FINANCIAL LEARNING
Moving Into a Nursing Home Facility
What you and your loved ones need to know. At some point, someone you love may make the transition from living at home to residing at an...
Mind Over Money
Emotion often drives our financial decisions, even when logic should. When we go to the grocery store, we seldom shop on logic alone. We may not...
Planning Your Financial Future in Uncertain Times
It’s easy to feel elated by rising markets or discouraged by a sudden drop in prices. But what about erratic peaks and valleys? Rising waters may...
4 Year-End Tax-Savings Tips for SBOs
Four Year-End Tax Saving And Smart Planning Tips For Small Business Owners Your business is on track for another year of double-digit growth, and...
A Few Quick Steps for Improving Your Personal Finances
There are very few things that people delay more than taking steps to improve their finances. It’s cliché, but I frequently compare getting...
Hybrid Insurance Products with Long-Term Care Riders
With the cost of long-term care insurance rising, they are gaining attention. Could these products answer a financial dilemma? Many high net worth...
Do You Fear Spending Money in Retirement?
How to Prevent Fear of Spending From Spoiling Your Retirement If you've got enough dollars, resist "spendaphobia." Much of the advice on managing...
When Should I Take My RMD?
A common question we get every year is, “When should I take my RMD?” Those of you who will be 70 ½ this year will have to take your first “RMD”....
Financial Planning in Plain English: Addressing Common Financial Jargon
Every industry has its jargon. Those terms for people “in the know” that sometimes help streamline conversations. Here are a few important terms...
Do Our Attitudes About Money Help or Hurt Us?
We may need to change them to better our financial prospects. Our relationship with money is complex & emotional. When we pay a bill, go to the...
Business Succession Planning
An Owner's Guide To Creating A Business Succession Plan An exit strategy is how entrepreneurs and investors transfer ownership of their business to...
Managing Money Successfully as a Couple
Managing your own money can be hard enough, so throwing another person into the equation can make things downright chaotic, according to findings...
Free Online Tools to Calculate Your Social Security Benefits
These free tools will calculate your Social Security benefits When to claim Social Security is one of the most important decisions retirees can...
Should Your Home Be Placed Inside a Living Trust?
Why Should I Put My Home in a Living Trust? Life is short. And while no one wants to focus on the end, forcing yourself to do so can ultimately...
5 Financial Leadership Lessons for SBOs
Running a company is a constant source of new challenges. This is true regardless of how successful your company appears from the outside. It was...
Discover The 403b
This retirement plan allows teachers & employees of non-profits to invest for their futures. Does your spouse contribute to a 401(k)? You are...
How To Deal With Stress: Tips For Small Business Owners
“As much as you want to have everything work perfect in your organization, it’s probably not going to work perfect,” says Jim Sever President/CEO of...
Retirement Planning for Single Parents
It is a challenge – and it must be met. How does a single parent plan for retirement? Diligently. Regularly. Rigorously. Here are some steps that...
Reality Check: The Numbers
One million seconds is equal to how many days? 11.574 DAYS One billion seconds is equal to how many days? 11,574 DAYS or 31.71 YEARS One trillion...
Life Insurance Tip 34
In a two-parent household, both parents should have life insurance coverage, even if one of them does not work. If one spouse dies the money from...
A Portrait of Gen X Retirement Saving
Is this age group preparing adequately for the future? How would you guess Gen X is faring when it comes to retirement saving? Americans born...
Partnership Plans For Long-Term Care Insurance
Many states are assisting their residents to buy LTC insurance. A helping hand for a pressing need. With the baby boom generation maturing, numerous...
The Fiduciary Standard
What designations let you know that a financial professional will abide by it? The Department of Labor is introducing an important new rule...
Women’s Health Care Tab in Retirement: $79,000 More Than Men’s
The problem: Fewer financial resources to pay for it. A healthy 55-year-old woman on average will pay $79,000 more for health care over her...
12 Expert Financial Planning Tips For 2017
Many people will not achieve their financial goals in 2017 or even get started, leaving their future financial security up in the air. So decided to...
Is Starting Social Security Early the Best Way to Get the Most?
There are many software packages that will show different income scenarios from Social Security. One of the most popular scenarios is, “Which will...
Devious new scam has scammed grandparents out of thousands
SUFFOLK COUNTY, N.Y. (WPIX) — Roger, 80, invited PIX11 into the home he's lived in since 1959 and proudly showed us pictures of his seven...
Financial Planning Software
Through Slate, Disharoon, Parrish and Associates you can have access to a complex software that makes tracking your finances simple. Review your...
Estate Planning Tip: Creditor Protection for IRAs & Beneficiaries
Individual Retirement Accounts (IRAs) are great tax-deferred savings vehicles, but tax deferral isn’t the only benefit IRAs offer. One potential...
Value of Fee-Based Advisor
Why are more and more financial advisors fee-based? It comes down to philosophy. Advisors are increasingly choosing a business model that promotes a...