Author: Tom Fleishel

Schedule your consultation with a CERTIFIED FINANCIAL PLANNER™
Covid-19 and the Effects on Women in the Workplace

Covid-19 and the Effects on Women in the Workplace

After decades of fighting for equal pay and opportunities, women’s careers are being drastically affected by COVID-19. Across the board, women and minorities are being disproportionately affected by the pandemic for many reasons. They hold jobs that are less likely to...

What Are Your Options for Student Loans?

What Are Your Options for Student Loans?

A college education is expensive. It’s very rare for someone to graduate without amassing significant debt. According to the College Board, seven out of 10 college graduates have loans, owing an average of $28,000 in 2012. Families spend about $19,000 a year on...

Fixing a Common Mistake when Saving for Retirement

Those who reach retirement age but are short on savings have to rethink the plans they had for their golden years. According to a recent survey, more than half of Baby Boomers admitted that they may have to look for another job in retirement to have enough money to...

When And How Much Should You Save For Retirement?

Not only are most Americans unprepared for retirement, but they also don’t know how much they should save and what goals they should hit throughout their lives.  ​There are multiple estimates, online calculators, and rules of thumb to follow. Some people say you need...

2020 Small Business Trends

2020 Small Business Trends

To say that 2020 has brought a lot of challenges is an understatement, but to continue to succeed and even thrive, small businesses have gotten creative and embraced change. Here are five trends that small businesses owners should latch onto in 2020 to stay ahead of...

How To Teach Kids About Money

How To Teach Kids About Money

If you’re committed to teaching your kids about money, there are plenty of ways to help your child learn financial lessons in their day-to-day lives. Teaching important financial lessons early will help your children learn about the importance of saving and managing...

The Importance Of Owning Stocks, Even In Retirement

The Importance Of Owning Stocks, Even In Retirement

A lot of things have drastically changed recently, and the anxiety gripping the markets has caused significant declines. It’s a scary time for any investor, even those that are most concerned with their long-term returns. ​ Conventional wisdom says that long-term...

If You’re A Homeowner, Don’t Make This Retirement Mistake

If You’re A Homeowner, Don’t Make This Retirement Mistake

A lot of homeowners assume that their homes are going to continue to increase in value and that, eventually, this will compensate for a lack of retirement savings. There is a substantial retirement saving crisis in the United States, and a lot of people are banking on...

Ways To Contact Us

Schedule your consultation with a CERTIFIED FINANCIAL PLANNER™

SCHEDULE A COMPLIMENTARY
​15-MINUTE STRATEGY SESSION TODAY