Blog | Peter Lazaroff

5 Common Scenarios That Call for Deeper Financial Expertise

Every financial situation is unique but there are specific scenarios that call for deeper financial expertise from an advisor.

The Art of Better Financial Recordkeeping & Why It Matters

While much of America sorts through and compiles what they need for a successful return this tax season, only a few taxpayers will think the process feels simple and relatively easy. How can you join their ranks? There’s one practice guaranteed to make the tax filing...

Individual Bonds vs Bond Funds: Which Should Be in Your Portfolio?

There are misconceptions about the use of individual bonds versus bond funds in your investment portfolio. Learn important differences between the two and the distinct disadvantages.

Should You Refinance Your Mortgage?

Mortgage rates are near historic lows, but there are many factors to determine if refinancing is actually a smart choice. Understand the numbers to crunch to determine if a refi may make sense and learn the hidden costs most homeowners don’t consider.

Investing By Age Series: Investing In Your 40s

By the time you’re in your 40s, you have probably established some financial goals, invested in your workplace retirement accounts, and set aside money for a rainy day. As you move into your peak earning years, here are four strategies to put in place in your 40’s to plan for your future.

Investing By Age Series: Investing In Your 30s

The right investment strategy to reach your goals shifts as you age. Your 30s are the time to begin building lasting wealth to meet life’s growing demands. Here are six ways to focus your investing strategy as you navigate your 30s.

Investing By Age Series: Investing In Your 20s

The financial decisions you make in your 20s are arguably more important than any other time in your life. With that in mind, here are the five most important things you should do in your 20s to set yourself up for financial success.

What Makes A Bad Financial Wellness Offering

U.S. employers offer benefits to attract and retain talent, with healthcare coverage, equity compensation, and retirement plans considered standard offerings at most companies. While this may seem like a win-win for everyone, not all of these wellness programs are created equal.

How to Minimize Regret with Your Investment Decisions

Major choices in life — choosing a life partner, deciding to have children, changing jobs — are all high-stakes decisions. They force you to set aside all possible futures except the one you ultimately choose. But what about how you invest? How do you minimize regret when it comes to financial choices?

What You Need to Know Before Lending Money to Family

It might be tempting to lend money to family members, but there are several important factors to keep in mind when considering an intrafamily loan. Here are three pointers to help you avoid any unnecessary drama.