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Retirement Planning Milestones

By Amy Pucci | March 4, 2021

Financial planning as we approach and walk-through retirement can be confusing. Retirement account contributions, retirement account distributions, social security options, Medicare options—oh my! While all this seems like a lot to navigate, growing older has many perks, as a retirement financial advisor can tell you! Here are some key milestones to help navigate your retirement […]

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Why You Need a Financial Flight Path

By Robert W. Tull | January 21, 2021

If you have ever been in one of my client planning meetings, you will often hear me refer to projecting one’s flight path. The reason I have used this term is that it requires advanced planning and navigational skills when it comes to developing a financial plan. Webster’s defines flight path as “a course or […]

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How to Connect with Loved Ones in Long-Term Care this Christmas

By Amy Pucci | December 10, 2020

The COVID-19 pandemic has had dramatic effects on so many aspects of our lives. But for those living in skilled nursing or rehabilitation facilities, as well as their families, the pandemic has been particularly difficult. Most of these facilities have limited or altogether eliminated outside visitors due to their residents’ higher risk of infection and […]

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Medicare Fall Open Enrollment

By Amy Pucci | October 20, 2020

In this week’s Financial Friday video, we welcome Amy Pucci, our Certified Senior Advisor (CSA), to talk about Medicare and the open enrollment period starting this October. Here are the main takeaways: WHAT IS FALL OPEN ENROLLMENT? Occurs each year from October 15th through December 7th During this time, those with Medicare can make changes […]

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