Author: Jonathan W. Szostek

Jonathan W. Szostek

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

Recent Posts

What Retirement Might Look Like for Millennials
Dec 05, 2023
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[...]
A Financial Advisor’s 10 Tips to Reducing Debt
Oct 06, 2023
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 chain,[...]
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[...]