Kate Hennessy, Certified Financial Planner with AssetGrade, LLC, joins Jon Hansen to talk financial planning. They break down how listeners can maximize
By: Patrick R. Cote CFA, CFP®
When it comes to investing, many people are hesitant to put their money into the stock market or other investment vehicles
By: Kate Hennessy, CFP®
You have spent the past 30+ years accumulating assets and saving. But you ask yourself will I have enough money to retire? How can I
BY: Patrick R. Cote, CFA, CFP®
The SECURE 2.0 Act of 2022, the most recent tax legislation, covers a lot of areas. While most provisions are relatively minor
BY: Kate Hennessy, CFP®
A 529 plan is a tax-advantaged account that enables you to save money for education expenses. Do you have unused money in your 529 plan
Check out AssetGrade’s review of the markets in 2022. Cheers to a new year of health, happiness and prosperity!
BY: Kate Hennessy, CFP®
Having extra cash on hand may be rare with the holidays around the corner and the rise in inflation. However, if you
BY: PATRICK COTE
Tax loss harvesting is the practice of selling an asset in your taxable investment account that has experienced a loss and replacing it with a
BY: SUSAN POWERS, CFA, CPA, CFP®, CPFA®
A solo 401(k) plan is a great retirement savings vehicle for self-employed business owners with no employees, other