Thriving during adversity
January 26, 2021 - Peter AlepraAs the New Year begins, by realizing we have overcome months of adversity, this provides a roadmap for dealing with any new challenges in front of us.
Read moreThe process of comfort based planning
January 20, 2021 - Peter AlepraThe Process of Comfort Based Planning starts with a customized plan...by identifying risk and return expectations along with your overall life goals.
Read moreApproaching retirement in today’s world
September 28, 2020 - Peter AlepraThe coronavirus pandemic has forced many older workers to reassess their careers and how they view retirement. People who are fortunate enough to be….
Read moreDealing with short-term market volatility
September 18, 2020 - Peter AlepraOver the last few months, we’ve become far too accustomed to it. Stocks down triple digits one day and up the same amount or more the next day….
Read moreThe plan is the path
September 8, 2020 - Peter AlepraNo one planned for this - having a financial plan with mechanisms in place will help you get through these uncertain times due to the coronavirus and ongoing market volatility.
Read moreThe emotional transition to retirement
August 4, 2020 - Peter AlepraMost people focus on preparing financially for retirement, but the emotional aspect of retirement should not be overlooked.
Read moreThe Reasoning Behind Common Investor Mistakes
July 22, 2020 - Peter AlepraAt some point, most of us have committed a costly investor mistake...understanding why we do these things may help avoid the typical investing pitfalls.
Read moreDaily Habits for Your Health and Finances
July 10, 2020 - Peter AlepraWhen my clients describe their ideal retirement, the most common responses are “healthy”, “comfortable“ and “secure.” Typically most successful retirees find ways to align.
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