by | | Retirement Planning
By Paul Roldan, CFP® For many investors, one common drawback to contributing to a standard employer-sponsored retirement plan is the limited number of investment options available to participants. While plans have improved over the past decade in allowing a wider menu...
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....
