Medicare Changes in 2025: Plan Now
Sep 30, 2024
Chris Goodwin, Insurance Pros This post was guest contributed by Chris Goodwin. Chris is the Owner and President of Insurance Pros, an insurance
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Navigating Health Insurance Post-Divorce: A Few Key Options
Sep 24, 2024
Dan Reiter, CFP®, CPA The loss of health coverage can significantly impact financial stability and access to essential healthcare. This section
Four Steps to Begin Co-managing Your Aging Parents’ Finances
Sep 20, 2024
Ryan Noble, CFP® As our parents age, the need to assist them with their finances often becomes a reality. This process can be emotional, as it
Get the Most from Social Security as a Divorcee
Sep 6, 2024
Dan Reiter, CFP®, CPA You may be eligible for Social Security benefits based on your ex-spouse's earnings, even if you're no longer married. This
Financial Planning after Divorce: Five Steps to a Fresh Start
Aug 19, 2024
Cindy Richey, CFP®, CDFA Your divorce settlement has been finalized. So, what happens next? You may be feeling exhausted and relieved that the
Health Savings Accounts: A Triple Tax Advantage
Aug 13, 2024
Introduction Health Savings Accounts (HSAs) have emerged as a versatile financial planning tool offering significant tax benefits overlooked by most
Begin With Your Destination in Mind: A Comprehensive Financial Plan
Aug 2, 2024
Dan Reiter, CFP®, CPA "The only limit to our realization of tomorrow will be our doubts of today." This quote by Franklin D. Roosevelt perfectly
Taking Charge: Your First Budget After Divorce Part 2 – The Bucketing Method
Jul 26, 2024
Dan Reiter, CFP®, CPA This post is the second of a two-part series on building your first post-divorce budget and introduces the bucketing method.
Taking Charge: Your First Budget After Divorce Part 1 – A Step-by-Step Guide
Jul 19, 2024
Dan Reiter, CFP®, CPA Divorce can be an emotional rollercoaster, and on top of everything else, it can leave your finances feeling like a tangled
Third Quarter Economic and Market Update
Jul 10, 2024
Dan Reiter, CFP®, CPA The economic results in the second quarter have included a whipsaw of mixed signals between caution and confidence. One cause
Donor Advised Fund vs. Private Foundation: Choosing the Right Path for Your Philanthropy
Jun 11, 2024
Dan Reiter, CFP®, CPA When it comes to charitable giving, both donor advised funds (DAFs) and private foundations offer attractive options for those
Maximize Your Impact: Strategic Giving Strategies for the Discerning Donor
Jun 11, 2024
Dan Reiter, CFP®, CPA For many, charitable giving is a cornerstone of a fulfilling life. It allows us to support causes we deeply care about,