Property and Casualty Insurance – It’s time to review!
Part of a solid financial plan includes ensuring that you and your belongings are properly covered in the event of a disaster.
Retirement Income Planning – The Unused IRA
Those with high balance IRA’s, 401(k)’s, and other qualified plans face one set of challenges while those with the bulk of their
Tax Vacation Window
There are one set of challenges for those who have the bulk of their money inside qualified retirement plans such as 401(k)’s
To retire, or not to retire? A journalist goes on quest to figure out what’s next
A fantastic conversation about how to think about retirement with former Philadelphia Inquirer columnist, Steve Levy. Worth a 36 minute listen!!!! Click
Retirement Income Planning – Maximize Tax Vacation Window
You have worked hard. You have contributed religiously to your 401(k)’s and other qualified retirement accounts over the years. You have significant
Should You Pay Off Your Mortgage
Interest rates for a 30 year mortgage have increased dramatically in the past nine months. We saw lows of 2.25% earlier this
VIDEO: 401(k) Contributions Pre-tax vs Post-tax
Today Chip discusses the most frequently asked questions related to 401(k) contributions. Should you use a ROTH or a traditional 401(k) account?
VIDEO: Best time to file for Social Security
Today Chip discusses how the most frequently asked questions related to Social Security- When to file for Social Security benefits? How will
Preparing for Long-Term Medical Care
Life goes fast and seems to speed up the older you get. It seems like just yesterday that you started your career
Retirement Accounts or Non-Retirement Accounts – Which is Better?
Investment contributions post-Secure Act – a micro study of whether it makes sense to contribute to retirement OR regular after-tax accounts. The
What to do after a parent dies – A complete guide with checklists
Table of Contents Death of a parent is difficult, here’s a summary of what to do and when The
VIDEO: Retiring soon? How much do I need to retire?
In the course of doing financial planning for clients. One of the primary questions that I’m asked is how much
VIDEO: How to prepare for a recession
There’s a lot of talk these days about whether we’re heading into a recession or not. You can’t open a
