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Articles

Receipt and calculator.
Ed Papier | Nov 18, 2021

Calculating Retirement Savings: How to Add Up Your Financial Future Success

Retirement
This is probably the question financial planners are asked the most when clients walk in to discuss retirement freedom. A simple question, in theory, but not an
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Basketball hoop.
Ed Papier | Nov 16, 2021

How To Hit Your Savings Goals

Savings
Goals are one of the principal starting points of any financial plan. It may seem like the idea of goal setting is reserved for life’s biggest adventures, but
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Ed Papier | Nov 11, 2021

Social Security Facts for 2022

Retirement
Even if you're not ready to retire, understanding how you benefit from Social Security can help with your retirement plans.
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default blog image
Ed Papier | Nov 9, 2021

Infographic: 6 Easy Organization Tips to Take Time off of Taxes

Tax Planning

6 organization tips taxes.jpg

Resources:

  1. https://blog.mint.com/how-to/how-to-organize-your-tax-records-and-receipts-0214/
  2. http://money.howstuffworks.com/personal-finance/personal-income
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A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.
Ed Papier | Nov 4, 2021

Divorce and Retirement: Here’s What You Need to Know

Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
Read More
Cartoon Robot.
Ed Papier | Nov 2, 2021

What's the Deal with Robo Advisors?

Technology
Robo Advisors
If you follow any financial publications, there’s no doubt that you’ve seen the words “Robo Advisor” splashed across the pages. It’s flashy, it’s buzzy, but
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A pair of reading glasses sitting on an open textbook. The book has content on taxes.
Ed Papier | Oct 28, 2021

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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Calculator with financial numbers.
Ed Papier | Oct 26, 2021

Why Solo Practitioners Should Not Forget About Business Overhead Expense Insurance

Insurance
At 36 years old, Jennifer had it all – a growing practice, 3 excellent employees and a beautiful suite in a new medical complex. Having spent considerable time
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Ed Papier | Oct 21, 2021

Financial Planning in Your 30s: The 3 Goals Every 30-Something Year Old Should Have

Finance
30 is a divisive number. To the young, it’s the time when you’re thrust into full blown adulthood, whether you’re ready or not. To the young at heart, 30 may be
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Group of students studying.
Ed Papier | Oct 19, 2021

Why Young People Still Need Financial Professionals

Finance
It’s that time again - the end of a fiscal year and that means tax season is just around the corner. With each passing filing it seems as though young
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Aerial view of beach.
Ed Papier | Oct 14, 2021

How to Save Money, When Saving Seems Impossible

Savings
Nearly every day, we’re told that saving is the key to financial success. But for many, living paycheck to paycheck isn’t just unavoidable but a reality faced
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An exit sign in a modern office building
Ed Papier | Oct 12, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
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