Jesse Maltzman CFP, ChFC

07/06/2022

401(k)s are long term vehicles and there is time to recover. Unless you are already on the cusp of retirement, you can most likely hold out long enough to see at least one more market cycle, if not more. Consider dollar cost averaging an option to buy into the market at lower prices.

06/22/2022

Interest rates on federal student loans will increase again for the 2022-2023 school year.

06/11/2022

Let me start by saying, this title doesn't apply to anything but stock investing. This week the market got punched right between the eyes. Friday, we saw two terrible economic reports. First, we got the most recent read on consumer inflation. CPI in May was up 1%, month over month, and 8.6% YoY. The market had recently strengthened off the lows previously set on May 20th, based on growing expectations that inflation had peaked and the Fed would likely pause its campaign of raising rates in September....

Let me start by saying, this title doesn’t apply to anything but stock investing. This week the market got punched right between the eyes. Friday, we saw two terrible economic reports. First,…

06/11/2022

Are you prepared for the 6 major risks to your retirement savings?

1. Inflation
2. Sequence of Return Risks - Market volatility
3. Taxes
4.Unsustainable Withdrawal Rate
5. Improper Asset Allocation
6. Longevity

Schedule your checkup today!

Your financial life should also get a regular check-up to ensure that you’re on the right track for your financial goals.

06/04/2022

There are 5 primary risks to your retirement income: Inflation, Longevity, Withdrawal Rate, Long Term Care needs, and Sequence of Returns.

How Sequence of Returns Can Affect Your Retirement Savings

06/03/2022

The reason people turn to freelancing or contract work varies from out of necessity to a deep desire to go it alone. But, whatever the reason, taking steps to secure your finances will allow you to ensure success.

05/23/2022

Getting the balance between growth and inflation just right is fraught with difficulty.

05/18/2022

You don't have to be a athlete or entertainer to benefit rom this straight forward advice.

People often envy movie stars and athletes for earning millions of dollars in a short amount of time, but their money stories aren't always as glamorous as they seem. Here are the five biggest mistakes that athletes and entertainers make when it comes to making their big paychecks last.

05/17/2022

Jen Glantz asked financial experts how someone who makes under six figures a year could retire with a seven-figure net worth. They had this advice.