
The 5 Biggest Money Mistakes in the First 10 Years of Retirement
By Frank Legan Retirement is supposed to be a time of relaxation and enjoyment, but for many, it can also bring financial anxiety and stress.
By Frank Legan Retirement is supposed to be a time of relaxation and enjoyment, but for many, it can also bring financial anxiety and stress.
By Dayna Smith It’s been said that change is the only constant in life, and the unfortunate reality is that sometimes this change includes a
Join us as Frank sits down to talk with David Mansilla on The Break Free Podcast. They talk about how Entrepreneurial leaders who achieve success have the potential to make a significant difference in the world through their creativity, determination, and innovation.
By Frank Legan For years, the 60/40 portfolio has been a trusted investment strategy for moderate risk investors and retirees. In the aftermath of the
By Dayna Smith Few things spark more fear and anxiety in investors than a volatile stock market, which can lead to doubts about your financial
Frank Legan and Frank Pape help you to understand investment taxes, their impact on your portfolio and different strategies available to help be a tax-
By Frank Legan Banks play a vital role in the economy, providing individuals and businesses with access to cash, credit, and other financial services. Despite
By Frank Legan Tax season is not everyone’s favorite time of year, especially if you typically have to make payments to the IRS. Tax rates,
Frank will be interviewing Geremy van Arkel, CFA® of Frontier Asset Management. Frank and Geremy will be discussing what’s ahead for the market after a
By Frank Legan The new year is always a great time to reflect on your finances. It’s time to say goodbye to 2022 and jump-start
I have always been a fan of “year in review” lists, articles, news programs, and sports shows. I remember one particular moment many years ago
By Frank Legan Happy Holidays from our team at Cedar Brook Group! Although 2022 had its ups and downs, we are more grateful than ever
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