Jack Cintorino November 12, 2019
It is said that it’s harder to get through retirement than it is to get to retirement.
Many retirees use Medicaid, a joint federal and state health care program, to cover medical and long-term care costs.
Michael Repak November 12, 2019
Senior Estate Planner Mike Repak explains how establishing an end-of-life health care plan can protect the value of your legacy.
November 12, 2019
If you participate in a traditional pension plan (known as a defined benefit plan) with your employer, you may receive monthly benefits from the plan after you retire.
Disability insurance pays benefits when you are unable to earn a living because you are sick or injured. Most disability policies pay you a benefit that replaces a percentage of your earned income when you can’t work.
For many, long-term care (LTC) insurance can help protect personal assets from a catastrophic illness. However, some may find LTC premium costs are too high to justify the expense for a benefit they may never use.
October 31, 2019
If you’re thinking about buying a stand-alone long-term care insurance (LTCI) policy, you might have another option.
At some point in your life, you’ll probably be faced with the question of whether you need life insurance.
One of the main reasons we buy life insurance is so that when we die, our loved ones will have enough money to pay off our remaining debts and final expenses.
Group term life insurance is simply term insurance issued to people who belong to a group that has a common interest or association, such as an employer, a trade, or a school affiliation. Premiums increase annually or in “bands” of three- or five-year periods.
Jeff Bowers
Marketing Analytics Manager
Michael Halloran
Equity Strategist
Timothy Herrera
Vice President & Director of Mutual Funds and ETFs
David Homa
Vice President & Financial Planner
Shurdonna Joseph
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
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
To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/