Brian Traverso, ChFC, AIF, CPFA, AWMA, EA4 minTradition At The Masters Tournament in 2022It is Masters time again. The 2022 Masters Tournament begins on April 7th, continuing an April tradition that started in 1934.
Brian Traverso, ChFC, AIF, CPFA, AWMA, EA2 minTurning Monetary Gifts into Learning Experiences for ChildrenMost parents want to help their children financially, but not by handing over cash with no strings attached. Instead, parents should...
Brian Traverso, ChFC, AIF, CPFA, AWMA, EA1 minSave 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, EA1 minPerils of Timing the MarketThe end of March 2021 marks the one year anniversary of the stock market bottom and the end of the shortest bear market on record.
Brian Traverso, ChFC, AIF, CPFA, AWMA, EA1 minCrypto ArtThe latest digital trend isn’t another cryptocurrency but rather an art form or collectible. NFT or non-fungible token is a form of...
Paul Herrick6 min5 Accounts Everyone Should OpenWhen it comes to structuring a good financial plan there are 5 types of accounts, I think all people should look into getting.
Brian Traverso, ChFC, AIF, CPFA, AWMA, EA2 min10 Tax Changes Under BidenWith the election finalized, we can now focus on what to expect under a Biden administration.
Brian Traverso, ChFC, AIF, CPFA, AWMA, EA1 min8th Wonder of the WorldEinstein described compounding as the 8th wonder of the world and it no wonder why. Compounding is the essence of having your money work...
Brian Traverso, ChFC, AIF, CPFA, AWMA, EA1 minWhy Cash Loses ValueThis article is a great refresher on inflation and CPI and how it affects your purchasing power.
-4 minSaving vs. InvestingYou should always have a steady stream of money going both into a savings account and an investment account.
Brian Traverso, ChFC, AIF, CPFA, AWMA, EA3 minSpendless SundaysI 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, EA4 minIRA 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.