Author: Jon Szostek

Jon Szostek

Jon Szostek
Executive Vice President, Retirement Advisor CFP®, AIF®, RICP®, CRPC®, ChFEBC℠

Recent Posts

When Most of Your Wealth Is Tied Up in One Stock
Aug 26, 2026
Company stock can build real wealth — and quietly concentrate your risk. What long-tenured employees should understand before they retire.
12 Threats to Retirement Many People Aren't Prepared For
Apr 22, 2026
When it comes to retirement planning, there seems to be an unlimited number of variables to account for. Nevertheless, once you are aware of prudent[...]
The New College Graduate’s Guide to Investing
May 21, 2025
Congratulations, graduate! You’ve made it through all the tough years of school, and now it’s time to set out on the rest of your life. And while[...]
What Retirement Might Look Like for Millennials
May 14, 2025
It may seem like the sky is falling for Millennials. Not only have individuals from the segment of the population born between approximately 1980 and[...]