Here's What We Think

Using 529 Education Plans as an Estate Planning Tool

June 20, 2024 Author | Gideon Drucker, CFP®, AIF®, ECA Family & Life Events Insurance & Estate Planning

Inflation is the Greatest Threat to your Future Retirement

June 6, 2024 Author | Gideon Drucker, CFP®, AIF®, ECA Retirement

"Fee-Only Advisor" is Just a Marketing Term

May 22, 2024 Author | Gideon Drucker, CFP®, AIF®, ECA Financial Planning Working with an Advisor

The Most Underrated Investment Account Type

May 9, 2024 Author | Gideon Drucker, CFP®, AIF®, ECA Taxes Investing

Are your 401k & Roth IRA's ready for retirement? 3 Questions to ask!

April 25, 2024 Author | Gideon Drucker, CFP®, AIF®, ECA Retirement

Ask your advisor who ISN'T a good fit for them? (You'll learn a lot!)

April 11, 2024 Author | Gideon Drucker, CFP®, AIF®, ECA Working with an Advisor

Having a Financial Plan Means Not Having To Be "Right"

March 28, 2024 Author | Gideon Drucker, CFP®, AIF®, ECA Financial Planning

What is the Cost of NOT Having a Financial Plan?

June 12, 2024 Author | Gideon Drucker, CFP®, AIF®, ECA Financial Planning

Your home isn't your best investment...it's just your longest.

May 29, 2024 Author | Gideon Drucker, CFP®, AIF®, ECA Investing

Should I start a business to lower my taxes?

May 16, 2024 Author | Gideon Drucker, CFP®, AIF®, ECA Taxes

What type of personality is 'financial planning' difficult for?

May 2, 2024 Author | Gideon Drucker, CFP®, AIF®, ECA Working with an Advisor

Why Your 401k Won't Be Enough to Retire On

April 18, 2024 Author | Gideon Drucker, CFP®, AIF®, ECA Retirement

Our Planning "Cost" is Not the Issue...Your Lack of Urgency Might Be!

April 4, 2024 Author | Gideon Drucker, CFP®, AIF®, ECA Financial Planning

9 Questions to ask BEFORE you mention Rental Real Estate, Private Investments, or Advanced Tax Strategies

March 21, 2024 Author | Gideon Drucker, CFP®, AIF®, ECA Working with an Advisor