Ways to reduce the risk of financial exploitation
I believe that protecting your financial well-being is a top priority. I’d like to share with you some recent research by the FINRA Investor Education Foundation, which highlights certain factors that can increase the risk of becoming a victim of financial fraud. The...
Saving for college
One of the most common questions I get as a financial planner is “What’s the best way to save for college?” While the choices include 529 plans, UGMA/UTMA accounts (also known as custodial accounts), pre-paid tuition plans, and even life insurance, today we will focus...
Be realistic in your estate plan
The most difficult (and rewarding) part of my job is helping people with their estate plan. As a planner, it’s my job to help guide you through your financial life, including college planning, investments, retirement, and lastly, estate planning. The challenge of...
Understanding Medicare
Since we frequently see those nearing retirement get confused about Medicare, I thought it would be a good idea to cover what it is and isn’t. In addition, we are holding a complimentary seminar with a Medicare specialist on Thursday, Sept. 25, at 5:30 p.m. You can...
The top questions to ask your real estate agent about the financing
Real Estate Matters While real estate agents have a great deal of practical experience in the finance realm, they are not mortgage lenders. That means that they are not able to give you specific advice about which mortgage to choose or how you should finance your home...
