Retirement is supposed to be enjoyable. But every day people make mistakes that derail their plans to live comfortably in retirement. Read about the most common pitfalls you can avoid.
Darren Zagarola, CFP®, CPA, PFS
How the Auto and Liability Insurances You Select Can Impact Your Financial Plan
Auto insurance and liability coverage are not as boilerplate as you might think. Both come with a variety of options that you need to be aware of. Not having the right coverage can impact your financial independence should an accident occur.
Property and Casualty Insurance: An often-overlooked part of one’s financial plan
P&C Insurance is a very important aspect of a comprehensive financial plan, and often overlooked. Not having it – or enough of it – can impact your financial future should an accident occur. Learn what you should look for inside your Homeowners Insurance.
Unusual Medical Tax Deductions You May Not Know About
Tax laws have changed, and in some cases popular deductions have been reduced and even eliminated. However, there are some unusual medical deductions you might not have considered.
7 Resolutions for Financial Success
It’s that time of year again, when we reflect on what is important to us, revisit values, and make resolutions. Consider what you can do to organize your financial life and achieve your long-term goals. Here are 7 realistic resolutions to get you started.
15 Money Moves to Make in 2019
Financial uncertainty is in the air, so here’s how to spend less, save more and invest smarter.
The Grass is Not Always Greener on the Other Side
Everybody wants to be in on the ground floor of the next big investment idea. This year, we’re getting a lot of questions about the Marijuana industry. With medical usage now legal in most states, and well-established companies looking to enter the industry, is this a slam-dunk investment opportunity? Let’s discuss.