financial planning

Latest Posts in financial planning

Healthcare and Retirement Planning; an Interview with Peter Stahl

 

By Michael Fliegelman, CLU, ChFC, AEP, RFC

Mr. Peter Stahl is author of the book called Top of the First – the Convergence of Healthcare and Financial Planning. Healthcare and financial planning is interesting subject matter as more and more people are approaching retirement

I recently met Peter Stahl at an event and he provided to me some great food for thought. The topic of...


Women and Money

Women and Money  By Jeanne Brutman LUTCF, CFBS, CFS, CLTC, CLU

Men and Women are not equal. Especially in money. Let’s review:

Women are paid less in the workplace. Women work less because...

Avoid Compounding Your Losses

The markets rise and fall. Sometimes the falls are extravagant, harmful affairs that decimate portfolios intended for retirement. Sometimes, and this is been worse, you are in retirement, with 30 percent of your life still to live, and the money starts running out.

How does one prepare for such a situation? We will all be in this place at some point if we should live into retirement, which is the goal. But how do we make it so we...


Managing Wealth with his Heart – Jonathan Gassman

Jonathan Gassman has taken his knowledge as a CPA and combined it with his experience as a certified financial planner CFP® to provide a heightened level of service to his clients. He is known among his colleagues as an exceptional financial strategist who provides consistent, long-term value to his clients.  


Jeanne Brutman Bakes Cookies by the Numbers

Jeanne’s  focus is the whole picture, not just about investments and insurance, but includes real estate, estate planning, and sometimes family planning.