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Taking the necessary steps to facilitate a smooth transition and confirm that the transfer of your estate is carried out properly doesn’t need to be incredibly complicated (although it can…

Most new widows have a lot of questions about financial matters. Below are the questions that I am most frequently asked, as well as my advice for helping women feel…

As a result of the COVID-19 pandemic many people are considering a move in the near future for a number of reasons including needing more space, a change in work…

Q&A with Capital Advantage Senior Financial Advisor Donna Zinman, CRPC® Over the past 25+ years that I’ve been working in financial services, I’ve noticed differences in women’s financial planning needs…

Avoiding these mistakes should help keep you on track for a secure retirement. 1. Underestimating Life Expectancy When does your retirement plan end? At the age of 75? 85? 95?…

Although we often see large discrepancies between tax plans on the campaign trail and what ends up as law, here is a basic overview of what has been proposed in…

Finding the right financial advisor at this stage of your life that can answer those questions for you is critical. Can you afford that dream trip or helping your grandson…

After working in this industry for over 25 years, I notice that the same questions are frequently asked by clients that are preparing for this next chapter in their life….

Last week, my homeowners insurance company (which most of you know for their annually billed automobile towing service!) called to inform me that my annual premium would be doubling. I…