Mark Fonville, CFP®5 minWhat are Catch-Up Contributions, and Why Are They Important?One of the most common workplace benefits that employees often take for granted is their retirement plans or any other savings accounts...
Mark Fonville, CFP®3 minStock Market Volatility in 2018 and Your PortfolioU.S. stocks have been rising ever since the Great Recession ended. Along the way, there have been multiple times when companies have...
Mark Fonville, CFP®7 minHow to Avoid Estate Taxes with a TrustKnowing how to avoid estate taxes with a trust is paramount to successfully transferring your hard earned wealth to your heirs. The...
Mark Fonville, CFP®4 minHow to Reduce Prescription Drug Costs with Medicare Part D 2019 Open Enrollment ConsultingDid you know that October 15th, 2018 through December 7th, 2018 is the annual open enrollment for Medicare Part D coverage for 2019? If...