Think retirement is boring? Think again. Here’s what I learned after spending one week in Florida (and how it may impact my advice going forward).
Darren Zagarola, CFP®, CPA, PFS
The Rules of Personal Record Retention
Personal record retention is always a hot topic as individuals seek to downsize their homes or simply need to purge a closet. There are certain types of documents that need to be saved, and this article outlines the specifics.
How Rising Interest Rates are Impacting Pension Decisions
If you’re lucky enough to have a pension, you have some decisions to make. Will you take monthly payments or a lump sum? If the latter, when to take it is crucial to maintaining its value.
Avoid These 6 Common Money Mistakes Made by People in Their 20s
In your 20s, you can afford to make some money mistakes. Here are 6 common mistakes we see, and how you can avoid them.
How Long You Should Keep Personal Financial Documents
It’s important to keep a record of your financial world, but how long to keep certain financial documents is a common question. Here are some tips.
How Will the New Administration Impact Financial Planning?
The new Administration is sure to make changes that will impact financial planning. Here are our thoughts on what’s to come.
Permanent Life Insurance is Again a Crucial Part of Wealth Protection
Permanent life insurance is an important part of wealth protection planning. Learn how your policy can impact your retirement planning and more.
Resolve to be Prepared for the Unexpected
Many were caught financially unprepared in 2020. Here are some tips to help you better prepare for your future.
How Your 529 Plan Can Help Your Grade School Kids
529 Plans are typically used to pay for college. Now, however, parents are questioning if their Plan can help fund private school for K-12.
Why You Should Include Digital Assets in Your Will
Your Will probably details who gets all your stuff when you die. But have you considered what will happen to all your digital assets? You have more than you realize, and they need to be accounted for.
Don’t Rush Inheritance Decisions
Baby boomers expect to transfer $30 trillion to their heirs over the next several decades. Read these tips to ensure you manage your inheritance properly.
10 Common Money Mistakes People Make in Their 50s
You’re getting closer to retirement, and it’s time to put a plan in place. Here are some questions to consider and mistakes to avoid.