Retirement Planning
Allen Giese, ChFC®, CLU®
The 5 Biggest FRS Retirement Mistakes

Watch this video to learn about the five biggest mistakes we see FRS Special Risk participants making.

Investment Management
Northstar Financial Planners Inc.
To Bit or Not to Bit: Investing in Crypto

Bitcoin and other cryptocurrencies are receiving intense media coverage, prompting many investors to wonder whether these new types of electronic money deserve a place in their portfolios.

Investment Management
Northstar Financial Planners Inc.
Tales from The Crypto: Cautionary Bitcoin ...

Bitcoin and related cryptocurrencies are the subject of much debate and fascination. Given bitcoin’s dramatic price changes, it is not surprising that many are speculating about its possible role in a portfolio.

Investment Management
Steve Tepper, CFP®, MBA
Trading into Stock Frenzies: A Lesson in ...

Forget GameStop. Here’s some real-life investing lessons to learn from fictitious company LameSlop.

Retirement Planning
Allen Giese, ChFC®, CLU®
The 3 Biggest FRS Retirement Concerns

Watch this video to learn 3 big issues for Florida Retirement System’s Special Risk participants.

IRA

2025 Retirement Contribution Limits: What You Need to Know

Are you maxing out your retirement contributions? Learn about the 2025 limits for IRAs, 401(k)s, SIMPLE IRAs, and more—including the new super catch-up for ages 60-63.

Using Asset Location to Pay Fewer Taxes

Learn how using an asset location strategy can help you minimize taxes on your investment portfolio. Discover which types of assets are best placed in taxable accounts versus tax-deferred accounts for maximum tax efficiency.