About Joy Zaykoski

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So far Joy Zaykoski has created 89 blog entries.

Introduction to ESG Investing

Environmental, social, and governance (ESG) investing has seen significant attention and growth. In this article, we will provide an overview of ESG and delve into the investing considerations.

2021-03-17T18:57:05+00:00Good to Know|

Do You Have an Exit Strategy?

Do you have an exit strategy for your business or career? Whether you are a corporate executive or a business owner, there will come a time when you want, or need, to transition to the next phase of life. Done in advance, this can be an optimistic process, it should define how YOU want to exit. As the plan develops, there will be reality checks and alternative paths to consider, but at this point it should be a framework of how you want the future to look.

Planning for Retirement

As financial planners we are often asked, “Will I be OK in retirement?” The checklist below illustrates different items to think about as retirement approaches, from ten years before to right after retirement begins. The earlier one starts planning for retirement, the more prepared one should be not only financially, but also emotionally.

2021-02-15T18:36:33+00:00Good to Know, Retirement|

Health Savings Accounts (HSAs)

With costs skyrocketing and employees paying more and more, the advent of high-deductible health care (HDHC) plans and health savings accounts (HSAs) has become a story worth blogging about.

2021-01-29T16:33:00+00:00Good to Know|

The Credit Freeze

This document explains what it means to freeze your credit, details the process of doing so, and answers some frequently asked questions.

2020-12-30T18:08:15+00:00Good to Know|

Checking Things Twice This Holiday Season

As advisors, we hear many stories about phone scams, identity theft, and cyber fraud, especially around the holidays. As we head into the final weeks of the year, we thought we would follow up with another reminder about staying alert to avoid potential scams. So, with many of us holiday shopping or needing to check online accounts as we take care of year-end to-do items, here are some important tips to remember:

2020-12-30T18:06:14+00:00Good to Know|
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