Cybersecurity and Retirement Accounts: What You Need to Know
Your retirement accounts—such as IRAs, 401(k)s, or pensions—represent decades of saving, investing, and planning for your future. They’re not just numbers on a screen; they’re your security net for retirement and a reflection of your…
Making the Most of Open Enrollment Season: A Financial Perspective
As fall arrives, so does open enrollment—a short but important window when you can review your health insurance and employee benefits for the upcoming year. While it may feel routine to click “renew” on your…
Break the Cycle: Smarter Money Moves for Real Life
Most Americans know the fundamentals of financial health: spend less than you earn, save regularly, invest wisely, maintain good credit, and plan for emergencies. Yet, just like with physical health, changing existing financial habits can…
The CLARITY Act: What It Means for Crypto Markets
In July 2025, the U.S. House of Representatives introduced the Digital Asset Market Structure and Clarity Act of 2025 (CLARITY Act)—a major step forward in defining the regulatory landscape for digital assets. The bipartisan legislation…
Navigating Retirement Pitfalls
Much is written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Some classic financial missteps have been known to plague retirees, too. Calling them “missteps” may be a bit harsh,…
4 Things To Consider If You’re Thinking Of Retiring Early
Sept 22, 2020 | Lena Rizkallah, JD, CRPC® Many people dream of retiring early. My neighbor has worked for the railroad since he was 23 years old, and at 53, he is now eligible to…
Cheat On Your Diet, Not Your Retirement Plan
Sept 14, 2020 | Lena Rizkallah, JD, CRPC® It seems that everyone is on some type of diet these days. Whether it’s no carb/high protein; high protein/high fat/low sugar; no sugar/no carb/no fat/no dairy/all bacon—it…
What’s in a number?
Sept 8, 2020 | Lena Rizkallah, JD, CRPC® At what age does middle age begin? Nowadays, many will argue that age ‘ain’t nothin’ but a number’ and ‘you’re only as old as you feel.’ Or…
4 Medicare Mysteries Explained
July 16, 2020 | Lena Rizkallah, JD, CRPC®, Conte Wealth Advisors Many people entering retirement are faced with mixed emotions: on the one hand, it is the end of one’s career and the beginning of…
CRUSH These 4 Retirement Uncertainties
July 06, 2020 | Lena Rizkallah, JD, CRPC®, Conte Wealth Advisors When I was a kid, the weeks leading up to the first day of a school year were the most exciting of the year. …
Mick Jagger is having a great retirement; 3 ways that you can too
June 24, 2020 | Lena Rizkallah, JD, CRPC®, Conte Wealth Advisors So guess what? The Rolling Stones was scheduled to go on tour in 2020 but due to the coronavirus had to cancel all their…
Show me the money!
It’s been a month since most states issued ‘stay at home’ orders to its citizens. Since then businesses have shut down, schools have closed, people have stopped hugging each other, and my mother figured out…