Did you do the all too common “set it and forget it?”

Original Published Date: September 6, 2022 In “Set It and Forget It” you chose a fund from the beginning and have been riding it out ever since, thinking you are doing what you are supposed to be doing because your advisor, if it wasn’t one of our financial planners, probably said you’re in it for […]
Planning for Retirement Utilizing Tax Minimization Strategies

How much savings is right for retirement, of course the more the better. This is so you don’t have to feel monetarily strapped at any point. To accumulate a comfortable retirement fund, the best place to start is to ensure we understand what we are planning for. Create your Custom Financial Plan with Boracchia Wiviott Wealth Partners Start […]