Brian Traverso, ChFC, AIF, CPFA, AWMA, EA
What Happens if the Debt Ceiling is Not Raised?
The latest mess out of Washington is the fight to increase the federal debt ceiling.
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Brian Traverso, ChFC, AIF, CPFA, AWMA, EA
1 min
Save Now for Retirement Savings
It’s never too early to start saving for your retirement – but it can be too late.
Brian Traverso, ChFC, AIF, CPFA, AWMA, EA
2 min
10 Tax Changes Under Biden
With the election finalized, we can now focus on what to expect under a Biden administration.
Brian Traverso, ChFC, AIF, CPFA, AWMA, EA
1 min
Why Cash Loses Value
This article is a great refresher on inflation and CPI and how it affects your purchasing power.
Brian Traverso, ChFC, AIF, CPFA, AWMA, EA
3 min
Disconnect Between the Markets & the Economy
U.S. stock markets continue to trend up as optimism returns to Wall Street while Main Street USA continues to reopen.
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4 min
Saving vs. Investing
You should always have a steady stream of money going both into a savings account and an investment account.
Brian Traverso, ChFC, AIF, CPFA, AWMA, EA
3 min
Spendless Sundays
I challenge you to choose one day of the week where you don't spend any money. What you don't spend on a given day becomes savings!
Brian Traverso, ChFC, AIF, CPFA, AWMA, EA
2 min
Why the Feds Cut Rates
There is a lot of attention about the Feds cutting, and sometimes raising, rates. But what does this mean and why do they do it?
Brian Traverso, ChFC, AIF, CPFA, AWMA, EA
4 min
IRA Basics: Traditional & Roth
“The best time to start saving for retirement was yesterday.”...people are working well into their 60s and 70s and are living much longer.
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7 min
Interview with The United States Economy
June 2019 marked the longest expansion in modern U.S. history...we are so lucky to sit down with our guest, The U.S. Economy.
Brian Traverso, ChFC, AIF, CPFA, AWMA, EA
4 min
Financial Spring Cleaning
Addressing the financial elephant in the room could make room for new financial growth and goals as well as strengthen your current plan.
Brian Traverso, ChFC, AIF, CPFA, AWMA, EA
1 min
Making the Standard Deduction More Powerful
With the tax season ending for the majority of taxpayers, some have encountered pleasant and unpleasant surprises. One question that has...
Brian Traverso, ChFC, AIF, CPFA, AWMA, EA
3 min
3 Reasons Why You Should Work with a Financial Adviser
Raise your hand if you’ve ever been stressed out by money or if you’ve ever felt anxious about a big financial decision. We often seek...
Brian Traverso, ChFC, AIF, CPFA, AWMA, EA
3 min
What Makes an Adviser a True Fiduciary?
#fiduciary, #ria, #boltwm I am a proponent of delivering education to friends, family and the public when it involves clarifying the...
Brian Traverso, ChFC, AIF, CPFA, AWMA, EA
2 min
Quick Tax Update: Withholdings
#taxupdate #taxwithholdings #adjustyourpaycheck #w4 #paycheckupdate With the new tax law, many people are under the impression there will...
Brian Traverso, ChFC, AIF, CPFA, AWMA, EA
2 min
To Save or Not to Save...
#savingsvsdebt,#paydowndebt Choosing between paying down debt vs. saving is a common question we face regularly. How do you choose? Are...
Brian Traverso, ChFC, AIF, CPFA, AWMA, EA
1 min
Peek a Boo
The Unites States Postal Service was recently breached, compromising over 60 million users and another announcement today that 500...
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