Mar 21, 2025
Long-term care planning is a significant concern for individuals approaching retirement because it’s an expense most people aren’t prepared for. Trying to prepare for it with insurance isn’t cheap, and people often ask us if it’s worth it. In this episode of the Money Wisdom podcast, Jake Doser, CFP®, CPWA®...
Mar 14, 2025
Preparing for required minimum distributions (RMDs) can be quite unsettling when you know withdrawals are coming and the IRS will be waiting. In this episode of the Money Wisdom podcast, we’re going to answer a question about what you can do from a planning standpoint when large RMDs are coming in retirement.
This...
Mar 7, 2025
Financial planning is an essential aspect of life, but every family handles their money a little differently. The Money Wisdom podcast tackled a common question: what happens when one spouse handles all financial matters, leaving the other uninformed? This scenario, while common, can create stress and uncertainty for...
Feb 28, 2025
A health savings account can be an incredibly powerful tool for tax-advantaged savings but not every health plan includes that option. Is it worth switching your plan for one that allows you to contribute to an HSA?
In the latest episode of Money Wisdom, Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP®
Feb 21, 2025
Most people want to know how they stack up to other people as they approach retirement, which is why people often ask about the average age most people decide to retire. We work with people across different states and regions, so we see a range of ages. In the latest episode of the Money Wisdom podcast, Jake Doser,...
