Blog
Knowing Your Risk Tolerance Isn’t Enough
By Mark Colgan, CFP® You’ve probably heard some variation of this question many times: “On a scale of 1 to 10, how much risk are
Is Inflation on the Horizon?
By Mark Colgan, CFP® With the recent trend of government spending, many people are becoming concerned about inflation. They ask not just with curiosity but
How to Compare Financial Planners
By Mark Colgan, CFP® In the financial services world, the level of service a client may receive from one financial advisor to the next can
The Top 5 Financial Planning Challenges For Executives
By Mark Colgan, CFP® Corporate executives have very distinct financial planning and retirement challenges. They are high earners, but their unique compensation and investment packages
Reducing Your Tax Burden Before the End Of The Year
It’s that holly jolly time of year again, but it will look a bit different this year. Large holiday parties will be replaced by small,
COVID Underscores Need For Estate Planning
COVID-19 has upended everything we know. The plans we had for our lives and our families are in limbo, but there is one thing we
Are You “Ahead Of The Curve” When Life Throws You Changes?
By Mark Colgan, CFP® There is perhaps nothing more frustrating than developing a plan, only to have an unexpected event unravel it. But unfortunately, this
