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Gear up for covering long-term care costs
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Navigating your Medicare Options
Jay Guyer
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The Three A’s of Retirement Income
Peter Longo
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An annuity income strategy during volatile markets

Peter Longo September 11, 2020

Having a financial plan in place for the good times and the bad is essential, especially as one approaches retirement.
Should I convert from a traditional IRA to a Roth IRA in a volatile market?

Jack Cintorino August 12, 2020

The lowering of tax rates prior to the coronavirus pandemic made it a good time to consider converting your traditional IRA to a Roth IRA.
Planning for retirement: What you should be doing now

August 11, 2020

While retirement may seem like a distant dream at this time, taking action now and making decisions with the future in mind can help you realize your retirement dreams when the time comes.
Determine how life insurance fits in your financial plan

August 10, 2020

Check it Out! When it comes to life insurance, you might feel like you have more questions than answers. Do I need it? If so, when should I get it? What kind makes the most sense? How much should I have?
Timing is everything: Using annuities as a retirement planning tool

August 6, 2020

Timing when you plan to retire is usually focused on your personal goals and circumstances. Market conditions or the economy often don’t play a part in the equation.
Looking for an alternative to a stretch IRA? Consider life insurance

Jack Cintorino July 30, 2020

Retirement account owners looking to lower tax bills for their heirs may be concerned that the opportunity to “stretch their IRA” is eliminated for most people now that the SECURE Act has passed.
Using insurance to help protect your income

Robert Wheeler July 30, 2020

Protecting that valuable asset is just as important as insuring your home or your car, when it comes to your family’s safety and security.
The seven smartest ways to pay for college

Michael Repak July 30, 2020

Senior Estate Planner, Mike Repak, discusses the best strategies to fund college education today and provides tips on how to save.
Prevent identity theft

July 30, 2020

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.
Why use life insurance in estate planning

July 30, 2020

Conversations about estate-tax planning and life insurance often go hand-in-hand. Why? Because life insurance can be a way to help loved ones pay for estate taxes, as well as to provide estate liquidity.

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Article Authors

Jeff Bowers

Marketing Analytics Manager
Michael Halloran

Equity Strategist
Timothy Herrera

Business Development Consultant
David Homa

Vice President & Financial Planner
Shurdonna Joseph

Assistant Vice President, Senior Financial Planner
Jessica Landis

Vice President & Head of Investment Solutions
Jerome F. Lombard, Jr

Executive Vice President, President, Private Client Group
Peter Longo

Regional Director
Joe McDonald

Senior Retirement Plan Specialist
Michael Repak

Vice President & Senior Estate Planner
Les Risell

Senior Retirement Plan Specialist
Martin Schamis

Vice President & Head of Wealth Planning
Ryan Shugrue

Director of Wealth Management Research
Jack Cintorino

Vice President & Senior Financial Planner
Debra Roey

Vice President, Retirement Plan Services Director
Jay Guyer

Vice President

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