Author: Jonathan W. Szostek

Jonathan W. Szostek

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

Recent Posts

A Financial Advisor’s 10 Tips to Reducing Debt
Nov 30, 2020
It might start out fairly innocent – a credit card purchase for $500. But if left unchecked, a small portion of debt can grow into a ball and[...]
A Financial Planning Tip All Federal Employees (and Military Personnel) Should Know
Oct 12, 2020
Employer-sponsored retirement plans are powerful financial tools. Of course, simply securing a job with a solid salary is a great thing, but many[...]
What Retirement Might Look Like for Millennials
Jun 01, 2020
It may seem like the sky is falling for Millennials.
The New College Graduate’s Guide to Investing
May 04, 2020
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[...]
3 Reasons DIY Investors Should Seek Regular Advice
Apr 13, 2020
If you’re a DIY investor, it stands to reason that you have some pretty good technical knowledge about how the markets work and why it’s a good[...]
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,[...]