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Making The Most Of Social Security
Retirement Income-Enhancing Strategies
Podcasts
What’s Next? 7 Steps to Consider Now
2020 has been an extremely difficult year on many levels. Wild swings in the equity markets have rattled many investors. What should you expect moving forward? What can be done? In this episode of Planning Makes it Possible, Bill Reiner, CFP®, ChFC®, discusses 7...
Target Date/ Lifecycle Funds
Target Date or Lifecycle Funds have exploded in popularity in the last 10 years. Almost all retirement plans today offer some form of turn key asset allocation fund. What should you know about these funds before investing? Are there differences between them and what...
The Most Powerful Single Page in your Financial Plan
The most powerful one page in your financial plan is your beneficiary designation form! Often dismissed as simply a required necessity to open an account, the single page beneficiary form is a critical part of ensuring your funds pass how, when and to whom you want. ...
Leave it or Roll it.
Our topic today is Leave It or Roll it!? Which deals with what to do with your retirement plan when you leave your employer. It’s very common in our practice to work with clients who are transitioning jobs or, who have decided to retire. An important decision that...
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...
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.
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 one's...
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.
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.
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.
Tax Law Change w/Denise Neason, CPA.
In this episode we discuss the recent tax law change with CPA Denise Neason from Bee Bergvall & Co. Denise will share her insights into the most impactful parts of the tax law change and considerations clients can make to their finances to best prepare
Mortgage Basics with Rich Chiappetta
In our first Planning Makes it Possible Podcast we review some mortgage basics with Mortgage Professional Rich Chiappetta from Country Mortgage Group.
Blogs
Sharing Your Money Wisdom: How to have this important conversation with your kids
Have you had the money talk with your kids yet? This is a good time to start the conversation. Money is an important topic to address because, naturally, kids learn their personal financial values from their parents. As a parent, you are a primary influencer over...
Does It Make Sense To Pay Off Your Mortgage Early?
By Bill Reiner, CFP®, ChFC® Is there such a thing as good debt? Most of us know what bad debt is, but what exactly is good debt? Simply put, good debt is used for something with long-term value, something that increases your net worth, or something that helps...
Your 2021 Tax-Preparation Checklist
By Bill Reiner, CFP®, ChFC® No one enjoys tax season. In fact, in a recent poll, 20% of people said they were willing to get an IRS tattoo somewhere on their body in return for never having to do a tax return again. (1) That’s pretty drastic! But while completing your...
How To Make The Most Of Charitable Deductions Through Bunched Giving
By Bill Reiner, CFP®, ChFC® Charitable giving helps the causes that are important to us, while also helping to reduce our tax burden. And because of the difficult year 2020 has been for so many, you may be looking to give more if you’re able. But how and when you...
3 Ways To Prepare Your Teenager For Financial Independence
By Bill Reiner, CFP®, ChFC® Teenagers are not known for being logical and responsible, especially with money. But given the right tools and opportunities, the teenage years are an ideal time to set a financial foundation that will benefit your children for their...
Important Things To Know About Long-Term Care Planning
By Bill Reiner, CFP®, ChFC® There are certain things you don’t want to gamble with in life: your retirement savings, how you raise your kids, or your health. But if you’ve neglected to put a long-term care plan in place, you’re taking a giant risk. You might be saying...
Retirement Pitfalls To Avoid For Pharmaceutical Executives
By Bill Reiner, CFP®, ChFC® Many of us begin thinking about retirement and the steps we need to take to get there when we turn 50. Common considerations for most retirees include when to stop working, how much savings is enough to support you in retirement, and where...
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