Top 5 Wealth Management Phishing Scams
Oct 25, 2024
Mike Jackson, President, Pendello Solutions Wealth management clients are increasingly targeted by sophisticated phishing scams that can lead to
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Financial Planning for the Marital Home in Divorce
Oct 18, 2024
Dan Reiter, CFP®, CPA The marital home is often one of the most valuable assets that couples must divide during a divorce. As such, it’s crucial to
Financial Planning for the Marital Home in Divorce
Oct 18, 2024
Dan Reiter, CFP®, CPA The marital home is often one of the most valuable assets that couples must divide during a divorce. As such, it’s crucial to
Fourth Quarter Economic and Market Update
Oct 11, 2024
Dan Reiter, CFP®, CPA This article provides a comprehensive overview of the economy and market conditions in the third quarter. We'll discuss recent
Medicare Changes in 2025: Plan Now
Sep 30, 2024
Chris Goodwin, Insurance Pros This post was guest contributed by Chris Goodwin. Chris is the Owner and President of Insurance Pros, an insurance
Navigating Health Insurance Post-Divorce: A Few Key Options
Sep 24, 2024
Dan Reiter, CFP®, CPA Divorce can be a tumultuous period, and one of the many aspects that often require immediate attention is health insurance
Four Steps to Begin Co-managing Your Aging Parents’ Finances
Sep 20, 2024
Ryan Noble, CFP® As our parents age, the need to assist them with their finances often becomes a reality. This process can be emotional, as it
Get the Most from Social Security as a Divorcee
Sep 6, 2024
Dan Reiter, CFP®, CPA Divorce can be a challenging time, both emotionally and financially. However, it's important to know that you may be eligible
Financial Planning after Divorce: Five Steps to a Fresh Start
Aug 19, 2024
Cindy Richey, CFP®, CDFA Your divorce settlement has been finalized. So, what happens next? You may be feeling exhausted and relieved that the
Health Savings Accounts: A Triple Tax Advantage
Aug 13, 2024
Introduction Health Savings Accounts (HSAs) have emerged as a versatile financial planning tool offering significant tax benefits overlooked by most
The Root of Post-Divorce Financial Security: A Comprehensive Financial Plan
Aug 2, 2024
Dan Reiter, CFP®, CPA "The only limit to our realization of tomorrow will be our doubts of today." - Franklin D. Roosevelt This quote by Franklin D.
Taking Charge: Your First Budget After Divorce Part 2 – The Bucketing Method
Jul 26, 2024
Dan Reiter, CFP®, CPA This post is the second of a two-part series on building your first post-divorce budget and introduces the bucketing method.