lady-liberty-cares-act-2020

April 9, 2020

The CARES Act: 6 Things to Know For Individuals

The legislation is aimed at providing relief for…

by Alex OkugawaCertified Financial Planner™

4 Ways to Be Successful During Difficult Times

March 30, 2020

4 Ways to Be Successful During Difficult Times

Looking at life through a historical lens, here is the…

by One DegreeMake an Impact with Your Wealth

Coronavirus and the Stock Market

March 7, 2020

Coronavirus and the Stock Market

The stock market has dropped swiftly attributed to concerns…

by One DegreeMake an Impact with Your Wealth

Money smart families

February 28, 2020

The Challenge of Successfully Investing in a Pandemic

Over the recent week, the stock market has dropped swiftly…

by One DegreeMake an Impact with Your Wealth

February 26, 2020

The Essential Components of a Financial Plan

You need a financial plan to help you make the best…

by Anthony SafferCertified Financial Planner™

November 26, 2019

How Charitable Stacking Can Benefit You

All too often we find people with charitable hearts losing…

by One DegreeMake an Impact with Your Wealth

How Can Gratitude Help You Prosper?

November 19, 2019

How Can Gratitude Help You Prosper?

Being grateful is so much more than just being nice or…

by Anthony SafferCertified Financial Planner™

IRA or 401(k): Can I Contribute to Both in the Same Year?

November 5, 2019

IRA or 401k Can I Contribute to Both in the Same Year?

Updated to reflect new figures and limitations in 2020.…

by Alex OkugawaCertified Financial Planner™

Maximize Your Giving and Minimize Taxes

November 1, 2019

Maximize Your Giving and Minimize Taxes

Those who are generous often choose to give by opening…

by One DegreeMake an Impact with Your Wealth

How Discipline Can Improve Your Life

October 1, 2019

How Discipline Can Improve Your Life

Discipline is arguably the most powerful tool at your…

by Alex OkugawaCertified Financial Planner™