Over the years, we have received questions from clients that center around common themes and current events. Despite the date listed on the article, most of these articles have been on our site for years and apply in any financial environment. This content is all written by our practice, and if you find it helpful and wish to contact us regarding becoming a client, please call, text or email any time.

A Roth IRA might be useful for you if...
By Lance Hoenig, CFP®, ChFC®

There are many different situations where Roth IRAs should be considered.

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Increasing Impact - Reducing Taxes
By Lance Hoenig, CFP®, ChFC®

Create a win-win while charitably giving by using a QCD strategy.

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What will A.I. mean for investors?
By Lance Hoenig, CFP®, ChFC®

The clues may lie in the 90s internet revolution and how it mirrors today.

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What the Global Financial Crisis (should have) Taught Us
By Lance Hoenig, CFP®, ChFC®

While there may or may not be similarities between the GFC and today, there are lessons from that time to make us better investors in the future.

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Establishing the Foundation: Debt Management/Cash Reserves
By Lance Hoenig, CFP®, ChFC®

In certain situations (debt service and lack of reserves), it can be overwhelming to figure out where to start. Here's a basic framework to consider.

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Retirement Planning is More Than Math
By Lance Hoenig, CFP®, ChFC®

Decades of experience in this area have taught us that while being financially ready to retire is important, other factors are equally if not more so.

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How we invest money in discretionary accounts
By Lance Hoenig, CFP®, ChFC®

We can help clients achieve returns and mitigate risk through the use of models we create and direct indexing.

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