Mastering your financial journey into retirement
Retirement is a significant milestone in one’s life, marking the end of a long journey of work and the beginning of a new phase of
May 7, 2024
Highlights
About Taylor Sohns MBA, CIMA®, CFP®
Taylor Sohns is the Co-Founder at LifeGoal Wealth Advisors. He received his MBA in Finance. He currently has his Certified Investment Management Analyst (CIMA) and a Certified Financial Planner (CFP). Taylor has spent decades on Wall Street helping create wealth.Experience
Taylor Sohns started LifeGoal Wealth Advisors and took 3 ETF's live on Wall Street. Before starting LifeGoal Wealth Advisors, Taylor Sohns worked for 10 years at Legg Mason Investor Services where he customized investment recommendations based on the unique needs of each of their clients.Education
Taylor Sohns graduated from Iona University with an MBA in Finance in 2012. Prior he graduated from Iona University with an Bachelors in Finance. Executive Advisory Board Member for Iona University LaPenta School of BusinessIona since 2022.Expertise
Took several ETFs live on The New York Stock Exchange. Homeowner Investment ETF (Ticker: HOM), Children Investment ETF (CHLD), Vacation Investment ETF (SUNY), LifeGoal General Conservative Investment ETF (SAVN) and LifeGoal Wealth Builder ETF (WLTH)Certifications
Certified Financial Planner (CFP) Professional from the CFP Board that was Issued Oct 2020 - Credential ID 24526320. Certified Investment Management Analyst (CIMA) in Investments & Wealth Institute that was Issued May 2019.
Retirement is a significant milestone in one’s life, marking the end of a long journey of work and the beginning of a new phase of
The Federal Reserve, the central banking system of the United States, recently issued a warning that has sent ripples through the financial world. The message,
The economic landscape is constantly shifting, and right now, it’s bracing for the impact of three significant inflation events. These events, largely driven by recent
Over the past 18 months, the stock market has been nothing short of a rollercoaster ride for investors. Fear has once again gripped the market,
Stagflation, a term that’s been buzzing around the financial world, is a complex economic phenomenon with significant implications for investors and the broader economy. It’s
The Federal Reserve, led by Jerome Powell, has been at the center of recent economic discussions. The focus has been on the Fed’s stance on
The iconic bell of the New York Stock Exchange (NYSE) has been a symbol of the financial world’s rhythm for the past century. Every Monday
High-income earners often find themselves in a conundrum when it comes to investing. While safe and reliable, traditional investment options like money market CDs, high-yield
Meta, the parent company of Facebook and Instagram, recently reported its earnings, causing a significant stir in the investment community. Despite beating earnings and revenue
The housing market, a significant indicator of economic health, has been undergoing a dramatic shift, particularly concerning millennials and Generation Z. Over the past three
To ensure we’re putting out the highest content standards, we sought out the help of certified financial experts and accredited individuals to verify our advice. We also rely on them for the most up to date information and data to make sure our in-depth research has the facts right, for today… Not yesterday. Our financial expert review board allows our readers to not only trust the information they are reading but to act on it as well. Most of our authors are CFP (Certified Financial Planners) or CRPC (Chartered Retirement Planning Counselor) certified and all have college degrees. Learn more about annuities, retirement advice and take the correct steps towards financial freedom and knowing exactly where you stand today. Learn everything about our top-notch financial expert reviews below… Learn More
