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Video - 4 Risks to Manage During Retirement
Are you retired and unsure of the risks that lie ahead? In this episode Financial Advisors Rose Price, CFP® AIF and Chris Mellone, CFA CFP® talk through some of the risks associated with retirement. Do you have enough budgeted...
Read MoreVideo - 3 Thoughts on Market Pullback
The market has performed phenomenal over the last decade, are you concerned about a pullback? In this episode Financial Advisors Rose Price, CFP® AIF and Chris Mellone, CFA CFP® discuss the cyclical nature of pullbacks, how to...
Read MoreVideo - Claiming Social Security After a Divorce
Are you divorced and concerned about claiming your social security benefits? In this episode, Chris Mellone, CFA CFP® and Sarah Avila CFP® CDFA® discuss scenarios in which you will be able to claim these benefits off your...
Read MoreVideo - 2021 Tax Updates: How to Navigate the New Child Tax Credit
Did you know Congress made adjustments to the Child Tax Credit for the year 2021? In this episode Chris Mellone, CFA CFP® and Sarah Avila CFP® CDFA® discuss the adjustments made to the tax credit. Ranging from claim date,...
Read MoreVideo - Post-Graduation Financial Tips for Gen-Z
Congratulations new graduates! Whether you’re heading to college or entering the workforce, you’ve been exposed to numerous educational topics over the years. One area not taught in detail, however, is understanding...
Read MoreVideo - Advisor Quick Takes: Market Outlook 2nd Quarter 2021
With stimulus and pent-up consumer demand from the easing of covid restrictions leading to money “coming off the sidelines”, markets have seen an upwards shift so far in 2021. As the economy starts to stabilize, what...
Read MoreVideo - What is a CDFA?
Join Advisors Rose Price CFP® AIF® and Sarah Avila, CFP®, CDFA® and find out what a Certified Divorce Financial Analyst (CDFA) is and how they help divorcees or those going through the separation process navigate their...
Read MoreVideo - Advisor QuickTakes: 3 Market Trends to Keep an Eye on in 2021
With a new presidential administration on the way and with Covid still in full swing, what should you expect from financial markets in 2021? In this episode, Financial Advisors Rose Price, CFP® AIF and Chris Mellone, CFA CFP®...
Read MoreVideo - New Year, New Administration: What to Expect from Financial Markets in 2021
It’s Official: A new President has been elected. With Congress still getting settled in and stimulus talks at the top of the discussion list, how will this affect financial markets after a strong finish to 2020? In this episode,...
Read MoreVideo - Health Insurance Vs. Medicare: What’s the Difference?
As you approach retirement, you may be wondering how your current health insurance differs in coverage with Medicare. In this episode, Financial Advisors Rose Price, CFP® AIF and Chris Mellone, CFA CFP® discuss the differences...
Read MoreVideo - Election Buzz: How to Invest Amongst the Political Noise
Today, politics are in the spotlight more than ever before. With information being provided by both sides of the political aisle, it can be difficult to know where to turn. In this episode, Financial Advisors Rose Price, CFP® AIF...
Read MoreVideo - Guide to Your 401K: What to Contribute in 2021
The verdict is out: new figures have been released for 401k contribution limits. In this episode, Financial Advisors Rose Price, CFP® AIF and Chris Mellone, CFA CFP® discuss 2021 401k contribution limits, both with employee...
Read MoreVideo - An Advisors Take: How to Avoid Identity Theft
As technology has advanced and the world continues to shift to all-digital, more people everyday are victims of identity theft. All too often it only takes a simple mistake, such as the click of a button, to become at risk. The good...
Read MoreWhy HSA's are the New Retirement Account
Why Health Savings Accounts are the New Retirement Account Health savings accounts (HSA’s) are wonderful savings vehicles. Unlike most other savings plans, the HSA is triple-tax advantaged. That means: Contributions are tax...
Read MoreShould You Borrow From Your 401(k)
The 401(k) Loan There may come a point in life when there is an unexpected need for a substantial amount of money. Attorney’s fees, medical expenses, or a bill from the IRS are all examples of circumstances when you might start...
Read MoreHow Your Panic Attacks Effect Your Investing
If you speak with someone about the market or how their portfolio is performing, they will often bring up the returns of a sector, stock or fund that they recently saw mentioned in news headlines or some other media outlet. They may...
Read MoreAdvice for Women Caught in the Sandwich Generation
Many women find themselves part of the generation, “sandwiched” between caring for their aging parents and young or even grown children, often providing support while holding down full-time jobs. This role can challenging,...
Read MoreSocial Security: Divorced Spouse Benefits
When it comes to claiming Social Security benefits, being divorced has it’s own set of rules. If you have been divorced, read on to learn some essential information that may help you maximize your Social Security benefits. What...
Read MoreFamily Spending: Young Adults and Budgeting
How do you control the spending of your teenager/young adult child, or a grandchild you may be assisting? If you’re like me, with children in various stages, controlling family spending can be a challenge. Here's an idea...
Read MoreMedicare Premium Surcharge: Why It Pays to Plan Ahead
Medicare Premium Surcharge: Why It Pays to Plan Ahead Warren Buffet is quoted as saying, “Someone is sitting in the shade today because someone planted a tree a long time ago.” This could not be more true than it is when it...
Read MoreWhat Does a Financial Advisor Do?
When I meet someone at a party (or more likely, at one of my kid’s soccer games) and I tell them what I do, usually the first question they ask is “What do you think of the stock market?” While I do spend time helping...
Read MoreNew Grads: The Most Critical Piece of Advice
It’s that time of year. Students in their last semester of college will soon finish up finals exams and begin their journey into the real world. This is an exciting time. It is also a pivotal time as the decisions new graduates...
Read MoreRetirement Planning for Women Breadwinners
When I started my career, I was part of a dual-income household. Three children and one debilitating back injury later, I have become the sole provider for my family. I know I am not alone, 40% of American households have a woman as...
Read More4 Financial Goals to Accomplish in 2019
Protect Your Estate Review and update your estate documents. The primary purpose of a will is to ensure that your assets are distributed to whomever you choose, in the amount and manner that you choose. You may also want to consider...
Read More5 Scary Facts About Saving for Retirement (Video)
Are you ready for Halloween? What about retirement? This fun little video may surprise you!
Read MorePlanning for Children with Special Needs
All parents worry about their children’s futures – it’s part of the job. Parents of children with special needs may face more uncertainty. Some of the biggest concerns special needs parents have are financial. Mapping...
Read MoreSavvy IRA Planning for Baby Boomers (Videos)
Baby boomers are asking: What type of retirement account is right for me? Can I still contribute to a retirement account and if so, how much? When do I need to take withdrawals and how much do I have to take? How are my IRA withdrawals...
Read More5 Things Every Woman Should Do to Help Improve Her Finances
As a female Financial Advisor I am in a unique position to talk about women and their finances. I read a lot of financial industry studies and well-researched news articles that all point to a startling fact. Women fall short when it...
Read MoreHow Will The New Tax Act Affect My Return?
I’ve been getting a lot of questions from clients about how the new tax act will affect their tax return for 2018. The answer is dependent on each individual tax situation, but the following items are the most significant changes...
Read MoreBroker vs Fiduciary
In 2007 I entered the financial industry and little did I know at the time, America was on the brink of a major Financial Crisis, which began in 2008. It was an interesting time to be in the business. It was also a rather telling time...
Read MoreAn Inside Look at Qualifying for Financial Aid
If you have college-bound children, this video will provide some essential information for understanding whether you will qualify for financial aid! https://www.youtube.com/watch?v=EL31YACT6qs
Read MoreHow Much Should You Spend on a Wedding?
The question of what to spend on a wedding is one I get asked a lot and there is no single correct answer, what is appropriate for one couple may not be appropriate for another. While the answer is completely dependent on your...
Read MoreThe Brighter Side of PMI
PMI. If you are a homeowner you are well aware of the meaning of this acronym. You might even shutter at the thought. Private Mortgage Insurance. If you take out a mortgage and cannot cough up at least 20% for a down payment, you will...
Read MoreHow to Pick Investments in Your Company’s 401(k)
If your company offers a 401(k) retirement plan as a benefit you may have questions about choosing your investment options. Everyone’s situation is unique, but unique doesn’t have to mean complicated or time-consuming. In...
Read MoreKeeping Resolutions is Hard. Make it Easier.
Welcome to 2018! It is a brand new year and with it, a fresh start for those of us wanting to (finally) make some changes. Topping the list for many is the resolution to save more and spend less. But let’s be honest, if you are...
Read More'Tis the Season
Shimmering lights glisten; the scent of evergreen so aromatic in the air. With carols resonating everywhere you go, the little ones are full of joy anticipating Santa’s gift-filled sleigh on Christmas morning. I absolutely love...
Read MoreYour Financial Advisor is Lying to You.
Being in the Financial Services Industry, I often converse with other financial advisors. One thing I have found is that while all financial advisors are different with regard to their background, firm structure, affiliations,...
Read MoreHow I Protected Myself After the Equifax Hack
Along with over a million other Americans, my personal data was compromised by the Equifax Hack. I found out I was part of the data breach by entering my last name and the last 6 digits of my Social Security number on the Equifax site,...
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