Jonathan W. Szostek

Vice President of Investments, CERTIFIED FINANCIAL PLANNER®, RICP®, AIF®, CRPC®
Recent Posts
What’s The Difference Between a 401k and an IRA?
Apr 25, 2023
No one wants to feel left behind in the retirement planning race. That’s why setting yourself up for success with retirement saving options that may[...]
The New College Graduate’s Guide to Investing
Jun 06, 2022
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[...]
Alphabet Soup: What Your Financial Advisor’s Credentials Tell You
Oct 18, 2021
Chances are, there is at least one acronym that follows your financial advisor’s name on his or her name plate. This may look impressive, but what do[...]
What Type of Retirement Planner Are You?
Oct 04, 2021
Retirement planning has changed. A lot of companies no longer offer retirement savings plans that provide a reliable stream of income like pensions,[...]
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