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Blog

Grandmother and granddaughter knitting together
Kenneth O’Leary | Sep 15, 2021

Retirement as a Single Woman

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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Group of young professionals in a meeting. They are in a casual office setting
Kenneth O’Leary | Aug 15, 2021

Money Management 101: Tips for Your Kids Entering the Workforce

Savings
If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s essential they know
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Tablet on a table with a coffee cup. On the tablet screen is several charts and graphs
Kenneth O’Leary | Jul 15, 2021

The Basics of Keeping a Balanced Investment Portfolio

Investments
Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like?
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Mother and daughter cooking and laughing
Kenneth O’Leary | Jun 29, 2021

Making the Most of Your Tax Return

Tax Planning
If you’re trying to decide where to spend (or save) it, here are some ideas for how to make the most of your tax return.
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Kenneth O’Leary | Jun 29, 2021

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
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Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Kenneth O’Leary | Jun 29, 2021

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
Kenneth O’Leary | Jun 29, 2021

Living the Dream: How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
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Pros & Cons Of 529 College Saving Plan | Surepath Financial Services
Kenneth O’Leary | Apr 5, 2021

The Pros and Cons of Investing in a 529 Plan for College

College
Savings
One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529 savings plan to consider.
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Selling Your Home After Retirement | Surepath Financial Services
Kenneth O’Leary | Apr 5, 2021

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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Dollar-Cost Averaging For Retirees | Surepath Financial Services
Kenneth O’Leary | Apr 5, 2021

The Risk of Reverse Dollar-Cost Averaging for Retirees

Retirement
Investments
What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed income?
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