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...

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...

Understanding Long Term Care Planning

In this episode with speak with Victoria Beerer from Brance Rampart Agency on the importance of Long Term Care Planning and the role Long Term Care Insurance plays in your financial plan. Podcast: Play in new window | DownloadSubscribe: Android |...

Working with a College Coach

College planning is one of the most common goals our clients come to us seeking guidance and advice.   In this Episode we speak with Jake Rosen from Launchpad Coaching on the role a college coach can play in your college planning and search,  along with other...

Understanding Estate Planning

Estate planning is important for everyone, regardless of your wealth or standing in life. In this episode we talk with Attorney Michael Frisbie from Weber, Kracht and Chellew and the documents everyone should have as part of the estate plan. Podcast: Play in new...

Property Insurance Basics

Having adequate protection is a critical part of a comprehensive financial plan. In this episode we speak with Insurance expert Ron Martin from RMG on understanding the basics of property insurance and the role it plays in your financial plan. Podcast: Play in new...