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3 Reasons Why a Financial Professional is Better than the Do-It-Yourself Approach

Submitted by STAR Financial Solutions, Esther Halt on July 6th, 2020

When it comes to managing your personal finances, paying someone else to decide where to put your money may feel counter-intuitive. After all, who knows and understands your financial needs and goals better than you? Well, the truth is that a financial professional is far better suited to the task.

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9 Important Details About Early Retirement Plan Rollovers

Submitted by STAR Financial Solutions, Esther Halt on July 6th, 2020

You’re probably aware that there are many options for retirement planning including 401(k)s, IRAs, Roth IRAs, and more. Some of the more common plans are employer-sponsored ones like 401(k)s, 403(b)s, and 457(b)s.

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DONATING ASSETS TO CHARITY

Submitted by STAR Financial Solutions, Esther Halt on June 24th, 2020

Esther Kuznetz discusses the benefit of donating stocks and other assets to charity.

ARE WE DONE YET?

Submitted by STAR Financial Solutions, Esther Halt on June 10th, 2020

Esther Halt discusses if we should start adding some risk to our portfolios and looking forward in the markets.

I HAVE A 401(K) AT MY OLD JOB!

Submitted by STAR Financial Solutions, Esther Halt on May 20th, 2020

Esther Halt discusses what to do with your 401(k) after you leave your job.

I NEED MONEY!

Submitted by STAR Financial Solutions, Esther Halt on May 5th, 2020

Esther Halt discusses where to take money from and what might be the benefits or pitfalls of taking it from one place or another.

WHO CARES?

Submitted by STAR Financial Solutions, Esther Halt on April 20th, 2020

Esther Halt discusses The CARES Act and how it might impact your IRA/401(k) contributions and distributions, as well as some new student loan provisions.

ARE WE THERE YET?

Submitted by STAR Financial Solutions, Esther Halt on April 3rd, 2020

Esther Halt discusses Where the “bottom” might be and why it might be sooner than later.
 

SURVIVING THE CRASH

Submitted by STAR Financial Solutions, Esther Halt on March 20th, 2020

Esther Halt discusses the silver lining and opportunities that could be coming soon.

CORONAVIRUS AND THE MARKETS

Submitted by STAR Financial Solutions, Esther Halt on March 10th, 2020

Esther Halt discusses how coronavirus is affecting the markets.

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2970 University Parkway
Suite 200
Sarasota, FL 34243
  •  Tel: 941-357-1390
  •  Fax: 941-803-1697
  •  esther@starfinancialsolutions.com

Important Disclosures

 

Form CRS          The Investment Center, Inc.

 

All securities offered through The Investment Center, Inc. Bedminster,NJ- Member FINRA/SIPC. Advisory Services provided through IC Advisory Services, Inc.-An SEC Registered Investment Advisor. Esther Kuznetz, Peter Borho and Cheryl Fainelli are registered representatives of The Investment Center, Inc. STAR Financial Solutions is not affiliated with The Investment Center, Inc. or IC Advisory Services, Inc.

Esther Kuznetz is Registered to sell securities in the following states: FL, GA, IN, MI, NJ, NM, NY, OH, PA, SC
Esther Kuznetz is Registered with IC Advisory Services in the following states: CO, FL, GA, KY, ME, MA, NJ, NY, NC, OH, PA, SC, TX

Peter Borho is Registered to sell securities in the following states: FL, CA, CO, CT, KY, MI, MO, NH, NY, OH, TN
Peter Borho is Registered with IC Advisory Services in the following states: CO, FL, IL, MO, NY

Cheryl Fainelli is Registered to sell securities and is Registered with IC Advisory Services in FL

 

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