Prepaying Funeral Costs: Good or Bad Idea?

May 5, 2017 12:45 pm

I’ve been asked in the past for my opinion on prepaying for funeral expenses. First of all, this is not a fun topic for any of us to discuss. It is much more enjoyable to talk with clients about how they plan on travelling across the country in an RV, or how they will plan […]

Leading a Fulfilling Retirement: Volunteering

March 13, 2017 12:07 pm

Retirement means different things to different people. For the individual whose job included heavy travel all over the world, they might be looking forward to long days in their home. Maybe your career required no travel, so you are eager to travel the world. Whatever your idea of a successful retirement may be, it seems […]

Self-Employed Retirement Savings Opportunities

September 28, 2016 9:41 am

If you are self-employed, you have the potential to save a lot more in retirement plans compared to traditional salaried employees. On the other hand, you could have non-traditional financial pressures which may make it difficult to save consistently. It is vitally important that you pay yourself as you prepare for retirement. I highlight two […]

College Savings: Is a 529 Educational Savings Plan Right for Me?

July 25, 2016 9:37 am

There are many ways to save for your child or grandchild’s college education. I have found the 529 educational savings plan to be a great starting point for someone wanting to fund a future college expense.  Read on for some useful tips and considerations concerning these plans. What is a 529 Educational Savings Plan? The […]

Do you own an Umbrella Insurance policy? Do you need one?

April 26, 2016 9:37 am

Most of us are familiar with our homeowner’s policy and our auto insurance policy. (For some great tips on car insurance I invite you to view my colleague Chrissy Canapari’s blog post). We typically pay the premiums monthly, and if we’re lucky, do not have to put in a claim. However, when was the last […]

Protect Yourself or Someone You Love, Before it’s Too Late

March 3, 2016 9:07 am

March 6-12th has been designated National Consumer Protection Week. How will you celebrate? I will let you know how I am celebrating at the end of this brief article and will also offer a challenge to you. In the meantime, here are a few simple steps that you can apply to any situation. Step 1: […]

Long Term Care Insurance: Is it worth the cost?

December 15, 2015 11:41 am

The simple mention of the topic “long term care” usually evokes a flood of emotions with clients in my meetings. Those clients who have first-hand experience helping a loved one are very eager to learn more, and others who have not had that experience seem to want to brush right over the topic, seemingly upset […]

Changes to Social Security Benefits: Claiming Strategies Come Under Fire

September 29, 2015 11:49 am

The financial planning world was abuzz this week as the details of the newly proposed congressional budget legislation started to emerge. As I write this article, the legislation has not yet been passed, so- stay tuned for updates. The topic of focus has to do with Social Security and the elimination of a popular claiming […]

Inherited Accounts: Helping your Surviving Parent

September 3, 2015 12:01 pm

Your mom/dad is now ready to handle the finances after the death of their spouse; the assets have been properly inventoried, they have not made any large financial decisions, and it is now time to deal with the reality of their new financial future. They have called you to help them determine the best decisions […]