How Your Money Mentality Should Change in Retirement
Retirement changes everything. Has your money mentality changed with it?
How Do I Get Started?
Click here to set up a call so we can learn more about each other and see if we are a good fit.
Your 2021 Guide to Year-End Charitable Giving
Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your 2021 contributions can create tax benefits for both you and your chosen charity.
Restricted Stock Units (RSU): Understanding Your Equity Compensation Options
When it comes to compensation, many companies now provide equity and stock-based benefits to their employees.
Social Security Benefits to Increase 5.9% for 2022 & Clarifying "Benefits Will Be Cut" Headlines
Social Security Benefits to Increase 5.9% for 2022 & Clarifying "Benefits Will Be Cut" Headlines
Sterneck Capital Q3 2021 Market Commentary
Medicare Open Enrollment Begins Oct. 15th. What Does That Means For Me?
Are you ready for Medicare's open enrollment? Here are a few changes you can make to your health coverage during this time.