Mea Culpa is Latin for “through my fault,” or in more common lexicon, “I am sorry.” Let this story be my Mea Culpa to you, our...
Darren Zagarola, CFP®, CPA, PFS
The Rules of Personal Record Retention
I am often surprised at what weekly email blasts receive the most views. One of our more accessed articles is the Personal Record...
How Rising Interest Rates are Impacting Pension Decisions
As you near retirement, there are many decisions to make. For those lucky enough to have a pension, you must decide whether to take...
Avoid These 6 Common Money Mistakes Made by People in Their 20s
This article appeared on Barrons.com Retirement savers in their 20s can afford mistakes since even modest investments can grow into...
How Long You Should Keep Personal Financial Documents
Spring is Here. Here's How Long You Should Keep Financial Documents. Personal organization often takes the forefront when spring...
How Will the New Administration Impact Financial Planning?
I spend a decent amount of time commuting and enjoy listening to sports talk radio. The other day on my drive into Princeton, I was...
Permanent Life Insurance is Again a Crucial Part of Wealth Protection
The events of the past several years have made life insurance a key tool for wealth planning once again. The American Taxpayer Relief...
Resolve to be Prepared for the Unexpected
Good riddance to 2020. That is the overwhelming sentiment as the calendar changes to 2021. A new year brings new hope: successful...
How Your 529 Plan Can Help Your Grade School Kids
If you own a 529 College Savings Plan and need to fund private elementary and high school tuition costs, keep reading. In 2020, many...
Why You Should Include Digital Assets in Your Will
Estate planning rules have changed several times over the past decade. Examples of changes that may have impacted you include changes...
Don’t Rush Inheritance Decisions
The Great American Wealth Transfer is under way. Baby boomers expect to transfer more than $30 trillion to their heirs over the next...
10 Common Money Mistakes People Make in Their 50s
Once you enter your 50s, you are officially closer to retirement than the age when you started working. Retirement ceases to be a...