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29 Jun
7 Strategies
5 Strategies for Saving Taxes in Retirement

By Colleen Weber, CFP®, CPA Retirement is a time to relax, enjoy the fruits of your labor, and savor the freedom that comes with no longer punching the clock. However, it’s also a period that requires careful financial planning to enjoy a comfortable and worry-free future.  One crucial aspect of...

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01 Jun
Is Investing in a Single Company Worth the Risk?

By Colleen Weber, CFP®, CPA  You’ve probably heard the phrase “Don’t put all your eggs in one basket.” The more I’ve helped people manage their finances, the more I’ve seen how true this is. Most advisors will tell you that diversification is the best way to structure your investments, but...

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