---
title: News  (5)
description: Offering you expert advice to help you prepare for your financial future.  (5)
---

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# News

## [The Road to Retirement: Benefits and Mindsets of Saving for the Golden Years](https://blog.cpsinvest.com/the-road-to-retirement)

<https://blog.cpsinvest.com/the-road-to-retirement>

#### By Derek M. Oxford | **CFP®, AEP®**Financial Advisor

 March 13, 2024

 Retirement may seem like a distant dream, especially for young individuals with a steady cash flow. However, the truth is that it's never too early to embark on the journey of saving and planning for...

[Read More](https://blog.cpsinvest.com/the-road-to-retirement)

## [Dividends and Buybacks: Strategies for Sustainable Income and Growth](https://blog.cpsinvest.com/strategies-for-sustainable-income-and-growth)

<https://blog.cpsinvest.com/strategies-for-sustainable-income-and-growth>

#### By Patrick E. Gauthier | **CFP®, MSAPM**Chief Investment Officer

 March 6, 2024

 You're likely familiar with the timeless financial adage: "Pay yourself first." It underscores the importance of prioritizing savings and investments. Yet have you assessed whether your investments...

[Read More](https://blog.cpsinvest.com/strategies-for-sustainable-income-and-growth)

## [Required Minimum Reading on RMD’s: For Owners and Beneficiaries](https://blog.cpsinvest.com/required-minimum-reading-on-rmds-for-owners-and-beneficiaries)

<https://blog.cpsinvest.com/required-minimum-reading-on-rmds-for-owners-and-beneficiaries>

#### By Eric J. Jackson | Financial Advisor

 February 28, 2024

 SECURE 1.0 made some initial progress in Setting Every Community Up for Retirement Enhancement by canceling the ‘stretch’ IRA payments for non-spousal beneficiaries and minimally raising the age on...

[Read More](https://blog.cpsinvest.com/required-minimum-reading-on-rmds-for-owners-and-beneficiaries)

## [Navigating Inflation, Earnings, and Market Volatility](https://blog.cpsinvest.com/navigating-inflation-earnings-and-market-volatility)

<https://blog.cpsinvest.com/navigating-inflation-earnings-and-market-volatility>

#### By Patrick E. Gauthier | **CFP®, MSAPM**Chief Investment Officer

 February 21, 2024

 Inflation and the Fed continue to dominate market discussions, albeit somewhat overshadowed by the AI frenzy. As always, we'll steer away from sensational headlines and delve into the data, aiming to...

[Read More](https://blog.cpsinvest.com/navigating-inflation-earnings-and-market-volatility)

## [5 Reasons You Should Organize Your Financial Information](https://blog.cpsinvest.com/organize-your-financial-assets)

<https://blog.cpsinvest.com/organize-your-financial-assets>

#### By Derek M. Oxford | **CFP®, AEP®**Financial Advisor

 February 20, 2024

 We all know how much work it can be to maintain our physical health. Watching what you eat, finding the time to exercise, and creating a workout routine — it can all feel a little overwhelming at...

[Read More](https://blog.cpsinvest.com/organize-your-financial-assets)

## [Three Easy Tax Tips for 2023 Filings](https://blog.cpsinvest.com/three-easy-tax-tips-for-2023-filings)

<https://blog.cpsinvest.com/three-easy-tax-tips-for-2023-filings>

#### By Sterling J. Searcy, Jr. | **CPA**Financial Advisor

 February 19, 2024

 Tax season, a period often met with mixed feelings, is upon us once more. As of January 23, 2024, the IRS has opened its doors to accept 2023 tax returns, with the filing deadline set for Monday,...

[Read More](https://blog.cpsinvest.com/three-easy-tax-tips-for-2023-filings)

## [Navigating 2024 | Uncertainty in the Economy and Opportunities for Investors](https://blog.cpsinvest.com/uncertainty-in-the-economy-and-opportunities-for-investors)

<https://blog.cpsinvest.com/uncertainty-in-the-economy-and-opportunities-for-investors>

#### By Patrick E. Gauthier | **CFP®, MSAPM**Chief Investment Officer

 February 7, 2024

 We are five weeks into the year, and I've already identified the recurring theme: uncertainty. Though investors don't often turn to Einstein for quotes, his assertion that "The only thing we can...

[Read More](https://blog.cpsinvest.com/uncertainty-in-the-economy-and-opportunities-for-investors)

## [Optimizing School Funding: A Guide to Financial Aid and Savings](https://blog.cpsinvest.com/financial-aid-and-savings-guide)

<https://blog.cpsinvest.com/financial-aid-and-savings-guide>

#### By Derek M. Oxford | **CFP®, AEP®**Financial Advisor

 February 5, 2024

 During the month of February, the higher education community celebrates Financial Aid Awareness Month. This is useful in navigating student aid across federal, state, and institutional platforms,...

[Read More](https://blog.cpsinvest.com/financial-aid-and-savings-guide)

## [Decoding Earnings Season | Understanding Company Performance and Future Projections](https://blog.cpsinvest.com/understanding-company-performance-and-future-projections)

<https://blog.cpsinvest.com/understanding-company-performance-and-future-projections>

#### By Patrick E. Gauthier | **CFP®, MSAPM**Chief Investment Officer

 February 2, 2024

 Earnings season is in full swing, the time has come for companies to make their pitch to investors. Have they performed as expected over the last 3 months, or has their business changed in some...

[Read More](https://blog.cpsinvest.com/understanding-company-performance-and-future-projections)

## [Defining Your Dreams & Creating Your Financial Goals](https://blog.cpsinvest.com/your-financial-goals-and-dreams)

<https://blog.cpsinvest.com/your-financial-goals-and-dreams>

#### By Derek M. Oxford | **CFP®, AEP®**Financial Advisor

 February 1, 2024

 As we enter the final week of October, we’d like to celebrate National Financial Planning Month by reminding you to make or review your financial plans. What is financial planning? Contrary to...

[Read More](https://blog.cpsinvest.com/your-financial-goals-and-dreams)

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