This material was prepared by fpPathfinder and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate. Please note – investing involves risk, and past performance is...
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The journey of creating a lifetime of continuous care for yourself or your loved one for whom you care may seem daunting at first, but getting started is less overwhelming when you’re organized. Use the following checklist to begin planning the future that you or your...
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One of the most overlooked aspects of retirement and estate planning is keeping your retirement account beneficiaries up to date. A beneficiary designation often overrides your will, making it essential to review your accounts after major life events such as marriage,...
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Key Takeaways: Organizing your financial records makes managing your finances easier because you can quickly find the information you need. Create a simple but reliable organization system with categories like taxes, retirement records, estate planning paperwork, and...
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This material was prepared by fpPathfinder and does not necessarily represent the views of the presenting party, nor their affiliates. This information has been derived from sources believed to be accurate. Please note – investing involves risk, and past performance is...
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Choosing the right senior care facility is one of the most important financial and healthcare decisions a family can make. Whether you are planning ahead for your own retirement or helping an aging parent, understanding your long-term care options can make the...
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Avoid Costly IRA Mistakes with Smart Retirement Tax Planning Individual Retirement Accounts (IRAs) remain one of the most effective ways to build long-term retirement wealth while reducing taxes. However, the IRS has strict rules governing IRA contributions, Roth IRA...
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Financial Know How for Women. Today, you need a plan to call your own. For many women, financial independence is their No.1 concern. But what steps can you take to achieve this throughout your life? Here are a few key action items to help increase financial confidence:...
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Key Takeaways: Generational wealth planning is useful to families because it helps them prepare for the future by developing a thoughtful strategy about how wealth will be preserved and transferred across generations. Successful family wealth planning and transition...
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Wondering how to maximize your Social Security income? It’s not as difficult as you may believe. Here are three options almost anyone can do. Not so long ago, baby boomers viewed Social Security as a retirement program for old folks. High-earning boomers felt that...
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Get In TouchRebekah J. Fero, CFP®, AIF®
Jeffrey J. Fero, II, CFP®
