Lisa Bayer |

An Important note from Jaco Jordaan, CFP®, CFA, CRPS®, ChFC®, CAIA, EA, Opus Financial Solutions LLC

A little over a month ago, market indices were sitting at

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Lisa Bayer |
In this time of fear, uncertainty, and significant market volatility, we hope you find commentary from our newest Wealth Manager, Jaco Jordaan, CFP®, CFA, CRPS®
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Lisa Bayer |

Tens of millions of retired Americans collect Social Security, with more than 8 million disabled workers collecting benefits as well. But Social Security is

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Lisa Bayer |

In 2018, student loan debt in the U.S. reached $1.5 trillion. With a continued increase in college tuition, it's likely that even more young adults will be

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Lisa Bayer |

While many of us actively plan for retirement, only a small fraction of American workers actively plan for the possibility of becoming disabled. Before you

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