Author: Austin Lewis

Is My Investment Portfolio Properly Tax-Optimized?

It’s common knowledge that simply saving for retirement isn’t enough. Investing those savings can help your nest egg outpace inflation and grow exponentially to maximize your retirement potential. Read more…

How Much Life or Long-Term Care Insurance Do You Really Need?

A 2023 Insurance Barometer Study found a record-high number of consumers plan to purchase life insurance over the coming year. Undoubtedly, this increased demand is fueled by younger adults entering the workforce and starting families, two common times for policies to be started. Read more…

The Important Benefits of Fiduciary Financial Planners

You probably know what you are looking for in a financial planner: Someone who is honest, hard-working, ethical, and will always act in your best interests. In fact, you'd expect that to always be the case with financial planners...right? Read more…

Is It Time to Break up with Your Broker?

Chances are, you’ve heard of the impending Fiduciary Rule set forth by the Department of Labor. (If not – here is a brief summary). This new rule has started some important conversations on transparency and objectivity in the world of financial advice. It's also driven many Americans to rethink how Read more…

Lessons Investors Can Learn from Their Fantasy Football Teams

The 2016 National Football League season is finally here. Productivity nose-dives while friendly competition increases between friends as nearly 60 million people across the US and Canada begin their first week of fantasy football. Despite the difference in scale, financial markets and fantasy Read more…

Post-College Finances: What Recent Grads Need to Know

It’s that time of year. Universities all over the globe are sending their 2016 graduates out into the “real world. Unfortunately, post-grad life comes with some serious financial struggles. With unprecedented amounts of student loan debt, low wage growth and the new era of needing a subscription Read more…

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