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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...

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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,...