you will be giving up some tax breaks... Read More

By Edward F. Downey as seen at Kiplinger.com

The Investors First Podcast: Jan van Eck, VanEck: Back to School, A Lesson in Financial History Presented by CFA Society Orlando Thu, May 04, 2023 FirsTrust's CIO, Chris Cannon, co-hosts the CFA Society Orlando Investors First Podcast: Jan van Eck: Back to School, a Lesson in Financial History. Read More

Are Roth IRAs Really as Great as They’re Cracked Up to Be? by Edward F. Downey in Kiplinger Fri, Apr 28, 2023 While a Roth IRA is an excellent tax strategy, that doesn’t mean you should underestimate the benefits of a traditional tax-deferred retirement account. Read More

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