“An investment in knowledge pays the best interest”….. Benjamin Franklin
Divorce is a transition in life that can have one of the greatest emotional and financial impacts on a couple. In this Episode of Widow and Wisdom attorney Liam Duffy of Rubin, Glickman, Steinberg and Gifford shares some prudent steps to take when considering a...
This Widow and Wisdom episode adds value to those looking to recreate or launch their careers. Sarah Miller of Sarah MillerPhotography shares how to use commercial photography to help establish and refresh your business profile, tips for having an engaging social...
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...
Talking finances while dating is often a taboo subject. In this episode of our Widows and Wisdom Series, life and dating coach Gayle Crist provides insight and guidance on how match your financial values in a new relationship.
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.
Donna Kendrick explores the many new trends in funeral planning. In this episode Kyle Tevlin, founder of “I Want a Fun Funeral”, shares her expertise in trending funeral options, planning, and costs.
In the premier episode of our Widows and Wisdom series, advisor Donna Kendrick address updating your estate documents now that you are single. Elder Law Attorney Mark Davis from the Law Offices of Michael S. Connor joins us in this episode to discuss estate documents...
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...
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...
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.
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...
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.
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.
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
In our first Planning Makes it Possible Podcast we review some mortgage basics with Mortgage Professional Rich Chiappetta from Country Mortgage Group.
I am a Grief Recovery Specialist, which means that I have been extensively trained in a program called the Grief Recovery Method® to help those process a loss in their lives. The loss does not have to simply be from the death of a spouse or loved one, it can be from...read more
One of my favorite follows on Twitter is the ‘You Had One Job’ account. The expression, of course, is used to describe missteps by those who simply had one thing to do and yet were unable to do it. Some of the recent posts include the box labeled limes, yet filled...read more
My mother was not even 21 when she married my Dad. He was a Philadelphia Firefighter, an immigrant, not wealthy by cultural standards. He did have a Corvette, which he traded in to buy their first house. He also had a stable job with predictable income, benefits and...read more
Recently I completed a book by author Charles Duhigg titled “The Power of Habit” ( Duhigg,2012). It was an interesting read about the structure and building blocks of habits and how our brain responds, both positively and negatively. One interesting discussion was...read more
As I write today the date is March 8th and it is a special day! Did I know how special when I woke up this morning? Nope. The day started early, wake up at 4:30 a.m. to take care of the pets and get a work out in on my basement elliptical while watching my...read more
This was the title of an article I read many years ago by Nick Murray. Nick is a financial expert and author of many books for the financial advisory business. The headline caught my attention and the recent performance of the markets reminded me of his piece. He...read more
Today is the four-year anniversary of my husband Greg’s sudden passing. As I sit here writing I reflect back on what had to be done in the hours after his death. The biggest decision was how do I tell the kids that their Dad is gone. What words do you choose for...read more
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