Wednesday Q&A: Should Venmo Be on Your Tax Returns?

Should Venmo Be on Your Tax Returns? Taxes are already complicated enough, but do you need to worry about Venmo or other money-transferring platforms? In this video, you’ll find out what a 1099-K form is and if you need one the next time you go to file your taxes! Do you have questions for Gregory?…

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Wednesday Q&A: When is the Proper Time to Retire?

When is the Proper Time to Retire? Are you concerned about what time you NEED to retire? Have no more worries because in this video Gregory explains his thought process on how to find YOUR ideal retirement age. Do you have questions for Gregory? Click the ASK GREGORY below and your question could be featured…

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Wednesday Q&A: How Will Rising Interest Rates Affect My Retirement?

How Will Rising Interest Rates Affect My Retirement? Are you worried about rising interest rates affecting your retirement? Join us for this video as Gregory and Nicholas discuss how rising interest rates and decreasing bond values can affect your retirement as well as how to help plan for it! Do you have questions for Gregory?…

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Wednesday Q&A: How Risky Should My Investments Be?

How Risky Should My Investments Be? Wondering what the yield is for Exchange Traded Funds or Collective Trust Funds? Which could pay off more in the long haul? Learn more about the differences between ETFs vs CTFs in this video! Do you have questions for Gregory? Click the ASK GREGORY below and your question could…

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Wednesday Q&A: Will vs. Trust, What’s the Difference?

Will vs. Trust, What’s the Difference? Knowing the difference between a will and a trust can help to make sure your property goes where you want it to go after you are gone!   Do you have questions for Gregory? Click the ASK GREGORY below and your question could be featured next! ASK GREGORY We’re…

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Wednesday Q&A: What Does a First Visit Really Look Like?

What Really Goes on in a First Visit? Want to know what happens when you come in for a 1st visit with our firm? Gregory and Brandon Bergeron, wealth advisor, talk through what to expect when you sit down with our team. Do you have questions for Gregory? Click the ASK GREGORY below and your…

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Wednesday Q&A: What Can I Do With My Roth IRA After 5 Years?

What Can I Do With My Roth IRA After 5 Years? Let’s talk timing. How long does my money have to stay in my Roth IRA? What can I do with my Roth IRA 5, 10, or 15 years after opening an account?   Do you have questions for Gregory? Click the ASK GREGORY below…

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Wednesday Q&A Roth Ira As An Alternative To Emergency Savings?

Roth Ira As An Alternative To Emergency Savings? Let’s talk about savings statistics. Do you fall into any of these categories? What are the latest options for alternatives to emergency savings? Do you have questions for Gregory? Press the ASK GREGORY below and your question could be featured next! ASK GREGORY We’re Here to Help…

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