Posts by Scott

The ability to give back to the people who spent years taking care of us.

If your 401(k) dropped recently, the most effective response may also be the most uncomfortable: staying consistent.

If you’re feeling uneasy about what’s happening, that’s completely normal. But if your plan is sound, this environment is not a surprise. It’s something we’ve prepared for.

This is a follow up to Scott's previous blog post, The Costs No One Warns You About in End-of-Life Planning.

This series of blog posts is a candid look at how I view end-of-life planning as a financial advisor. There is a meaningful difference between learning something in theory and understanding it firsthand. End-of-life planning is often discussed in abstract terms. It looks orderly on paper. In practice, it rarely is.

Meaningful decisions rarely feel perfect in real time. Whether it’s booking a trip, investing cash on the sidelines, or planning for retirement, waiting for absolute certainty often costs more than acting thoughtfully and moving forward.

Solo 401(k)s may offer higher savings and bigger tax breaks than SEP IRAs. See why more self-employed individuals are making the switch.