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T.J. Spizzo CFP(r), CRPC

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Blog Posts

Calculating the Real Retirement Number

'How much money do I need to save to secure a comfortable retirement?'

Financial Considerations When Starting Your Own Small Business

If you’re thinking about starting a small business, it’s important to look carefully before you leap.

Assessing Your Risk Tolerance

Before you can identify which investments are well suited to your financial goals, you need to determine your risk tolerance.

Can You Turn Equity into Retirement Equity?

The long-struggling housing market is finally showing signs of recovery, giving many homeowners more equity in their properties.

Socially Responsible Investing

As the global climate change discussions heat up in Washington, many investors are paying attention to the impact of their investments on the environment and the well being of people around the world

Choosing a College with Finances in Mind

It’s the time of year when high school seniors across the country are making their final decisions about where they will attend college.

How Your Relationship Status May Affect Your Finances

Whether you said “I do” at the altar, entered a common law marriage, are in a domestic partnership or cohabit with your significant other, the laws about your financial rights and obligations vary.

Five Actions to Boost Your Retirement Confidence

Recent research* reveals many contradictions in the way Americans are thinking about and preparing for their retirement.

What’s in a Professional Designation?

Wondering what the different professional designations in finance really mean? The following overview can help. There are many different certifications that financial advisors commonly achieve

My 401(k) is Back to Pre-recession Levels – Now What?

Workplace savings plans such as 401(k)s and 403(b)s, have become a popular way to set money aside for retirement.

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