by Ali Schweitzer | Aug 1, 2024 | Media Appearances, Uncategorized
Morning Blend on Mater Dei Radio: “Organizing Financial Records” Organizing your financial records is not just for your peace of mind, but for those taking care of your financials when you are unable to. There are a few things to consider when preparing...
by Ali Schweitzer | Jun 13, 2024 | 401k, Media Appearances, Money Tips, Retirement
Morning Blend on Mater Dei Radio: “Retirement Planning in Your 30’s” Your 30’s: The decade of competing priorities. You might be buying a house, starting a family, and more. Your job is also likely starting to solidify and increase in pay. Our...
by Ali Schweitzer | Jul 11, 2024 | Investing, Monthly Market Update, Newsletters
In our quarterly Economic & Market Update Newsletter, we separate the relevant from the noise, to bring you timely content that helps you on the path to and through retirement! 2nd Quarter 2024 Commentary Stock Market Update Stocks have been in a new bull market...
by Ali Schweitzer | Apr 11, 2024 | Investing, Monthly Market Update, Newsletters
In our quarterly Economic & Market Update Newsletter, we separate the relevant from the noise, to bring you timely content that helps you on the path to and through retirement! 1st Quarter 2024 Commentary & 2024 Outlook The economy and markets remained...
by Ali Schweitzer | May 28, 2024 | 401k, Media Appearances, Money Tips, Retirement
Morning Blend on Mater Dei Radio: “Plan for Retirement in Your 50’s” Planning for retirement in your 50’s! That’s what Brenda and Ashley Micciche discussed on a recent interview on the Morning Blend on Mater Dei Radio. Entering your...