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Tuesday, May 21, 2024

Do you have a fully executed succession plan? Having an incomplete plan poses challenges for your business, employees, and beneficiaries. Watch the video to learn more.

Friday, May 17, 2024

Don't scramble when Tax Day arrives. Financial Advisor Andrew Fincher walks through practical steps you can take to proactively plan for the next tax season.

Friday, May 3, 2024

Delve into the world of Daily Money Managers and learn how they help families to manage the day-to-day finances of their aging loved ones.

Monday, April 29, 2024

When should you apply for Social Security? Are there benefits to delaying? Financial Advisor Dean Tsantes shares his thoughts on the implications of when to collect Social Security.

Monday, April 22, 2024

Today's webinar features Vic Rohe from MFS Investments. Vic discusses why family wealth transfers can fail, how to avoid mistakes and how open communication between family members may lead to successful transfers of wealth.

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Monday, April 15, 2024

Join VLP with host Bob LeMay, CPA, as we explore the critical aspects of navigating the financial landscape for micro and small businesses. Learn how to avoid common mistakes and build a solid foundation for your small business.

Thursday, March 28, 2024

In 2024, more than 12,000 Americans will turn 65 every day. This means there will be a great wave of retirees exiting the workforce in the near future. Are you ready for retirement?

Tuesday, March 19, 2024

In today's episode of the Live Greater view, our fantastic guest Cameron Huddleston, author of "Mom and Dad, We Need to Talk," opens the door to essential money conversations with family. Get ready for an eye-opening discussion...

Monday, March 18, 2024

Missed the live webinar? No worries – you can catch up on all the valuable insights by watching the recording right here. Guest Cozy Wittman walks us through the changing landscape of college admissions in 2024, and how it can...

Thursday, February 22, 2024

Embark on a journey into the world of wealth management and succession planning with our latest podcast episode. In this insightful conversation, we delve into the themes and challenges faced by financial advisors and their clients,

Wednesday, January 31, 2024

As investors enter another election year whirlwind, they encounter a dynamic landscape emphasizing the significance of considering the implications for their long-term portfolios. In the 2024 presidential election, the intense...

Wednesday, December 20, 2023

Together, we'll unravel the mysteries of Medicare eligibility, enrollment, and the critical decisions individuals face as they turn 65.

Friday, December 1, 2023

In this episode, we delve into the crucial world of divorce planning with a Certified Divorce Financial Analyst (CDFA). Whether you're contemplating a divorce or in the midst of one, this discussion provides invaluable insights and practica

Friday, November 3, 2023

Part 2 of our VLP Medicare Webinar with Emily O’Halloran from MP Group is now available! Missed the live event? No worries – you can catch up on all the valuable insights by watching the recording right here: We continued our journey throu

Thursday, October 26, 2023

Our VLP Medicare Webinar with Emily O’Halloran from MP Group was a huge success! In case you missed the live session, don't worry! You can catch up on all the valuable insights by watching the part 1 recording here: We delved into the intr

Thursday, October 26, 2023

Welcome to another episode of "The Live Greater View"! In this episode, we're delving deep into recent tax law changes and how they shape the landscape of future financial planning. Tax planning is no longer a once-a-year event

Wednesday, October 25, 2023

As we start the fourth quarter and wrap up 2023; it is a good time for year-end tax planning. Year-end tax planning is crucial for individuals and businesses to minimize their tax liability and make the most of available tax benefits. Her

Tuesday, October 3, 2023

Welcome to a compelling episode of "The Live Greater View". In this episode, we explore the fascinating world of financial planning, understanding it as a dynamic, ever-evolving process. From the tools and software that empower...

Tuesday, September 12, 2023

Welcome to the third episode of "The Live Greater View," a financial planning podcast produced by VLP Financial Advisors that discusses life, money, and perspective. In this episode, hosts Rose and Chris dive deep into the world of...

Friday, August 25, 2023

Asset-Class Fund Flows Asset-class fund flow information is unique as it is one the few pieces of research information in the market that shows where investors are allocating or removing real dollars.  Meaningful shifts in this...

Tuesday, August 22, 2023

we dive deep into the crucial aspects of planning for your financial legacy. Dan Lash, partner at VLP Financial Advisors, joins as we explore the intersection of financial planning and the emotional elements of legacy planning

Wednesday, August 2, 2023

Throughout the episode, Chris and Rose provide insights and practical advice on various financial topics, aiming to empower listeners to live their best life at every stage. They tackle market trends, inflation data, and market perfo

Wednesday, July 26, 2023

The S&P 500 index climbed over 16% the first half of 2023 in a dramatic reversal from its sell-off in 2022. The index is now just a few percentage points below its January 3, 2022 record high of 4796.56. In reality, a handful of stocks that

Tuesday, June 27, 2023

With updates to macro-economic trends and a shifting stance by the Federal Reserve, financial markets have had a strong start to June. The question remains: where do we go from here? In this episode, Financial Advisors Rose Price, CFP®, AI

Tuesday, June 20, 2023

our personal needs play a significant role when planning to buy a home. What are some of the other factors to consider when making this major life decision?

Tuesday, May 30, 2023

Tax season can be an incredibly stressful time of year and you may have been surprised whether or not you got a tax refund. In this episode, Financial Advisors Rose Price, CFP(r) AIF(r) and Chris Mellone CFA, CFP(r), AIF(r) discuss how...

Tuesday, May 30, 2023

As companies begin to grow and look for new sources of funding, it is common to companies to offer shares of stock by going public on market platforms with an initial public offering (IPO). However, there has been a shift in the IPO market,

Thursday, May 25, 2023

With your divorce behind you and a new chapter in front of you, there is no better time to start thinking about your future and how to set yourself up for success in both the short and longer term.The following is a list of the 5 most...

Wednesday, April 12, 2023

Starting a business can be an exciting and rewarding venture. However, as with any venture, there may come a time when it is necessary to exit the business. Whether due to retirement, a change in personal circumstances, or simply the desire

Monday, March 27, 2023

Planning on the eventual transition of your business can be a very emotional decision: who will take over the business, what would a potential sale look like, and what taxes are involved? This is a complex situation on many fronts but with

Monday, March 27, 2023

In this episode, financial advisors Rose Price, CFP(r) AIF(r) and Chris Mellone, CFA, CFP(r) AIF(r) discuss how financial markets have fared so far in 2023 and where to go from here. Want to learn more? Reach out and schedule a meeting at

Tuesday, March 14, 2023

Secure 2.0: How new legislation could affect you:The SECURE 2.0 ACT has now passed and as you read through legislations approval, you’re probably asking yourself why are rules surrounding retirement accounts always changing. It is...

Wednesday, March 1, 2023

In this episode, Financial Advisors Rose Price, CFP® AIF® and Chris Mellone, CFA CFP® AIF® discuss the implications around the Inherited IRA 10-year distribution rule brought on by the SECURE ACT, as well as strategies to...

Wednesday, March 1, 2023

With the volatility in markets today, comprehensive financial planning is even more crucial to make sure clients work with a trusted financial planner to determine risk and reward. In this episode, Financial Advisors Rose Price, CFP(r) AIF(

Wednesday, February 15, 2023

I will never see Social Security Benefits in my lifetime. Considering the baby boomers are retiring and there are fewer workers replacing them, this seems like a logical outcome. In the not-so-distant future, the government will...

Tuesday, January 24, 2023

2022 will likely be remembered as one of the most volatile years for investors as the S&P 500 experienced its worst performance since 2008. Of the 251 trading days in 2022, just five trading sessions accounted for more than 95% of losses.

Thursday, December 8, 2022

Financial Advisors Sarah Avila, CFP® CDFA® and Chris Mellone CFA CFP® AIF® discuss how the volatile markets in 2022 can impact divorces financially. Want to learn more? Schedule a call with Sarah or Chris at www...

Monday, November 28, 2022

We are excited to announce our new rebrand for VLP Financial Advisors. Financial Advisors Rose Price, CFP® AIF® and Chris Mellone CFA CFP® AIF® discuss the new changes. Want to learn more? Schedule a call with Rose...

Monday, November 28, 2022

So far 2022 has been a volatile year in the financial markets. Financial Advisors Rose Price, CFP® AIF® and Chris Mellone CFA CFP® AIF® discuss what has happened this year so far, as well as providing outlooks for...

Friday, August 26, 2022

How do you view the role of a financial advisor in your life? Many assume an advisor is there to help with investments, or maybe even budgeting. The truth: a comprehensive financial plan is much more. From insurance, education, taxes,...

Friday, August 26, 2022

Imagine its 2021: houses are flying off the market before listing, home inspections are being waved, and the purchase price is going well above asking. Now, times have changed. In this episode, Financial Advisors Rose Price, CFP®...

Friday, August 26, 2022

Imagine you're approaching retirement, or maybe you really are near it. Are your assets aligned properly with your financial goals when it comes to your distribution planning? Financial Advisors Rose Price, CFP® AIF and Chris...

Friday, August 19, 2022

Are you in the process of looking to purchase a home but not readily flush with cash? Mortgages are the classic way to fund the purchase but what if you don’t want to take on leverage at current interest rates? What if you are...

Friday, August 19, 2022

The IRS has recently proposed a new way to interpret rules for inherited IRAs through the SECURE Act. If this gets approval, how will this affect the way you handle your inherited IRA? In this episode, Financial Advisors Rose Price,...

Friday, August 19, 2022

It’s no surprise that market volatility has captured the attention of investors in 2022. In this environment, how should investors handle managing their portfolios? In this episode, Financial Advisors Rose Price, CFP®...

Friday, August 19, 2022

From a combination of the FED announcing rising interest rates, international conflicts between Russia and Ukraine, and labor/privacy disputes amongst some of the largest US companies, it’s been quite the whirlwind start for financial marke

Monday, February 21, 2022

Tuesday, February 15, 2022

Tuesday, December 28, 2021

Tuesday, December 28, 2021

Monday, December 27, 2021

Monday, December 20, 2021

Thursday, November 11, 2021

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...

Tuesday, November 9, 2021

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...

Wednesday, September 29, 2021

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...

Tuesday, September 21, 2021

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,...

Wednesday, May 19, 2021

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...

Wednesday, May 12, 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...

Tuesday, April 20, 2021

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...

Thursday, January 21, 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®...

Sunday, December 27, 2020

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,...

Friday, November 13, 2020

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...

Monday, November 2, 2020

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...

Thursday, October 29, 2020

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...

Thursday, October 15, 2020

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...

Thursday, January 2, 2020

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...

Monday, November 4, 2019

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...

Monday, September 9, 2019

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...

Monday, August 12, 2019

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,...

Friday, July 26, 2019

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...

Monday, June 17, 2019

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...

Friday, May 17, 2019

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...

Thursday, May 2, 2019

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...

Monday, April 8, 2019

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...

Friday, March 1, 2019

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...

Friday, January 4, 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...

Friday, October 26, 2018

Are you ready for Halloween? What about retirement? This fun little video may surprise you!

Monday, October 22, 2018

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...

Tuesday, September 11, 2018

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...

Thursday, June 21, 2018

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...

Sunday, May 20, 2018

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...

Monday, April 23, 2018

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...

Wednesday, April 4, 2018

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

Thursday, March 15, 2018

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...

Friday, March 9, 2018

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...

Monday, February 19, 2018

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...

Friday, January 19, 2018

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...

Friday, December 8, 2017

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...

Friday, November 3, 2017

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,...

Friday, October 20, 2017

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,...