Jay Fedak, CFP® CFP® @ Fedak Financial Planning| Core Planning, LLC May 29, 2026 By Jay Fedak, CFP® | Fee-Only Financial Planner, New Milford, CT Many people spend years asking themselves the same question: “Can I retire?” What often surprises me is that the answer has less to do with

By Jay Fedak, CFP® | Fee-Only Financial Planner, New Milford, CT One of the biggest misconceptions in retirement planning is the belief that there is some universal “magic number” that guarantees financial security. People often say things like: The reality is that retirement planning is not really about hitting a

Jay Fedak, CFP® CFP® @ Fedak Financial Planning| Core Planning, LLC April 17, 2026 By Jay Fedak, CFP® Fedak Financial Planning – A Fee-Only Fiduciary Planner One of the most common questions people ask is: “Is working with a financial planner really worth it?” The honest answer in most circumstances

By Jay Fedak, CFP®Fedak Financial Planning – A Fee-only Fiduciary Planner In Part I, we outlined several structural risks healthcare professionals face—areas that can quietly derail a financial plan if left unaddressed. But just as important are the opportunities. These are the areas that often go unnoticed—not because they’re unimportant,

By Jay Fedak, CFP®Fedak Financial Planning- A Fee-only Fiduciary Planner A simple way to understand where you stand today—without relying on uncertain projections. The most important first step in any client–planner relationship is not projections or strategy—it’s clarity. Where do you stand today, and where do you need to be?

By Jay Fedak, CFP®Fedak Financial Planning- A Fee-only Fiduciary Planner If you work in healthcare, there’s a high probability you’ve changed employers at least once. Between hospital systems, private practices, travel roles, and contract work, it’s common to accumulate multiple retirement accounts over time. Most of those accounts sit untouched

(Part 1 of 2- Next week- The 5 Big Issues That Can Destroy Your Plan) By Jay Fedak, CFP®Fedak Financial Planning- A Fee-only Fiduciary Planner If you’re a healthcare professional, you’ve likely spent years building toward a strong income—only to realize that financial clarity doesn’t automatically come with it. Between

A simple look at financial planning—and answers to many of the questions people have about retirement as it applies to Connecticut, and elsewhere. By Jay Fedak, CFP®Fedak Financial Planning- A Fee-only Fiduciary Planner OK, so what’s financial planning all about, and why should I care? For many people, articles like

By Jay Fedak, CFP®Fedak Financial Planning Retirement is finally getting close. After decades of working and saving, one of the most important financial decisions you’ll face is this: When should you take Social Security? Age 62? Full retirement age(FRA)? Wait until 70? The answer is VERY EASY if you can

Understanding how financial planners are compensated and why it matters. By Jay Fedak, CFP®Fedak Financial Planning So, you’ve finally decided it may be time to seek out some financial advice, huh? Well, it’s about time. But now the real question begins: where do you start? The internal dialogue starts to