Nicole RenauxMar 26, 2019Planning When There is a Large Age GapRetirement planning for couples with a large age gap can lead to some interesting planning issues. My significant other is 17 years my...
Milad Taghehchian, CPA, CFP(R)May 15, 2018Why and When to RebalanceWhat is rebalancing? Rebalancing is a smart way to control your risks in investing. It realigns your portfolio back to its original asset...
Milad Taghehchian, CPA, CFP(R)Jul 9, 20158 Important Ages for Retirement PlanningThinking about where you want your life to be in the future – whether 30 years from now, or just 10, can be stressful. Most people don’t...
Milad Taghehchian, CPA, CFP(R)May 1, 2015Prepared for Retirement?Are you financially prepared for Retirement? Many people have plans of retiring later than they actually do. Because of this, they are...