James Socha-Financial Representative

09/02/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

08/31/2026

Feeling like your spending is out of control? Take a short break from non-essential expenses to reset your habits. Cutting back temporarily can reveal where you overspend and free up cash for savings or retirement. You might be surprised how quickly.

Temporarily cutting back on spending can help assess where you’re overspending.

08/28/2026

It’s not always easy to talk about money in a relationship. Check out these tips to help you start having open and honest conversations about your finances.

Not talking about money can cause serious problems in a relationship. With the right tools, you can overcome the money taboo

08/26/2026

How much does it really cost to own a home? It may be more than you think. Read about the hidden costs of home ownership.

How to factor a home purchase into your long-term financial strategy.

08/24/2026

Life in retirement can cost more than you think. From travel to health care to taxes, expenses don’t always go down. Plan smartly now so you can enjoy later.

People often think their expenses will decline in retirement. But that may not be the case.

08/21/2026

Do you know the difference between a global mutual fund and an international mutual fund?

Investors seeking world investments can choose between global and international funds. What's the difference?

08/19/2026

Planning ahead can help members of the sandwich generation enjoy time with aging parents while protecting retirement goals.

08/17/2026

The stock market has a long and storied history, from the Dutch East India Company to Wall St.

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

08/14/2026

As a business owner, you carry a lot of responsibility. What if something were to happen to you? Would your business survive? Protecting yourself in your personal life can help protect your business in the long term.

Protecting yourself in your personal life can help protect your business in the long term. 

08/12/2026

Children with special needs may need ongoing help after their parents are gone.

Planning for a child with special needs can be complicated, confusing, and even overwhelming.