Episode 14 – Realtor Jayne Thorsen

Saving for a real estate purchase is a common objective we help our clients to plan for, and achieve. A new home, a rental property or maybe a vacation home are goals many of our clients are working towards. In this Episode of Planning Makes it Possible we talk to...

Episode 11 – Recent Market Volatility

In this episode we discuss the recent market volatility and the steps clients can consider in dealing with the short term fluctuations of the capital markets. Podcast: Play in new window | DownloadSubscribe: Android |...

Episode 8 – Medicaid Planning with Peter Gilbert

In Episode 8 with talk with Attorney Peter Gilbert from High Point Law offices on the nuances of Medicaid Planning. Peter discusses important elements of such planning including eligibility, qualifications and various considerations for families when faced with...

Episode 7 – The Basics of Life Insurance

In this episode we discuss the basics of life insurance with Frank Branca, Jr. from the Branca Rampart Agency. We cover concepts like determining an adequate amount of coverage, the appropriate type of coverage and why life insurance is such an important part of...