Financial Planning
6 Reasons To Revise Your Estate Plan As Soon As Possible
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While creating and having an estate plan is an accomplishment in itself, it is also important to maintain it. Periodically you should revisit your estate plan and make changes as needed.
For example, six reasons to re-check your estate plan:
- Divorce
- Re-Marriage
- Birth or Adoption of Children
- read the full article
Save with ABLE
Over the years, I have developed a network of other fiduciary financial planners. From time to time, I invite one of these individuals to contribute an article of interest. Today, Lauren Zangardi Haynes, CFP, CIMA of Evolution Advisers shares her thoughts about “Save with Able”. Lauren is a financial advisor in Richmond, […]
Understanding Financial Aid
Over the years, I have developed a network of other fiduciary financial planners. From time to time, I invite one of these individuals to contribute an article of interest. Today, Ann Garcia of Independent Progressive Advisors shares her thoughts about “Understanding Financial Aid” Ann is a financial advisor in Portland, OR.
Understanding Financial […]
How Bitcoin Works, Explained for English Majors
Over the years, I have developed a network of other fiduciary financial planners. From time to time, I invite one of these individuals to contribute an article of interest. Today, Joseph Alotta, CFP, and owner of Open Door Investments shares his thoughts about “How Bitcoin Works, Explained for English Majors” Joseph is […]
The Risk of Not Taking Risk
Over the years, I have developed a network of other fiduciary financial planners. From time to time, I invite one of these individuals to contribute an article of interest. Today, Michael J. Garry, CFP, JD/MBA and owner of Yardley Wealth shares his thoughts about “The Risk of Not Taking Risk” Michael is […]
A Review of 2016 Stock Market Results
Over the years, I have developed a network of other fiduciary financial planners. From time to time, I invite one of these individuals to contribute an article of interest. Today, Stephan Reh of Reh Wealth Advisors LLC shares his thoughts about 2016 Stock Market Performance. Steve is a financial advisor in La Verne […]
The How and Why of Your Net Worth
Over the years, I have developed a network of other fiduciary financial planners. From time to time, I invite one of these individuals to contribute an article of interest. Today, Phillip Christenson of Phillip James Financial shares his thoughts about The How and Why of Your Net Worth. Phillip is a CFA, Chartered […]
How To Get The Best, Affordable Health Care
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Frank Lalli author of Your Best Health Care Now, wrote his book in order to educate individuals on the right questions to ask, who to ask, and how to get discounts from doctors and insurance companies in regards to all things health care. Frank Lalli’s impressive resume of working for Time Inc., […]
Medicare Enrollment Help is Plentiful
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October 15th is the opening date that begins enrollment for individuals who will be signing up for Medicare and for individuals who must buy into or alter their supplemental Advantage or Part D prescription drug plans. Enrollment goes from October 15th – December 7th of 2016.
The purpose of open enrollment on October 15th […]
Money Moves To Make Right After You Find Out You’re Pregnant
Over the years, I have developed a network of other fiduciary financial planners. From time to time, I invite one of these individuals to contribute an article of interest. Today, Phillip Christenson of Phillip James Financial shares his thoughts about Money Moves to Make Right After you Find Out You’re Pregnant.
Congratulations! You’ve recently discovered that you […]
