Financial Advice

2 articles

When Several Investment Accounts Need One Strategy, John Mateyko Looks at the Full Portfolio

When managing multiple investment accounts, it's crucial to adopt a full portfolio strategy to identify unintended concentrations, duplications, or excessive risk. Coordinating these accounts involves looking beyond individual boundaries to understand the true allocation and purpose of each holding within a household's overall financial picture.

Sponsored by John Mateyko·September 2, 2026

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5 Essential Financial Planning Steps for Retiring Military (Expert Checklist from GLB Financial Services)

Financial planning for military retirement requires specialized strategies beyond just pensions and benefits, as many veterans face financial stress post-separation. This article outlines essential steps, including deconstructing military benefits and navigating life insurance decisions like SGLI to VGLI conversion.