Interviews
Explore our resources to learn about potential ways you can optimize your finances heading into retirement.
Interviews
Articles
To Roth or Not to Roth, That is The Question
By Jason LaBarge, Financial Advisor and President of LaBarge Financial The average American worker feels they need almost $1.5 million to retire comfortably, and at least one study says here in Maryland you need a minimum of $1,120,208. “How do I even save that much money?” is a common question I hear. Saving in IRA’s…
Helpful Ways to Choose the Right Financial Advisor
By Jason LaBarge, Financial Advisor and President of LaBarge Financial The relationship between many people and their finances is troubling: More than half of Americans say they feel way behind where they should be with their emergency savings, almost 80% have admitted to feeling anxious about their financial situation and thanks to the worsening retirement…
Avoid Election Hype to Help Protect Your Finances
By Jason LaBarge, Financial Advisor and President of LaBarge Financial The stage is set for another Biden-Trump showdown in the 2024 U.S. presidential election. While there might be mixed reactions about the rematch itself, there is some concern among investors about what will happen with the stock market. Over half of surveyed investors say they’re…
AI is Here to Stay
Using AI to Level Up Your Financial Literacy Alexa, what’s the temperature right now? Hey Siri, set a timer for 10 minutes. Many of us enjoy the conveniences that AI-powered assistants provide us with everyday tasks. We love that Alexa and Siri can set a timer for us so we don’t burn our dinner or…
Retirement Checklist
So, you want to retire? Congratulations! That is the first step. Where do you want to go from here? As a retirement planner, you might imagine creating this pathway is in large part of what I do. It starts with reviewing your investment needs with your financial advisor. If you do not already have one,…
2024 Key Market Issues
3 key issues are impacting the market in 2024: the election, interest rate changes and military campaigns throughout the world. Are any of us ready for another Presidential election? I am not even referring to the candidates either. I am just referring to the election itself, the campaigning, and the aftermath. What impact will the…
Grateful
Just a quick note to offer some perspective on the (many) headlines floating around. There are plenty of things to be worried about right now, so I’d like to pause for a second to remember the abundance in our lives. Especially when so many folks are suffering. When the world stresses me out, I remind…
2023 Review
2023 is turning out to be a historical year for many different reasons. Who would have thought at the beginning of the year we would be worried about a Middle East conflict given what was happening in Ukraine. I pray for the people in that region that they can enjoy peace in the future. Other…
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