Skip to main content
menu
  • Home
  • Our Team
  • Who We Serve
    • Retirement Plan Philosophy
    • Financial Planning
  • Resources
  • Blog
  • News
  • Contact
  • Links
  • Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

    Learn More Contact Us

Blog

Hand holding a bill with a red "Past Due" stamp on it

Debt and Retirement: Can You Handle Both?

Thom Shumosic | Dec 1, 2022
Categories
Retirement
A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop

Personal Finance Mistakes to Avoid

Thom Shumosic | Nov 1, 2022
Categories
Finance
Savings
A black and white image of a couple laughing

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Thom Shumosic | Oct 1, 2022
Categories
Savings
A couple working in their kitchen together

Family Business vs. Family Boundaries: Drawing the Line

Thom Shumosic | Sep 1, 2022
Categories
Family
Finance

MARKETS IN A MINUTE: RECESSION? DOES IT MATTER?

Thom Shumosic | Aug 9, 2022
Focused young woman shopping online on her laptop

Financial Planning for Young Professionals

Thom Shumosic | Aug 1, 2022
Categories
Investments
Finance
A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.

Understanding Your True Risk Tolerance

Thom Shumosic | Jul 1, 2022
Categories
Investments
Man in a graduation cap and gown

Repaying Student Loan Debt - 4 Tips to Get Started

Thom Shumosic | Jun 1, 2022
Categories
College

Markets in a Minute: Market Volatility

Kara Murphy | May 16, 2022
Two men sitting at a table and having a conversation

How Do I Know if a Financial Professional is the Right Fit?

Thom Shumosic | May 1, 2022
Categories
Finance

Markets in a Minute: Liquid Alternatives

Thom Shumosic | Apr 19, 2022
Two people having a picnic by a lake

How do I Start Planning for Retirement?

Thom Shumosic | Apr 1, 2022
Categories
Retirement

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 1
  • Page 2
  • Page 3
  • Current page 4
  • Page 5
  • Page 6
  • Page 7
  • Next page Next ›
  • Last page Last »

Let’s start a conversation!
Get in touch with one of our advisors to start on your path to financial freedom.

Let’s Chat

Get in Touch

FINRA http://www.finra.org/

SIPC http://www.sipc.org

https://brokercheck.finra.org/

Kestra

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. MidAtlantic Retirement Planning Specialists is not affiliated with Kestra IS or Kestra AS.

Kestra IS and Kestra AS do not provide tax or legal advice. Not all persons listed on this website are able to offer Securities and/or Investment Advisory Services.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872).

© 2025 MidAtlantic Retirement Planning Specialists. All rights reserved.