Blogs & Articles
5 Questions You Need to Answer 5 Years Before Retirement
By Kevin Boutwell, CFP® Retirement is one of life’s greatest milestones. Not surprisingly, it’s both an exciting and worrisome prospect for many Americans nearing their golden years. According to a 2021 poll by the National Institute on Retirement Insecurity, 56% of...
How to Build Equity Compensation Into Your Financial Plan
By Kevin Boutwell, CFP® There’s a reason your employer offers you a benefits package: it’s an incentive for you to stay with the company and a reward for your hard work and loyalty. Additionally, if your employer can align your financial well-being with that of the...
What Should You Do About Inflation and Stock Market Volatility?
By Kevin Boutwell, CFP® and Mike Collopy, CFP® After a three-year rally, the financial markets have been down for seven straight days, marking their worst slide since the pandemic decline in March of 2020.[1] Monday’s market dip put the S&P 500 down over 10%,...
5 Steps to “Resolutionize” Your Finances in 2022
For some, 2021 flew by and it yielded little challenge. For others, the New Year’s confetti couldn’t come fast enough to usher in a new start for 2022. Regardless of which camp you fell into, what we all are staring at right now is that time of year where we must take...
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