Four Steps to Victory in Retirement
By Charles J. Lewandowski CFP®, MBA “If you don’t know where you are going, you might wind up someplace else” – Yogi Berra Like many Boomers, I have found a pastime to reduce stress and improve my health. For the last decade, my preferred outlet has been running. I have particularly enjoyed preparing for the area’s…
Read MoreOverweight in Company Stock? A Tax-Efficient Solution with a Feel-Good Chaser
By Charles J. Lewandowski, CFP®,MBA It’s a great time for successful executives to participate in the stock market. Unfortunately, one of the unintended consequences of the superior performance of the U. S. market is that many executives find themselves with large concentrations of company stock. This lack of diversification adds risk to a portfolio while…
Read MoreThree Reasons Why a SOLO 401k Makes Sense for Sole Proprietors in 2020!
By Charles J. Lewandowski CFP®, MBA Happy New Year business owners! As you close the books on 2019, you may be patting yourself on the back for taking your accountant’s advice by fully funding your SEP IRA. However, you would have liked to contribute more so you could reduce your tax burden or have a…
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