by Salomon & Ludwin | Dec 27, 2023 | Client Resources, News
Jeremiah Winters, CFP®, CPWA®, CAP®, RICP® featured in MoneyGeek.com’s article, “The 401(k): Retirement Fund Basics” “I advise everyone to contribute to their 401(k), at least up to the company match, because any matching funds are like a pay increase. Don’t leave...
by Salomon & Ludwin | Dec 11, 2023 | News
Jeremiah Winters, CFP®, CPWA®, CAP®, RICP® featured in MoneyGeek.com’s article, “Insight on Financial Independence for Women” “I think the most unique financial challenges that women face are longevity risks coupled with the potential need for long-term care.” Read...
by Salomon & Ludwin | Jul 1, 2023 | News
David Staples, CFP®, CPWA® featured in MoneyGeek.com’s article, “Average Personal Savings of Americans” “Spending or saving every dollar is never a good idea since you are working and earning income. You should enjoy your hard work now but have a plan to save what is...
by Salomon & Ludwin | Jun 15, 2023 | News
David Staples, CFP®, CPWA® featured in MoneyGeek.com’s article, “How to Determine Your Debt Tolerance” “If a person finds themselves in a scenario where they are carrying debt over a period (such as credit card balances), it is important to create a plan...
by Salomon & Ludwin | Jan 24, 2023 | News
Kate Atwood, CFP®, CRPC® featured in MoneyGeek’s article, “Older Adults’ Guide to Income Streams and Money Management in Retirement” “Regarding retirement, there is no “one size fits all.” Retirement means something different to each person,...
by Salomon & Ludwin | May 11, 2022 | News
Dan Ludwin featured in Barron’s Article: “Retirees Face a Whirlwind Market. What Advisors Say They Should Do.”. To find this season’s best reads for wealth managers, Barron’s Advisor solicited recommendations from advisors across the profession. This week we ask: What...