Author

Author: Jon Szostek

When Most of Your Wealth Is Tied Up in One Stock

By Jon Szostek

If you’ve spent a career at a company with a strong stock plan, you may have arrived at a familiar and double-edged place: a large share of your net worth sits in a single stock. It’s a good problem in the sense that it usually means the stock did well. It’s a real problem in the sense that your financial security is now riding on one company’s fortunes — and often on a low-cost basis that makes selling feel expensive.

Older couple watching sunset from dock

12 Threats to Retirement Many People Aren’t Prepared For

By Jon Szostek

When it comes to retirement planning, there seems to be an unlimited number of variables to account for. Nevertheless, once you are aware of prudent financial habits and knowing which pitfalls to avoid, building wealth can become much easier.

The New College Graduate’s Guide to Investing

By Jon Szostek

Congratulations, graduate! You’ve made it through all the tough years of school, and now it’s time to set out on the rest of your life.

What Retirement Might Look Like for Millennials

By Jon Szostek

It may seem like the sky is falling for Millennials. Not only have individuals from the segment of the population born between approximately 1980 and 2000 had to endure the economic effects of the Great Recession with poor job prospects and lower wages, some also have mountains of student loan debt to deal with.

A Financial Planning Tip All Federal Employees (and Military Personnel) Should Know

By Jon Szostek

Employer-sponsored retirement plans are among the most useful financial tools that professionals can have. Of course, simply securing a job with a solid salary is a great thing, but many overlook the financial power of the retirement plan at their disposal, and how much it can help their financial future.