by Matt Hudak, AAMS®, CFP® | Jun 5, 2019 | Co|Create Resources
I believe every one of us is searching for significance and satisfaction in life. My work as a financial advisor has put me in contact with a lot of different people at differing levels of wealth and poverty, and I’ve become convinced of a simple truth: Success,...
by Matt Hudak, AAMS®, CFP® | May 3, 2019 | Co|Create Philosophies, Co|Create Resources
I believe every one of us is searching for significance and satisfaction in life. My work as a financial advisor has put me in contact with a lot of different people at differing levels of wealth and poverty, and I’ve become convinced of a simple truth: Success,...
by Matt Hudak, AAMS®, CFP® | Apr 21, 2019 | Co|Create Resources
This three part series of articles was originally written by Christa Hudak in November of 2016. Budgeting documents my financial growth. It is helpful to periodically evaluate where you are, where you have been and where you are going. If you don’t have a...
by Matt Hudak, AAMS®, CFP® | Apr 19, 2019 | Co|Create Resources
This three part series of articles was originally written by Christa Hudak in November of 2017. Budgeting relieves financial stress. A big source of stress is uncertainty. Simply not knowing where your money goes or what you will be able to afford is stressful. If you...
by Matt Hudak, AAMS®, CFP® | Apr 18, 2019 | Co|Create Resources
This three part series of articles was originally written by Christa Hudak in November of 2017. Truth be told, I am kind of an odd duck. I actually like to budget and I always have. There have been times when I did not like what I saw, but I have always liked to...
by Matt Hudak, AAMS®, CFP® | Feb 5, 2019 | Co|Create Resources
First of all, let me direct your attention to the CFP Board of Standards, for the best generic summary of what to look for in a financial planner. [click here to read it] Second. These articles about what you should look for in a financial advisor often leave much to...
by Matt Hudak, AAMS®, CFP® | Jan 30, 2019 | Co|Create Philosophies
One of our core philosophies is somewhat unorthodox, but it makes sense. Money has no value on its own. It’s paper, with some special ink, and cotton. In today’s financial world, it might only be a number on a hard drive somewhere recording your account balance. If...
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...
