happy financially secure retired couple laughing and enjoying each other on a blue background.

News

The American Rescue Plan Act - Stimulus
By Ben S. Lies, MBA, RSSA

The American Rescue Plan Act Has Passed: Overview of the $1.9 Trillion Stimulus Plan

In one of his first major moves in office, President Biden has signed the American Rescue Plan Act – a $1.9 trillion stimulus plan meant to extend, renew and implement relief for those affected by COVID-19. Below is a breakdown of some important components to this legislation, including what business owners, families and struggling individuals […]

Read more
United Airlines Pilot Retirement Account Plan PRAP
By Ben S. Lies, MBA, RSSA

Analyzing The UAL PRAP: Investment Decisions

If you are a Pilot for United Airlines you have a great 401(k) plan called the Pilot Retirement Account Plan (PRAP), but there are a lot of factors that need to be analyzed before making investment decisions. In this article we are going to take you through the investment options and the extrinsic factors that […]

Read more
7 Financial Vows to Treat Our Money Differently in 2021
By Ben S. Lies, MBA, RSSA

8 Financial Vows to Make for 2021

2020 was a year most of us would prefer to forget. When the year started, nobody expected natural disasters of historic proportion, the COVID-19 pandemic, global lock-downs, travel bans, school closures, or the resulting economic hardships that followed. But with the first year of the new decade officially behind us, how can we better prepare […]

Read more
US Capitol Building
By Ben S. Lies, MBA, RSSA

Does Impeachment Impact the Markets? Let History be Our Guide.

On Jan. 13, President Donald Trump was impeached for a second time by the House of Representatives – a first for our nation. President Trump was impeached for his part in inciting violence against the United States government.1 This move came days before President Trump was set to leave office, but it still begs the […]

Read more

Free Portfolio Analysis

Is your portfolio going to accomplish your goals? Can improvements be made to get you to retirement faster? Fill out this short questionnaire and we would be happy to help. Free of charge, of course!

State of Residence

Investible Assets

Your Goals

Contact Information