Category: Financial Planning

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    5 Charts Showing the Strength of the Labor Market

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    5 Charts Showing the Strength of the Labor Market

    Last Friday, yet another strong payroll report was released with the headlines stating payrolls grew 263,000 in September and the unemployment rate fell to 3.5%.

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    Planning For Long-Term Care and Disability

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    Planning For Long-Term Care and Disability

    By Marc S Schliefer, CFP®️RICP®️, Wealth Advisor and CEO   A subject that is not too pleasant to talk about is disability and long-term care illness. It is something that you hope never happens to you or your family, but in real life things happen that can derail your plans for a norma …

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    7 Things to Know About the Historically Strong Fourth Quarter

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    7 Things to Know About the Historically Strong Fourth Quarter

    “You make most of your money in a bear market, you just don’t realize it at the time.” —Shelby Cullom Davis We all blinked, and it is now October.  This can be a good thing if you’re hoping for some higher stock prices. As this great quote by Shelby Cullom Davis above explains, it is …

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    Stop Overlooking These Valuable Workplace Benefits

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    Stop Overlooking These Valuable Workplace Benefits

    Kevin Oleszewski, CFP®, Senior Wealth Planner It’s hard to fathom, but there are a lot of employee benefits that people aren’t using correctly — or aren’t using at all.

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    10 Answers to Questions About the Bear Market

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    10 Answers to Questions About the Bear Market

    2022 has been historically difficult for investors so far, and it’s likely you have questions. We’re here to answer some of the most common questions we’re hearing nowadays.

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    Your Most Common Social Security Questions Answered

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    Your Most Common Social Security Questions Answered

    Chances are good we’ve all felt a bit like Rachel on “Friends” when she peruses her first paycheck in bewilderment and says, “Who’s FICA? And why’s he taking all my money?”

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    Claiming Your Social Security Benefits Early: When It May Not Pay to Wait

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    Claiming Your Social Security Benefits Early: When It May Not Pay to Wait

    Ryan Yamada, CFP®, Senior Wealth Planner We’ve all heard the conventional wisdom when it comes to claiming Social Security: you should wait as long as you can before claiming benefits. Wait right up to age 70, if possible. After all, that’s when you would get the greatest monthly benefit.

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    Which Medicare Plan Is Best for You?

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    Which Medicare Plan Is Best for You?

    Scott Budd, CFP® Senior Wealth Planner  Choosing the right Medicare plan is one of the most important decisions seniors are faced with. It’s also one of the most difficult. The health care system isn’t user-friendly to begin with. Stack all the Medicare options on top of that and you& …

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    How Much Do I Need to Retire? Planning for Your Unique Retirement Needs

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    How Much Do I Need to Retire? Planning for Your Unique Retirement Needs

    By Craig Lemoine, Ph.D., CFP®, Director of Consumer Investment Research “How much do I need for retirement?” It’s a question I often hear, and one that seems straightforward enough to tackle. Unfortunately, the answer isn’t quite so simple.

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    Paying for Health Care in Retirement

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    Paying for Health Care in Retirement

    By Ryan Yamada, Senior Wealth Planner    When putting away for retirement, we often dream about all the things we’ll be able to do with that money – traveling, going out to eat, maybe trying new hobbies. 

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