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
Reflecting on 2025: Finding Calm in the Market’s "New Highs"

Reflecting on 2025: Finding Calm in the Market’s "New Highs"

Reflecting on 2025: Finding Calm in the Market’s "New Highs"Ric Komarek, CFP®
Published on: 02/01/2026

2025 was a record-breaking year for markets despite the headlines. I break down the key lessons for retirees and how to stay disciplined in 2026.

EconomyFinancial PlanningMarketInvesting
Does Your Financial Pile Spark Joy? A Guide to Tidying Up Your Wealth

Does Your Financial Pile Spark Joy? A Guide to Tidying Up Your Wealth

Does Your Financial Pile Spark Joy? A Guide to Tidying Up Your WealthRic Komarek, CFP®
Published on: 22/12/2025

Is your home office overflowing with old statements and mystery envelopes? It’s time for some financial spring cleaning. Here is a simple guide on what to keep, what to shred, and how to organize your financial life for peace of mind

Financial Planning
Don't Just Watch the Fed: The Real Key to Understanding Mortgage Rates

Don't Just Watch the Fed: The Real Key to Understanding Mortgage Rates

Don't Just Watch the Fed: The Real Key to Understanding Mortgage RatesRic Komarek, CFP®
Published on: 10/10/2025

Confused why mortgage rates don't always follow Fed announcements? I'll show you the one indicator that gives a much clearer picture for your next home purchase or refinance

Financial Planning