This is the fifth blog in the Divorce and Finances series, addressing common questions I hear as a Certified Divorce Financial Analyst (CDFA) during the pre- and post-divorce process. This blog will address common questions about [...]
Here are several simple year-end tax planning ideas to consider before you ring in the new year to improve your personal finances.
Are you retiring soon, recently retired or nearing your 65th birthday? If so, you need to understand Medicare and the necessary steps you need to take to ensure proper healthcare coverage in retirement. Even if you don’t fall into one of the categories above, I’m sure you know someone who does… so keep reading!
Property & Casualty Insurance: What You Need to Know Property and Casualty insurance protects against loss related to things that you own (Property) as well as things that can happen to others because of [...]
Long term care is a topic that increasingly comes up in both the media as well as in conversation among friends, family and with financial advisors. As we live longer, we are more likely to need [...]
The Coronavirus pandemic has impaired the personal and business balance sheets of many clients and caused them to rethink their plans for the future. Uncertainty and a diminished sense of financial security have crept into plans [...]
Why Is an Insurance Review Needed? Permanent (cash value) life insurance can be a significant asset on a personal balance sheet—yet it is often the most neglected asset for two reasons. First, it is commonly misunderstood [...]
The financial services industry is attempting to move away from harmful sales practices toward more customer-friendly standards. Much has been written about the Securities and Exchange Commission's Regulation Best Interest adopted in June 2019 that governs the sale of investments. [...]
Are you retiring soon, recently retired or nearing your 65th birthday? If so, you need to understand Medicare and the necessary steps you need to take to ensure proper healthcare coverage in retirement. Even if you don’t fall into [...]
Life insurance can be an important component of a comprehensive financial plan. However, problems related to life insurance can arise for a variety of reasons: client needs and tax laws may have changed; policy performance may not have met [...]