by Tom Fleishel | Jan 10, 2020 | Uncategorized
With the drastic reduction in defined benefit plans offered by most public companies and the more popular defined contribution plans like 401(k)s, investment choices and the corresponding investment risk are now the responsibility of the plan participant. ...
by Tom Fleishel | Jan 10, 2020 | Uncategorized
Having children changes everything, especially your finances. When it comes to long-term planning, a lot of parents have a hard time figuring out whether they should save for their own retirement or build a college fund for their children. The truth of the matter...
by Tom Fleishel | Dec 5, 2019 | Uncategorized
Most people see the new year as a fresh start. It’s a blank page where you can start writing a new story, laying out new goals and setting the groundwork for the year to come. What’s the best way to get your year off to a good start? Here are some great tips and...
by Tom Fleishel | Dec 5, 2019 | Uncategorized
As you near retirement age, you should already have a significant amount of retirement savings but that doesn’t mean you shouldn’t preserve what you have and continue looking for growth opportunities. Here are some ideas you can use to maximize your savings in the...
by Tom Fleishel | Dec 5, 2019 | Uncategorized
The holiday season is a great time to score some major shopping deals but it isn’t always easy to stick to your budget. Stores offer huge discounts, gift card promotions, and free shipping to draw you in, hoping that you’ll overspend on items that aren’t on sale....
