January 2018 Newsletter

  • Senior Financial Planner, Joe Gaj, appeared on an episode of Lifetime’s Jamie & Doug Plus One which featured some of the financial planning considerations that individuals should contemplate with the birth of a child. While the episode segment doesn’t cover all the issues, be sure to click on the link in the article to watch this fun clip!

  • Going through a divorce is painful enough, but does anyone ever think, “Can I Afford to Get Divorced?”. Executive Vice President, Chris Schiffer was interviewed by CBS News’ Hazel Sanchez on the topic and he put together a high-level summary of how a financial planner may be of assistance.

  • With the passing of the Tax Cuts and Jobs Act many questions arose such as, “Are there new rules about borrowing from my 401(k)?”.  Brian Gregov provides an overview on the advantages and disadvantages. 2017 is going to be a tough act to follow.

  • The markets have picked up right where they left off and Senior Portfolio Manager, Gary Quinzel, gives his outlook for 2018 in this month’s Investment Commentary.


IN THIS ISSUE