Featured in the Media

“6 tips on saving for retirement when you don’t think you can” 

Josh Gallogly shares commonly available ways for savers to improve their retirement plan outlook.

“Rather than an adviser who operates under an assets-under-management structure – this ‘does not coexist with my plans’ – I prefer one simple, flat fee. Why is this so hard to find?”

Josh Gallogly casts light upon the inconspicuous nature of assets-under-management (AUM) fees clients pay their advisers who manage their money.

“Shouldn’t he have been on top of this?’ Our adviser told us he accidentally hadn’t charged us fees in 7 years and now we owe $18K. What gives?”

Josh Gallogly explains why it’s important to carefully consider whether to let advisers to deduct fees directly from your IRA.

“I’m 81 with $240k in mutual funds, no debt and living in a condo I’ve fully paid for. But am I ready for a major financial downturn?”

Josh Gallogly shows how a well-structured financial plan can guide smarter investing decisions.

“This is exactly how much Trump’s tariffs might cost you, new report finds. We hear there’s a 2-pronged way for consumers to deal”

Josh Gallogly outlines practical ways consumers can adjust shopping habits to save more money.

“’All they do is get my money.’ I’m afraid of financial advisers, but want money help. Now what?”

Josh Gallogly offers guidance on how to identify and choose a truly objective financial advisor.

“7 top reasons to save your money”

Josh Gallogly clarifies the mental health benefit of saving and a potentially positive, long-term outcome from it.

“How to make money with a CD this fall”

Josh Gallogly highlights strategies for managing cash more effectively.

“I’m 75 with $1.5 million invested. A big financial firm says they’ll charge me no advisory fees. On paper, it could save me $150,000 over 10 years. What gives?”

Josh Gallogly emphasizes the value of fee transparency and ethics in fee-only financial advising.