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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

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

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

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

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-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

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