Investopedia 100 Top Financial Advisors of 2022
Allison Berger, CFP® and Chad Smith, CFP® were both selected as one of Investopedia’s 100 Top Financial Advisors of 2022. They are two of the five financial advisors on this…
Take Charge of your Finances
Terminal Illness Checklist
If you have received a diagnosis of advanced stage cancer or another terminal illness, first, we are very sorry to hear that you are going through this. Feelings of overwhelm,…
Is ESG Investing Right For Me?
Increasingly, we as investors want to incorporate sustainable companies and business practices into our lives. Fortunately, there are many areas of our lives where we can intentionally spend and direct…
Can I Really Earn 9% on I Bonds?
You may have caught a headline or heard some murmurers from colleagues about I Bonds and their currently high interest. If so, you’ve likely wondered how they have that interest…
Health Savings Accounts: Mid-Year Changes and the Last Month Rule
From upfront tax deductions to tax deferred growth and (potential) tax free withdrawals, a Health Savings Account can be an incredibly advantageous account to utilize. But what happens if you…
Are You Retiring Within the Next 5 Years?
Is your retirement date approaching? You need to have a retirement plan in place to help guide you through this transition. It’s important to understand what type of strategy would…
Don’t Make These 5 Mistakes When Starting Your 401k
If you were like me after graduating from college and getting your first real job, you always heard your parents or other colleagues talk about making sure you contribute to…
2022 Contribution Limits
For 2022, a few of the contribution limits have increased. A very good practice is to contribute enough of your salary to receive at least the employer match. Also, pay…
When Will I Have Everything I Need to File My Taxes for 2021?
As we progress into the new year and approach tax filing season, there are several items related to your Pershing accounts we would like to bring to your attention. If…
How Your Money Memories Can Impact Your Retirement Decisions, Ep #155
The biggest financial threat to your wealth is not the market; it is your brain. Human behavior surrounding money varies greatly and can be fascinating to study. Allison Berger has…
Download our 5 Questions to Ask Your Financial Advisor eBook
We break down some of the most important questions we are asked on a regular basis.