Blog

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.

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

2 min

Including Tax Plans in Your Wedding Plans

Couples getting married know there are a lot of details in planning a wedding... Their first tax return as a couple should be on their list.

3 min

Life Insurance Basics: Part 1

Let’s understand the most important part of acquiring life insurance… “Nothing gets me excited to get out of bed like the thought of...

Brian Traverso, ChFC, AIF, CPFA, AWMA, EA

2 min

Reasons I Like 529 Plans

Read why I like 529 plans.

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...