529 College Savings Plan
Putting together a college savings plan can be daunting. The rapidly rising cost of higher education can be intimidating, but don’t let…
How To Reduce Taxes In Retirement
We hear a lot about the need for diversification when talking about our investments. You know the expression “don’t put all your…
Mutual Fund Share Classes – How They Work
Mutual fund share classes can often be confusing for investors looking to save for retirement. Understanding how they work is key to…
Investing vs Gambling – They Are Not The Same Thing
Investing vs gambling. We shouldn’t confuse the two but often do. And to be fair, some investment decisions look a lot like…
401k Rollover – Did You Leave Something Behind?
When you left your last job, did you leave any of your personal items behind? Leaving a job can be stressful and…
Getting Older Ain’t for Sissies
You never know when, but it’s really just a matter of time. Some people experience it when they realize they haven’t had…
Welcome to The Astute Advisor Blog
Welcome to my personal blog, The Astute Advisor. Having worked in financial services since 1998 and practicing as a Certified Financial Planner™…