Author: Jonathan W. Szostek

Jonathan W. Szostek

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

Recent Posts

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,[...]
12 Threats to Retirement Many People Aren’t Prepared For
Apr 19, 2021
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[...]
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