Author: Jonathan W. Szostek

Jonathan W. Szostek

Jonathan W. Szostek
Vice President of Investments, CERTIFIED FINANCIAL PLANNER®, RICP®, AIF®, CRPC®

Recent Posts

A 401(k) versus an IRA: What’s the Difference and How to Choose?
Jan 13, 2020
There are two common accounts used for retirement saving: A 401(k) and an Individual Retirement Account (IRA). Both provide major tax benefits,[...]