Retirement Living and Health, Finance, Education, Vacations and more…
The Setting Every Community Up Retirement Enhancement (SECURE) Act of 2019 was passed in December 2019. In an era of a divided…
Mark S. Cardoza
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6 min read
Many people don’t have a comprehensive understanding of the role and responsibility of a fiduciary. Hopefully, this post will bring clarity to…
Mark S. Cardoza
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10 min read
You saved carefully and invested wisely. You believe your plans are in place, and your nest egg is in order. You feel…
Bonnie Friedman
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6 min read
When it was first announced that the new tax bill passed and taxes would be cut by about 25% for many, what…
Marcia Mantell
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6 min read
It is important to account for your long-term care insurance when making your retirement plans to ensure you are financially well protected…
Rick Pendykoski
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4 min read
What if I told you had your eye on the wrong ball? That your ladder of success was leaning against the wrong…
Rodger Alan Friedman
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5 min read
Although age aint nothing but a number according to a popular song by Aaliyah, when it comes to financial planning age is…
Professor M.A. Milevsky
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6 min read
When meeting with clients and preparing financial plans, long-term care, or “facing incapacity,” is by far the most difficult subject to bring…
Hans Scheil
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7 min read