Small Business Owner Retirement: Dealing with an Unexpected Exit
by Stephen Ahern on Oct 17, 2021
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
Retirement as a Single Woman
by Stephen Ahern on Sep 17, 2021
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
Making the Most of Your Tax Return
by Stephen Ahern on Aug 17, 2021
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
The Basics of Keeping a Balanced Investment Portfolio
by Stephen Ahern on Jul 17, 2021
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
More than Finances: The Benefits of Holistic Advice from Financial Professionals
by Stephen Ahern on Jun 17, 2021
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
The Pros and Cons of Investment Apps
by Stephen Ahern on May 17, 2021
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
How to Start Investing
by Stephen Ahern on Apr 17, 2021
If you’re interested in beginning to invest but are nervous, or simply don’t have a lot of money to invest, why not start slow?
The Risk of Reverse Dollar-Cost Averaging for Retirees
by Stephen Ahern on Mar 26, 2021
What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed income?
Selling Your Home After Retirement: The Benefits of Downsizing
by Stephen Ahern on Mar 17, 2021
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
American Rescue Plan Act Provides Relief to Individuals and Businesses
by Stephen Ahern on Mar 16, 2021
The American Rescue Plan Act of 2021 (ARPA 2021) was signed into law. This is a $1.9 trillion emergency relief package that includes payments to individuals and funding for federal programs, vaccines and testing, state and local governments, and schools.
