By Elliot Palabe, CFP® Introduction As tax season approaches, understanding the current rules—and how they differ from prior…
Category Archives: Blog
Your 2026 Planning Guide: What’s on the Horizon
2025-12-16T02:36:20+0000
By Elliot Palabe, CFP® Introduction As we close out 2025, now is the time to look ahead and…
Smart Moves for Year-End Tax Planning
2025-11-11T20:09:56+0000
By Elliot Palabe, CFP® Introduction As the calendar year winds down, it’s an ideal time to take stock…
Why Slow and Steady Wins: The Case for Boring Investments
2025-09-23T13:23:03+0000
By Elliot Palabe, CFP® Introduction In today’s fast-paced, headline-driven world, it’s tempting to chase the latest “hot” investment trend or…
The Number One Cause of Running Out of Money in Retirement: Sequencing of Returns
2025-08-18T21:13:03+0000
By Elliot Palabe, CFP® Introduction Retirees often focus on achieving a certain average annual return in their portfolios. However, the…
The Big Beautiful Bill: How Will it Affect You?
2025-07-11T16:25:02+0000
By Elliot Palabe, CFP® The signing of the One Big Beautiful Bill Act (OBBBA), often called the “Big Beautiful…
Catch-Up Strategies for Business Owners’ Retirement
2025-06-09T14:27:43+0000
By Chris Palabe, CFS®, AIF® As retirement approaches, business owners have powerful tools and strategies at their disposal to “catch…
Market Volatility: A Reality Check for the Long-Term Investor
2025-04-01T21:25:47+0000
By Chris Palabe, CFS®, AIF® Market ups and downs are a normal part of investing, but that doesn’t make them…
The Real Cost of DIY Investing
2025-03-11T00:30:09+0000
By Chris Palabe, CFS®, AIF® DIY (Do It Yourself) investing has given investors the ability to invest on their own….
