Quarterly Review – Third Quarter 2020
“It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness, it was the epoch of belief, it was the epoch of incredulity, it was the season [...]
Medicare: Understand Your Options and Meet the Deadlines
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 and Casualty Insurance: What You Need to Know
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 [...]
Should I Buy Long Term Care Insurance? It Depends…
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 [...]
Round Table Wealth Management Appoints Anthony Rosetti as Director, Wealth Advisor
Round Table Wealth Management proudly announces the hiring of Anthony Rosetti as Director, Wealth Advisor.
Retirement Plans for Solo and Small Law Firms
Utilizing the correct tax advantaged retirement plan program at a small or solo law firm is an important long-term planning decision for attorneys. There are many tax, recruitment, and succession planning benefits to utilizing the correct [...]
Quarterly Review – Second Quarter 2020
First, we hope you and your family are happy, healthy and enjoying some return to normal life. We have all come very far since the onset of the pandemic and our collective strength and resolve to continue safe habits [...]
Diminished Financial Security in a Coronavirus World: Insurance is One Way to Restore that Security
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 [...]
Top 7 Financial To-Do’s After a Divorce
Top 7 Financial To-Do's After a Divorce You have just signed your divorce papers and are now ready to put all the stress of the long and complicated process behind you. Emotions ranging from [...]
Working with a Fiduciary U.S. Expat Financial Advisor
Understanding the qualifications and model of service when receiving financial advice is critical. International financial advisors use different designations and follow different standards of client service. Not all models have the best interest of a client [...]