Ask the Advisor: Money Moves to Make in Your 40s

By Sander Tom, CFP® 

Sander Tom is a Certified Financial Planner with SchoolsFirst FCU.

According to a recent survey conducted by the Employee Benefit Research Institute, American workers who invested in an employer-sponsored retirement plan or individual retirement account, or IRA, said they saved more and felt less stressed. Here are some smart moves to help you save more and protect your family and assets. Continue reading

Ask the Advisor: Should you Hire a Professional Trustee?

By Sander Tom, CFP®

Sander Tom is a Trust Liaison Officer/Financial Advisor with more than 30 years of experience in the financial services industry. Over this time, he has developed a deep understanding of investing and its powerful impact on a person’s life. 

Everyone knows how important good instructions can be—whether you’re trying to master a new recipe or navigating a computer program. Yet how many of us have instructions in place to protect our finances and family if we become incapacitated or pass away?

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