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Withdrawing from your 401(k) or IRA in a down market? What you need to know

Marketwatch By Alessandra Malito Published: May 26, 2022   “This year there is a lot more to consider and it depends on whether you need

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June 6, 2022

How To Turn Your $50K Salary Into a $1M Retirement Fund

GoBankingRates.com By Cameron Huddleston Published: May 23, 2022 “No one gets rich by saving in the bank,” said Byrke Sestok, a certified financial planner and

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May 23, 2022

Here’s where I bonds may work in your portfolio, according to financial advisors

CNBC By Kate Dore, CFP Published: May 3, 2022 “For my wealthy clients, this is a cooler place to park their cash reserves,” he said,

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May 3, 2022

Implementing Advice Based on “A Comparison of the Tax Efficiency of Decumulation Strategies” by Geisler, Harden, and Hulse – Written by Byrke Sestok, CFP®

“A Comparison of the Tax Efficiency of Decumulation Strategies” by Geisler, Harden, and Hulse was published in the March 2021 issue of the Journal of Financial Planning, and

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February 15, 2022

Opinion: When to listen to the stock market’s warning bell

MarketWatch By Brett Arends Published: January 26, 2022 “Selling when the S&P 500 falls below its 200 day moving average is a terrible strategy,” says

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January 26, 2022

Discipline Is The Most Important Part Of Saving For Retirement

International Business Times By Vern Hayden, CFP ® Published: December 1, 2021 There are no vaccinations to save us from taxes. However, some effective planning

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December 1, 2021

7 Ways to Live a Little in Retirement

AARP By Patricia Amend Published: November 29,2021 Understanding your relationship with money is a first step toward learning to spend appropriately, says Byrke Sestok, a

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November 29, 2021

People in this age group don’t mind marrying someone with debt

Marketwatch By Alessandra Malito Published: Aug 17, 2017 People in this age group don’t mind marrying someone with debt With student debt so high, it’s

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December 12, 2020
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We are proud recipients of the CERTIFIED FINANCIAL PLANNER™ certification. We are dedicated fiduciary retirement planners.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Independent Advisor Alliance, a Registered Investment Adviser. Independent Advisor Alliance, Rightirement Wealth Partners, and RWP Capital are separate entities from LPL Financial.

Advisors Associated with Independent Advisor Alliance may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and Investment Advisor Representatives of Independent Advisor Alliance; or (2) solely investment advisor representatives of Independent Advisor Alliance, and not affiliated with LPL Financial. Investment advice offered through Independent Advisor Alliance, and not affiliated with LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, FL, GA, MD, NC, NJ, NY, TX, VA.

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