Jon Broska, AAMS™ on LinkedIn: 7 Helpful Tips for Living on a Budget (2024)

Our Senior Investment Strategist Mona Mahajan joined CNBC's “Squawk Box” to discuss the health of the U.S. consumer, recent inflation trends and portfolio positioning after the recent market volatility.Watch here: https://cnb.cx/4fWqb66

Simplified Employee Pension (SEP) IRAs can be an easy workplace retirement plan for any business to maintain. But how do you know if it's right for you? Read these considerations and then call me to discuss more.

Markets over the past week continued to recover from the previous week's sharp pullback. In our view, the backdrop of softer inflation and cooling but positive economic growth still points to a Fed that will likely begin cutting rates as soon as the September 18 FOMC meeting.

Explore whether and how election results might influence market trends and discuss whether you should consider adjusting your investment strategy. Watch this webinar live on Aug. 21 at 3 p.m. CT or on demand after.

Feeling uncertain how much you should be saving for retirement? We can tailor a unique strategy to help you live the life you envision. Check out these average savings benchmarks by age and then call me to plan a long-term strategy to help you get there.

One of the biggest retirement-related decisions you'll make is when to start Social Security. And it isn't one to take lightly – Social Security is one of the most valuable retirement assets you have.

For any investors that were looking the 2024 gift horse in the mouth, last week showed some teeth. We don't think the recent pullback should be patently dismissed, but panic is not the proper reaction either.

No one wants to be told how (or where) to live as they get older — but not talking about it could be even more consequential. Here are three common misconceptions on the "best places to live" in retirement.

Did you know that the total lifetime healthcare cost for someone with dementia is estimated at $392,874? Here are practical steps you can take to keep your brain sharp and potentially save thousands in medical costs.