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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…
The 5 years leading up to retirement through the first 5 years after retirement is the most crucial period that a retiree will go through – in fact, a successful…
After nine years of commuting, carpooling, field-tripping, road-tripping, and day-tripping in my trusty old SUV—not to mention more than a few spilled milkshakes, muddy feet and sandy beach towels—I was…
After my wife and I submitted our income taxes this year, we sat down and uncorked a bottle of Roc’h Avel Clos De L’elu. Our taxes were a little more…
Whether you are still in the planning stage–or already retired–here are seven important questions to ask yourself to help increase your odds of a successful retirement.
