by Greg | Nov 4, 2020 | Blog
By Greg Hart, CFP® I know several successful executives who are at the top of their game. They’re making their company hundreds of thousands of dollars each year. But they’re not doing much to save for their own retirement, minimize taxes, or plan for their estate. ...
by Greg | Oct 28, 2020 | Blog
By Greg Hart, CFP® When it comes to saving for retirement, you want to use all the resources available to you. One such resource many Americans have access to is a 401(k). A 401(k) is a valuable and important tool with many benefits to help you build your nest egg,...
by Greg | Apr 21, 2020 | Blog
By Greg Hart, CFP® If you’re like most people these days, you probably haven’t worked for only one employer for your entire working career. Chances are, as you move through your career, you’ll start to collect 401(k)s from old employers that you don’t know what to do...
by Greg | Feb 12, 2020 | Blog
By Greg Hart, CFP® If you’ve spent any time researching financial advisors and their firms, you may have come across the term “fee-only”. You will usually find a fee-only advisor working at a Registered Investment Advisor (RIA) firm. They provide services and planning...
by Greg | Feb 7, 2020 | Blog
By Greg Hart, CFP® The countdown is on and you are finally closer to the finish line than the starting block. Your dreams of white sandy beaches, days enjoying the golf course, or more time with family are just around the corner. This may fill some of you with...
by Greg | Dec 17, 2019 | Blog
By Greg Hart, CFP® As we approach the year’s end, in the midst of all the holiday hustle and bustle, the last thing you want to think about is taking care of your finances. But since finance-related resolutions consistently fall in the top five most popular New Year’s...