by Matt Hudak, AAMS®, CFP® | Jan 30, 2019 | CoCreate Services
It can be hard to figure out the best investment options for your retirement plan. In many cases the target date funds, the general default for most 401(k) plans, are less than ideal. If you have a workplace retirement plan, whether it’s a 401(k), a 403(b), or some...
by Matt Hudak, AAMS®, CFP® | Jan 30, 2019 | CoCreate Services
As a business owner, it’s hard to carve out time to work on your personal financial plan, and to-do list items like setting up employee benefits and creating ways to make an effective succession plan remain on the back burner until they are either imminent or it’s too...
by Matt Hudak, AAMS®, CFP® | Jan 30, 2019 | CoCreate Services
Your ability to live the life you want rests squarely on your shoulders. This is true in the present and in the future. Understanding this is key to leading a successful life, financially and otherwise. The short-form of a financial plan for someone who is in what we...
by Matt Hudak, AAMS®, CFP® | Jan 30, 2019 | CoCreate Services
Retirement means something slightly different to everyone. Traditionally, it means wrapping up your career and enjoying “the golden years”—riding off into the sunset. More and more, people have a new definition of retirement. They want to find fulfillment in a second...