by | | Retirement Investing, Retirement Planning
By Paul Roldan, CFP® You’ve done the hard part: accumulating your retirement savings. Maybe you’ve recently transitioned out of an employee stock ownership plan (ESOP), sold a business, received an inheritance, or are ready to use your 401(k). Now you’re facing a new...
by | | Financial Planning
Starting or running a small business comes with excitement as well as a lot of financial responsibility. Many entrepreneurs underestimate what it takes to build a strong financial foundation, both personally and for their business. To help business owners avoid common...
by | | Financial Planning
By Paul Roldan, CFP® Long-term financial planning has never been more important than it is today. In times of economic volatility, working to attain financial stability takes center stage. At this point, having a wealth manager on your side can make a huge difference....
by | | Retirement Planning
By Paul Roldan, CFP® Often considered the “generation of change,” Millennials are redefining not just the workplace but also the financial planning landscape, resulting in unique retirement trends. Unlike earlier generations, student loan debt, shifting job markets,...
