Presented by Kristen Smigelski, CFP®, RICP®
Following a solid tax planning strategy throughout the year is an integral part of any financial plan, but there
Presented by Kristen Smigelski, CFP®, RICP®
Intro
By now, there’s a good chance that the recent market downturn resulting from the COVID-19 pandemic has left
Presented by Kristen Smigelski, CFP®, RICP®
Diversification is one of the cornerstones of traditional investment advice. The most common saying we hear is
Presented by Kristen Smigelski, CFP®, RICP®
During a crisis, you need answers, and your financial advisor knows this. It is a scramble to find the right
Presented by Kristen Smigelski, CFP®, RICP®
As a young gun in the industry, you might not care about your employee stock options, but for those who pay
Presented by Kristen Smigelski, CFP®, RICP®
While it’s highly recommended that we use a financial advisor when we start to grow our investment portfolio
Presented by Kristen Smigelski, CFP®, RICP®
In 2018, student loan debt in the U.S. reached $1.5 trillion. With a continued increase in college tuition, it's
Presented by Kristen Smigelski, CFP®, RICP®
Investing is a marathon, not a sprint. It takes guts to stick to your plan and avoid selling into a bad
Presented by Kristen Smigelski, CFP®, RICP®
Proper financial planning should always be a focus, but for those who are dealing with a physically ill spouse
Presented by Kristen Smigelski, CFP®, RICP®
A lot of people are under the impression that tax planning is only for high-wealth individuals. However, like
Presented by Kristen Smigelski, CFP®, RICP®
Earning an income comes with taxes, and your investment incomes are no different. As your portfolio grows into
Presented by Kristen Smigelski, CFP®, RICP®
If you’re like most Americans, you make the majority of your donations to charitable organizations in November
