There are tools that you want to put in place in your 20s so that you are prepared for your 50s and 60s. Planning you can do ahead of time allows to h...
10 Year End Finance and Tax Tips
Fall is an ideal time to examine your financial health and update your financial plans. Here is a list of important things to review that might make a...
6 Things To Do When Approaching Retirement
Debbie talks all things retirement. Retirement is something that we all start looking forward to mid way through life. However, many begin to feel unf...
8 Legitimate Tax Loopholes You May Be Missing
Today, we talk about taxes and retirement accounts and the relationship between the two. How do taxes affect different retirement accounts like a 401(...
6 Ways to Make College More Affordable
Today we have with us guest Paula Bishop. She is a CPA and Financial Aid for College Advisor. Her expertise is working with families to develop strate...
Preparing for the 2020 Medicare Annual Election Period
With guest Danielle Roberts. Medicare expert, Danielle Kunkle Roberts, is a founding partner at Boomer Benefits. She is a well-known professional in t...
Using an IRA to Build Wealth
Today we get into all things IRA:What is an IRA? What are the types?How does it affect people in different tax brackets?What are RMDs?Are there additi...
Guest Appearance - Peter Cedeno - Matrimonial Attorney in NY & NJ
On this episode we talk all things relationships: marriage, divorce, custody etc. Peter Cedeno deals with a lot of divorcing couples where the main co...
Last Stage of Retirement
Not sure what to do at late stage retirement? Debbie goes through the implications of your investments pre and post-death. There are important tax law...