Sep 25, 2023 | Money, Planning
October is financial planning month. But what exactly is financial planning? The official definition from the Certified Financial Planner™ (CFP®) website is the following: Financial planning involves looking at a client’s entire financial picture and...
Aug 31, 2023 | Money, Planning
BY SAMANTHA VICCHAIRELLI, ASSOCIATE ADVISOR, ALEXIS ADVISORS There is so much information swirling around about pending updates to student loans. It’s enough to make your head spin! The Federal Student Loan pause, which was originally expected to last 6 months, has...
Jun 27, 2023 | Money, Planning
By James McIntosh, James McIntosh Coaching Here is a little-known fact about me. I am working on my second million. That’s right, my second million. My first million was a complete disaster. Hang on. Before I continue, what did you assume I meant with my question,...
Mar 24, 2023 | Money, Planning
By Lindsay Pickral, ThompsonMcMullan, P.C. As an estate planning and estate administration attorney, I often receive questions from clients who are concerned about the tax consequences of both passing assets to their intended heirs and inheriting assets at the death...
Dec 21, 2021 | Money, Planning
If you do one thing by the end of the year, do this. Update the beneficiaries on your financial accounts. Think about the life changes you may have had during the past 12 months: birth, death, divorce, marriage. The landscape of the people around...
Aug 24, 2021 | Money, Planning
DO YOU THINK MEDICARE IS EASY TO UNDERSTAND? THINK AGAIN. -Kendalle Stock, Commonwealth Medicare Advisors I have been working in the insurance business since 1985, assisting clients with many types of insurance and now solely focusing on supporting clients navigate...
