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Archive for August 2017

Potential Reasons to Put the Retirement Countdown on Hold

By Zachary A. Leggo CFF®, CFS®, WMS℠, CAS®, CIS™ | August 19, 2017 | 0

Potential Reasons to Put the Retirement Countdown on Hold Retirement is still something most people look forward to, but over the years, some of the reasons for anticipation have dwindled.…

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Strategic vs. Tactical Asset Allocation

By Zachary A. Leggo CFF®, CFS®, WMS℠, CAS®, CIS™ | August 12, 2017 | 0

Strategic vs. Tactical Asset Allocation  In recent years, the markets, the economy and the global political scene have evolved considerably. We’ve witnessed both remarkable volatility and remarkable resilience in these…

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Retirement Plan Fees: Know What You Are Paying

By Zachary A. Leggo CFF®, CFS®, WMS℠, CAS®, CIS™ | August 5, 2017 | 0

Retirement Plan Fees: Know What You Are Paying Many large companies offer employees a 401(k) plan with some degree of matching contribution. Although this is a good employee benefit to…

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Recent Posts

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  • How Fees Could Be Chipping Away at Your Retirement Savings

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    We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance and investment products to custom suit their needs and objectives. Investment Advisory Services Offered through Affinity Wealth Management LLC.

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