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Articles

Jeremy Bossio | Jun 28, 2021

How to Finance Your Dream Car

Finance

Car ownership is necessary for many of us to get around, especially for those who live far from public transportation. While you may choose to drive something

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Jeremy Bossio | Jun 21, 2021

Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Retirement

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new

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Jeremy Bossio | Jun 14, 2021

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
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Jeremy Bossio | Jun 7, 2021

Should You Retire at the Same Time As Your Spouse?

Retirement

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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Jeremy Bossio | May 31, 2021

Common Investor Biases and How They Can Impact Your Finances

Investments
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?
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Jeremy Bossio | Aug 14, 2019

Qualified Longevity Annuity Contracts (QLACs)

Most people can only guess how long their retirement savings might need to last. Those who withdraw too much or live longer than expected could eventually run
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Jeremy Bossio | Aug 14, 2019

Life Insurance with Long-Term Care Benefits

If you are concerned about the high costs of long-term care but don’t want to purchase traditional long-term care (LTC) insurance, you might consider two
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Jeremy Bossio | Aug 14, 2019

Consider REITs for Income and Diversification

Real estate investment trusts (REITs) can offer a consistent income stream and help provide portfolio diversification. Considering these potential benefits, it
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Jeremy Bossio | Aug 14, 2019

Caught in the Middle: The Sandwich Generation

There is an old saying about being caught between a rock and a hard place. Many people might feel that way about providing financial support to children and
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Jeremy Bossio | Aug 14, 2019

How Geopolitical Tensions May Impact Oil Prices and the Economy

Conflict in the Persian Gulf has spurred modest oil price volatility in recent weeks, but prices didn’t spike to high levels seen during some past conflicts
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Jeremy Bossio | Aug 14, 2019

How to Protect Your Personal Data Online

Privacy
Technology

Data breaches, once a fairly rare occurrence, have become more frequent as hackers become more skilled in their ability to extract personal data from popular

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Jeremy Bossio | Aug 14, 2019

Why Should I Think About Retirement Planning?

Retirement

If you’ve only just begun your career and are starting to collect a decent paycheck, the last thing on your mind is probably retirement planning. When you’re in

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