Latest Posts

9 Important Details about Early Retirement Plan Rollovers

by Corey Poulosky on Jul 1, 2020

You’re probably aware that there are many options for retirement planning including 401(k)s, IRAs, Roth IRAs, and more. Some of the more common plans are employer-sponsored ones like 401(k)s, 403(b)s, and 457(b)s. These arrangements have higher contribution limits and let employees save for retirement on a post-tax or a tax-deferred basis, which is more typical.

How to Look for Investing Opportunities during the COVID-19 Crisis

by Corey Poulosky on Jun 1, 2020


With a new bear market settling in, new opportunities for a prosperous investment can feel few and far between. However, this current bear market caused by the COVID-19 crisis feels like a new beast entirely. In many ways, the US’ economy has been turned upside-down by this infectious disease. So, where are you supposed to turn to make an even moderately successful investment?

Retirement Saving Tips

by Corey Poulosky on Apr 10, 2017

Retirement saving can sometimes seem like a chore. It’s hard to save when you have the money and you don’t have to pay off huge bills such as student loans or even a mortgage. So how can you stay on track when saving for retirement? Here are some suggestions for a three step plan. Click this link to check out multiple tips and tricks on saving for retirement.

Budgeting for Beginners

by Corey Poulosky on Apr 6, 2017

This article was first posted at

If you don’t use a budget system to track your expenses, don’t worry, you’re not alone.

A budget is a monthly plan for your money that uses your income as a cap for your spending. In fact, a budget is the first step to living within your means and identifying areas where you can cut back on expenses to put more toward your saving goals.

Making The Most of Your Tax Return -Josh Wilcox

by Corey Poulosky on Apr 4, 2017

As Benjamin Franklin put it many years ago, “In this world nothing can be said to be certain, except death and taxes.” With April 15th fast approaching at least one of those things may loom large in your life (possibly both if you are afraid you’ll have a heart attack when you see how much you owe). For many out there, though, you may be celebrating a nice check from Uncle Sam for your tax return. While I’m not a tax expert or accountant, I’d like to take this month to help you get the most out of that return.

How to Make Bold Decisions

by Corey Poulosky on Apr 3, 2017

It can be hard to step out of your comfort zone. Trying a new thing isn’t always easy but sometimes it’s necessary. Take a step back to look at where you are in life. Are you where you want to be or did you have another picture in mind when it came to the future?

Many people lose themselves going down a path they THINK is right but it turns out just being one degree off has major consequences. There are numerous ways to get you back track to where you want to go and doing what you want to do. Taking risks is one HUGE way to kick-start the process.

Financial Terms Everyone Should Know

by Corey Poulosky on Mar 30, 2017

These basic financial concepts are something that everyone should know. Breaking down investing lingo into layman’s terms is key to understanding your financial picture.

Finances can be tricky, and financial lingo can be worse. Here is a list of the top 10 basic financial concepts every investor should have a basic understand of.


Do you know what a Target-date fund is?

Often found in 401(k) plans, target-date funds are designed to serve as all-in-one portfolios that are tailored to your expected retirement date.