Author: Mark Starosciak, CFP®
Author
The Market Doesn’t Always Bounce Back Quickly
When I started my career as a financial advisor back in the fall of 1999, little did I know that I was entering the business at the worst bear market since the 1920s.... Read more.
Market Observations: Inflation at the Gate
Over the past month or so, it seems every client we’ve spoken with asks about inflation and what are we doing about it in the portfolios. The jury is still... Read more.
Getting Started: An Estate Planning Checklist
Even if you don’t know the third week in October, 2021 is officially Estate Planning Awareness Week, it begs the question: How aware are you of your estate... Read more.
5 Costly Estate Planning Mistakes We See All the Time
Creating your estate plan may be important, but you need to avoid common pitfalls and mistakes while you are at it. Otherwise, you will spend time creating a plan... Read more.
A Comprehensive Guide to Trusts
Trusts aren’t just for rich kids (although we highly recommend a trust with a ton of guardrails for the beloved spendthrift in your life.) A trust is essentially... Read more.
Estate Planning: Taking the 1st Step
Often times when we first meet someone, the most pressing risk to their financial situation is not a bad portfolio. Rather, it’s the fact that they have... Read more.
How to Optimize your Company Insurance Benefits when Changing Jobs
As a job seeker, you are always looking for the best benefits package to jump on. But often, it’s not just about salary and vacation time when considering... Read more.
College Funding: The FAFSA Simplification Act Explained
Since I began as a financial advisor in the summer of 1999, there has never been a year where college expenses have dropped. Quite the contrary; the cost to get... Read more.
A Primer on Company Stock Options
Over the years we have witnessed more than a few clients build a substantial amount of wealth via their employer stock options. Admittedly, we have also seen instances... Read more.
6 Tips on Negotiation, Salary & Benefits With Your New Employer
When you go through the interview process and receive a job offer, you may be content to accept it even though it may be far much lower than your worth. If you have... Read more.