The allure of an early Social Security check is hard to pass up. Here is what it actually costs you. Zachary Mineur, CFA, CFP® in GOBankingRates | April 2026 Filing for Social Security at 62 feels like a win. But…
Do ETFs belong in a retirement account? Zachary Mineur, CFA, CFP® in GOBankingRates | April 2026 With U.S.-listed ETFs holding more than $14 trillion in assets as of early 2026, exchange-traded funds have become one of the most popular investment…
How much money do you actually need to retire comfortably? Zachary Mineur, CFA, CFP® in MarketWatch | April 2026 Four in 10 Americans say “how much money will I need to retire comfortably?” is their top question about retirement planning…
Should you retire early if you’re expecting a large inheritance? Zachary Mineur, CFA, CFP® in Kiplinger | April 2026 With nearly $124 trillion expected to change hands in the coming decades, many Americans are factoring inheritance into their retirement plans….
How do you protect your finances while supporting aging parents? Zachary Mineur, CFA, CFP® in MarketWatch | March 2026 Managing the financial strain of multigenerational living is a growing challenge for American families. Zachary Mineur was quoted in MarketWatch discussing…
CDs, Bonds, or Money Markets — How to Match Your Savings Vehicle to Your Risk Tolerance and Liquidity Needs Zachary Mineur, CFA, CFP® in MarketWatch | March 2026 Zachary Mineur was quoted in MarketWatch breaking down which savings vehicles make…
Why Money Is a Tool, Not a Goal: Building a Savings Strategy Around Your Financial Plan Zachary Mineur, CFA, CFP® in MarketWatch | March 2026 Zachary Mineur was quoted in MarketWatch discussing where savers are putting their money in 2026….
Retirement Savings Expansion, Workplace Plans & the $1K Match — Practical Money Moves After Trump’s 2026 State of the Union Zachary Mineur, CFA, CFP® in GoBankingRates | March 2026 Zachary Mineur was quoted in GOBankingRates discussing practical money moves Americans…
Independence Square Advisors announced Brenton Stransky has been recognized as its 2025 Advisor of the Year. This internal recognition highlights exceptional year-over-year revenue growth achieved during the 2025 calendar year, based on the firm’s internal business metrics and reflecting sustained…