Scott A. Gajda

Did staying closer to home in 2020 mean less spending? I can help you turn those financial silver linings into something you’ve been dreaming about. Let’s connect and go over these tips on maximizing your finances in January.

Investors should focus on long-term portfolio building rather than viewing markets as an asset-by-asset steeple chase.

In the new year, we want to help uncover your financial silver linings and take your goals to the next level. Your dreams are closer than you think, let’s make them happen in 2021. www.scottgajda.com

The stock market is risky, but avoiding markets entirely in retirement is risky, too.

Dollar-cost averaging can help smooth the impact of volatility and also instill positive long-term investing habits.

If one of your New Year’s resolutions is getting fit, this month’s deals could help.

Elections and unemployment figures will be key drivers for the first trading days of 2021.

Did you know that Americans savings accounts rose over $2 trillion between February and October of last year? COVID changed our spending habits and our priorities. It’s a good time to revisit your financial plan, and I can help. Let’s talk about your 2021 financial goals.

A new year means a new opportunity to live the life you want. Let's make a plan to give you a very happy new year. www.scottgajda.com

When it comes to retirement, one of the top questions I’m asked is How much money do I need? The answer varies for everyone but the one thing that remains the same is a solid plan to help you retire the way you want to retire. I’m here to help you get there.

If you’re looking to start a financial plan that can help you reach your goals, give us a call.

We often meet with our client’s children to help start them on the right financial track.

There’s never been a better time to review your goals and measure those against your financial plan. Whether it’s buying a home or saving for retirement, I’m here to understand your evolving financial picture, meet your needs of today, and plan for what’s next. If we haven’t connected in a while, let’s talk.

This #HispanicHeritgageMonth, we’re celebrating our Hispanic employees, advisors, and leaders who are vital to what we do.

It’s simple protection for your income through work, but it may not be enough.

Being ready for anything means protecting your family from the unexpected. I’m here to show you what kind, and how much, insurance you need to protect the life you’ve worked so hard to build for you and your family. Ready to learn more? Let’s take the next step and have a conversation.

Another person you can have a money conversation with? Your financial advisor.

If this is on your mind right now, let’s take a look at your financial plan together.

A potential solution if your school continues with distance learning.

Getting ready to get back into the workforce? Let’s talk about how this affects your financial plan.

When you get to retirement you’ll want savings in more than just a 401(k).

If you need help with your family’s financial plan, we’re here to help.