The habits we adopt in our lives, the things we do every day, are often indicative of the amount of personal and professional success we enjoy. CFN’s John Walker and Dennis Jablonoski discuss the habits of successful people and how good habits in various aspects of life can often translate into financial success.
Program Length: 24 minutes
As legislation resulting in the largest change to the retirement system in more than a decade becomes law, CFN’s John Walker and CPA Tim Joseph discuss the impact. They detail new rules regarding 401(k) offerings, required minimum distributions, age contribution limits, the stretch IRA, and more.
Program Length: 16 minutes
Now is the time to consider several last-minute tips that may benefit you for tax year 2019. John Walker and Cordasco Financial Network CPA Tim Joseph discuss several moves that may reduce your tax burden for this year.
Program Length: 26 minutes
CFN’s John Walker and Dennis Jablonoski take a look at recent equity market performances and talk about how the growth in equities has likely moved your investment portfolio out of balance. They discuss several rebalancing strategies you need to consider to ensure that your portfolio accurately reflects your investment goals and your comfort level with the amount of risk you are taking with your investments.
Program Length: 19 minutes