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Michelle Gessner

Should I Keep my Money in my 401(k) or Roll it Over to an IRA?

February 25, 2025

After many years of saving to your company retirement plan, you finally see the light through the end of the tunnel.  Retirement is near, and there is no shortage of… Read More

Categories: 401(k) plan rollover to IRA, Investing, Retirement Tags: 401(k), company plan, IRA, retirement, rollover IRA

Equity Compensation: Big Opportunities, But Beware the Risks

July 2, 2024

We all like hearing that we’re good at our jobs. It’s nice when kudos from your employer come bundled with dollar signs, or when a company backs up the cash… Read More

Categories: Investing Tags: equity, investing

Is Social Security Going Bust?

March 30, 2023

In planning for retirement, one topic is often top of mind: What if Social Security goes bust? As we covered in a related post, Social Security Planning: A Balancing Act,… Read More

Categories: Retirement, Social Security Tags: retirement, social security

Building Lifetime Wealth, 80/20 Style 

March 17, 2023

Ever heard of the 80/20 rule? It suggests 80% of an outcome is often the result of just 20% of the effort you put into it.   This doesn’t always work…. Read More

Categories: Investing

Financial Planning in Turbulent Times

March 3, 2023

In our last two pieces, we covered some tools of the tax-planning trade, as well as how to deploy them for tax-efficient investing.   But tax planning isn’t just for your… Read More

Categories: Taxes

Tax-Wise Investment Techniques

February 24, 2023

In our last article, we introduced some of the tools of the tax-planning trade. These include tax-sheltered accounts for saving toward retirement, healthcare, and education, as well as tax-efficient tools… Read More

Categories: Taxes

The Tools of the Tax-Planning Trade

February 10, 2023

Whether you’re saving, investing, spending, bequeathing or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. No wonder people get nervous when… Read More

Categories: Taxes

Healing What Hurts: Can a Financial Therapist Help? 

February 1, 2023

As financial advisors, we help people attain financial independence. Usually, our personalized planning conversations are enough to help them establish a healthy, happy relationship with their money. But sometimes, we… Read More

Categories: Planning for Emergencies

Social Security Planning: A Balancing Act 

January 16, 2023

Ever since President Franklin D. Roosevelt signed off on the 1935 Social Security Act, most Americans have ended up pondering this critical question as they approach retirement:    “When should I… Read More

Categories: Retirement, Social Security

SECURE 2.0 Act: What You Need To Know

January 5, 2023

Who doesn’t enjoy tying up year-end loose ends? The original SECURE Act was signed into law on December 20th, 2019. Its “sequel,” the SECURE 2.0 Act, was similarly enacted at… Read More

Categories: Retirement

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Why Should You Diversify

The Cost of Trying to Time the Market

Long-Term Investors, Don’t Let a Recession Faze You

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