Financial Planning

Are you on track for early retirement and financial independence considering the pandemic?

  By Victor E Gersten, M.S., CFP® | October 9, 2020 For many, financial freedom means being able to coast with little concerns through tough economic times. But the pandemic and uncertain economy can stir anxieties about leaving the workforce for those planning...

Getting started with investing in 7 steps

Getting started with investing in 7 steps By Victor E Gersten, M.S., CFP® | August 10, 2020 Investing can be intimidating for many, but the best way to invest appropriately is by understanding that your behavior at investing is as relevant as the volatility in the...

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