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40s and 50s:
Peak Earning Years


Cybersecurity Podcast Episode

David Rath is joined by Cybersecurity Professional Bruce Cheney of Arctic Wolf, a leader in the Cyber security space. In this episode they discuss -Updates in the cybersecurity landscape -The importance of securing your data online, especially financial data -Steps you can take to ensure the safety of your data

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Focus on What You Can Control Podcast Episode

In this episode JT Cox and David Rath discuss the importance of focusing on what you can control vs things outside of your control. We discuss how focusing on areas outside of our control can distract us. Some areas clients should focus on include: -Your plan -How much you spend -How much you save -How you invest

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An Update on I-Bonds

Many folks took advantage of the high interest rates offered by Series I Savings bonds last year. If you are one of these we wanted to remind you of I-Bonds and when they mature so you can avoid potential penalties.

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