Jason Preti, CFP® 
The days of simply buying a few index funds and hoping for the best are over. Today’s wealth environment is defined by relentless data overload, unprecedented market volatility, and a tax code that changes annually. As a result, the popular “do-it-yourself” (DIY) investment model—which relies heavily on individual emotional resilience and time commitment—is fundamentally flawed … Read more
Explore a better alternative to DIY money management. The Financial Navigator approach shows how a skilled advisor helps coordinate your finances and support smarter decisions.
Life is unpredictable. Just when you think you have everything under control, an unexpected expense can hit you like a sudden downpour on a clear day. Much like carrying an umbrella during spring rains, having an emergency fund is essential to protect you during financial storms. An emergency fund offers a sense of relief and … Read more
Generation X, born between 1965 and 1980, represents a unique cohort that bridges the gap between aging Baby Boomers and Millennials. As they advance into their 40s and 50s, long-term care planning becomes increasingly significant. Not only must Gen X plan for their own future, but they are also impacted by the caregiving needs of … Read more
Planning for a Secure Retirement Retirement is approaching quickly for those of us in Gen X, especially if it’s only 10 to 15 years away. With family, work, and the constant demands of life, keeping up with retirement planning can feel overwhelming. Fortunately, with some expert guidance, you can reclaim your time, focus on your … Read more
Retirement planning has become increasingly complex for Generation X, those born between 1965 and 1980. As this generation approaches retirement age, many are finding that their savings are falling short of what they’ll need to maintain financial security in their later years. This shortfall, known as the retirement savings gap, is a significant issue that … Read more
In recent discussions with our clients, we’ve noticed a common theme among Generation X—an increasing sense of financial uncertainty, especially after the events of the last few years. From supporting both aging parents and children to the challenges of saving for retirement without the security of traditional pensions, many Gen Xers are feeling the weight … Read more
Gen X retirement reality check. Don’t panic! Strategies to boost your 401(k), tackle debt, and use catch-up contributions to secure your financial future.
Investing for the long haul through boring, diversified portfolios. The dangers of unsystematic risk and the free lunch of diversification across assets.
You Won’t Believe How Different S&P 500 Sectors Performed in February – One Sector’s Gains Will Shock You.