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The Inflation Challenge: Why CDs Alone Aren’t Enough for a Secure Retirement

Written By Christopher Price Planning for a comfortable and worry-free retirement is a goal we all share. We have not seen CDs this high in years, so many investors consider Certificates of Deposit (CDs) as a...

March 27, 2025

Saving VS. Investing: Know the Difference

Written by Christopher Price In the realm of personal finance, two fundamental concepts play a pivotal role in achieving financial security and prosperity: saving and investing. While often used interchangeably, these terms represent distinct strategies with...

February 20, 2025

The Four Ways to Invest In A Retirement Account

Written by Christopher Price Retirement accounts have gotten so popular these days that everyone assumes they should know how to invest in them. But it is not that simple, and the rules consistently change. Today we...

January 15, 2025

Mastering Your Finances

A Comprehensive 7-Step Guide to Setting Financial Goals for the New Year, Including Investing Strategies Written by Christopher Price As we embark on a new year, now is the opportune time to reflect on your financial journey...

December 11, 2024

A Professional Manager’s Investment Approach and Philosophy

Written by Christopher Price Have you ever wondered how a professional money manager develops an investment approach and an investment Philosophy for each client? Our investment philosophy is grounded in a set of core principles that...

November 12, 2024

Know Your Advisor

Written by Christopher Price Understanding Financial Advisors Credentials and Qualifications Financial advisors play a crucial role in helping individuals navigate their financial futures. However, the landscape of financial advising is dotted with various credentials and qualifications...

October 3, 2024

cropped view of shocked man and woman holding lottery tickets

Winning the Lotto – What is next?

Written by Christopher Price Winning the lottery is a dream come true, opening the doors to unparalleled opportunities and financial freedom. However, this sudden windfall can also bring challenges and complexities that require careful management. As...

August 6, 2024

Investment management. Portfolio diversification.

The Importance of Diversification in Financial Planning and Investing

Written by Christopher Price Introduction to Diversification Diversification is a cornerstone of prudent investing and financial planning. By spreading investments across a variety of assets, investors can reduce risk and improve potential returns. This fundamental strategy is...

July 12, 2024

Form 5500 for Solo 401(K) Plans: A Guide for Small Business Owners

POSTED ON June 19, 2024 By: Christopher Price Solo 401(K) and government reporting Solo 401(K) plans offer a powerful retirement savings option for self-employed individuals and smallbusiness owners without employees other than a spouse. These plans allow you...

June 19, 2024