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Helping you to reframe your financial decisions with foundational know-how.

What is the Retirement Bucket Strategy?
Retirement
Gabriel Katzner

What is the Retirement Bucket Strategy?

The retirement bucket strategy involves dividing retirement savings into three buckets or categories: short-term, intermediate, and long-term. This 3-bucket strategy can help retirees maintain cash flow throughout retirement and determine

what-to-do-once-youve-received-an-inheritance
Investing
Gabriel Katzner

What to Do Once You’ve Received an Inheritance

Imagine you have just received a substantial inheritance. Whether you anticipated receiving it or it was a complete surprise, it is important to consider how you will use this gift

Retirement Planning Checklist
Retirement
Gabriel Katzner

Retirement Planning Checklist

A preparing for retirement checklist can help increase your confidence when making this major life change. Many people approach retirement with a mix of emotions, including anxiety, excitement, and trepidation.

Tax Planning for Small Businesses
Small Business
Gabriel Katzner

Tax Planning for Small Businesses

As a small business owner, you know how important financial planning is to keep your business on track to be profitable and to experience stable growth. As the end of

Should you choose Roth or traditional 401(k) contributions?
Mortgages
Gabriel Katzner

Should you choose Roth or traditional 401(k) contributions?

Many employers offer Roth and traditional 401(k) plans to help their employees save for retirement. These individual retirement accounts (IRAs) are funded using payroll deductions. Understanding the similarities and differences

What is a Fixed Index Annuity (FIA)?
Investing
Gabriel Katzner

What is a Fixed Index Annuity (FIA)?

A fixed index annuity is a contract with an insurance company that enables a person to save tax-deferred money now in exchange for future income payments, generally after retiring. The

Passive vs. Active Portfolio Management
Investing
Gabriel Katzner

Passive vs. Active Portfolio Management

Depending on their financial goals and level of expertise, investors may choose a low-risk investment strategy to try to replicate the success of market benchmarks such as the S&P 500.