Could You Have Missing Money Waiting for You? A Quick Guide to Unclaimed Property

Could You Have Missing Money Waiting for You? A Quick Guide to Unclaimed Property

Could You Have Missing Money Waiting for You? A Quick Guide to Unclaimed PropertyRic Komarek, CFP®
Published on: 08/05/2026

Did you know the state is holding billions of dollars in forgotten funds?

Financial Planning
Beyond the 401(k): Expanding Your Retirement Tool Belt

Beyond the 401(k): Expanding Your Retirement Tool Belt

Beyond the 401(k): Expanding Your Retirement Tool Belt Ric Komarek, CFP®
Published on: 07/05/2026

Building your financial house takes the right tools! Let’s explore your retirement account options

Retirement
Weathering the Headlines: Why Staying Invested is Your Strongest Defense

Weathering the Headlines: Why Staying Invested is Your Strongest Defense

Weathering the Headlines: Why Staying Invested is Your Strongest DefenseRic Komarek, CFP®
Published on: 22/04/2026

With recent market swings and geopolitical news, it’s easy to feel anxious. Here’s a look at why staying invested—and not missing the market's best days—is the smartest way to protect your retirement plan

RetirementMarketInvesting
Demystifying Medicare: How to Protect Your Financial House from Surprise Healthcare Costs

Demystifying Medicare: How to Protect Your Financial House from Surprise Healthcare Costs

Demystifying Medicare: How to Protect Your Financial House from Surprise Healthcare CostsRic Komarek, CFP®
Published on: 15/04/2026

Healthcare is often the biggest wild card in retirement. Let's break down Medicare basics, avoid the dreaded IRMAA cliff, and build a strong moat to protect your life's savings

insuranceHealthMedicare