An investment in knowledge pays the best interest”….. Benjamin Franklin

Making The Most Of Social Security

Retirement Income-Enhancing Strategies


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.


Does It Make Sense To Pay Off Your Mortgage Early?

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...

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Your 2021 Tax-Preparation Checklist

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...

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Important Things To Know About Long-Term Care Planning

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...

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