09/06/2019
Some quick insight into the importance of a plan to help manage emotions when investing!
LifeSpeak Feature Friday: Bob Gavlak on creating a sustainable financial plan
LifeSpeak expert and certified financial planner, Bob Gavlak, explains how to set up a financial plan that will last. If you think this content would be usef...
12/07/2018
It's a good idea to have a financial plan to make sure you’re heading in the right direction. But how often do you need to refresh your plan?
Refreshing Your Financial Plan
If you’re one of those people who have taken the time to put together a financial plan – that’s a great first step! Regardless of your age, income, or asset amount it’s always helpful to put together a plan to make sure you’re heading in the right direction. But
11/16/2018
Funding your Roth IRA is important when you're working - but what if you're retired (or close)?
Some quick tips on how to keep the money flowing into your Roth - even after retirement.
Three Cool Techniques for Roth IRAs in Retirement
This isn’t going to be a dissertation on a Roth IRA and how it works. There are enough of those out there that walk through the benefits and drawbacks, funding limits and IRS rules. Most articles are about the benefits of Roth IRAs while you’re working. How starting a
11/09/2018
Did you know you probably won't save any tax dollars from those donations this year? Take a quick read on charitable giving 101 - and how it's changed with the new tax laws.
Charitable Giving 101
Many of us support our favorite charities or religious organizations. The first benefit, of course, is to support something you believe in. Your donations go directly to help fund a cause that supports any number of amazing initiatives. Once we make that donation, we also open ourselves up to
10/31/2018
It may be Halloween but my wife has already completed her Christmas shopping. As you start thinking about giving gifts to the kids in your life this holiday season, why not consider foregoing toys in favor of one of these 4 investment ideas?
4 New Gift Ideas for Kids this Holiday Season
My wife already has all our Christmas shopping done. Literally every member of our family is already covered – me included. I am a normal person and will probably put off most of my shopping until late December. I’ll come through in the clutch… but not without a few
10/31/2018