Educational Insights

Our educational insights cover a variety of topics to help you better address your financial needs and implement your financial plan, with strategies and solutions that may help you meet your financial goals.

  • Recover from an email hack

    November 25, 2021

    Check it out: Everything is a little easier when you have a list of steps to help you accomplish your objective. Here are some things you can do

  • 7 Strategies to Consider Before Applying for Medicaid

    Jack Cintorino November 24, 2021

    Many retirees use Medicaid, a joint federal and state health care program, to cover medical and long-term care costs. Here are some strategies to consider before you apply.

  • Tax-Smart Charitable Gifting Strategies

    Laura Medigovich November 24, 2021

    Take advantage of the current tax rules to support the charities you care about and save on your taxes at the same time. Here are a couple of noteworthy strategies to consider.

  • Limit The Impact Of The Wash Sale Rule

    Jay Guyer November 23, 2021

    The wash-sale rule was designed to discourage investors from selling securities at a loss simply to claim a tax benefit. Here are various techniques to navigate around this rule

  • Prevent Phishing Attacks

    November 23, 2021

    Check it out: Everything is a little easier when you have a list of steps to help you accomplish your objective. Here are some things you can do to avoid being scammed through fraudulent emails.

  • Which Programs Should You Consider To Cover Health Care Costs?

    Jack Cintorino November 22, 2021

    It is said that it’s harder to get through retirement than it is to get to retirement.

  • Living In Retirement: Staying On Track & Making Your Assets Last

    November 11, 2021

    Congratulations—you’ve made it to retirement! As you enjoy this phase of life, maintaining your lifestyle and protecting your assets depends on decisions and actions you put in place now.

  • Tax Deferral Strategies For Employer Stock In A Qualified Retirement Plan

    Jay Guyer November 10, 2021

    If you participate in a 401(k), or other qualified retirement plan that lets you invest in your employer’s stock, consider the tax deferral opportunities of net unrealized appreciation.

  • How Covid-19 Can Help You Rethink Long-Term Care

    Robert Wheeler November 2, 2021

    You’ve probably heard the sobering statistic that 70% of Americans over age 65 will need some type of long-term care (LTC) during their lifetime.

  • Important planning considerations: insurance & long-term care

    Peter Longo October 20, 2021

    When the topic of financial planning is raised, people’s thoughts tend to immediately focus on saving, investing, and ultimately generating income in retirement. While these are certainly critical components of building a solid financial foundation, so too are strategies for protecting your income and assets from the unexpected. Have you considered the importance of insurance and long-term care as part of your financial plan?

Article Authors

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