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What is the best way to plan for your assets to remain within your bloodlines?

by Nicholas Joseph Scheibner Level 14
A 60-second read by Nicholas Scheibner:  When planning your estate, it is important to divide all of your accounts into two groups:  accounts with designated beneficiaries and accounts with no designated ...(more)
Comment   |  Jul 12, 2017 from Fair Lawn, NJ
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The Pros and Cons of FHA Loans

by Nicholas Joseph Scheibner Level 14
A 30-second read by Nicholas Scheibner: The federal government has provided home buyers with a few mortgage-buying options to help purchase a home.  Below are some of the Pros and Cons for Federal Housing ...(more)
Comment   |  Jul 12, 2017 from Fair Lawn, NJ
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The Pros and Cons of VA Loans

by Nicholas Joseph Scheibner Level 14
A 30-second read by Nicholas Scheibner: The federal government has provided qualified veteran home buyers with a few mortgage-buying options to help purchase a home.  Below are some of the Pros and Cons for Veterans ...(more)
Comment   |  Jul 12, 2017 from Fair Lawn, NJ
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10 Long-Term Care Terms You Should Know

by Nicholas Joseph Scheibner Level 14
A 60-second read by Nicholas Scheibner: As people are living longer, paying for health care costs is becoming a top concern.  Many people are beginning to consider if a Long-Term Care Insurance policy is best for ...(more)
Comment   |  Jul 12, 2017 from Fair Lawn, NJ
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What is the Best IRA for a Young Investor?

by Nicholas Joseph Scheibner Level 14
A 30-second read by Nicholas Scheibner:  Before deciding which kind of IRA to open, the first thing you would want to do is check with your employer about 401(k) offerings. If your employer provides any company match ...(more)
Comment   |  Jul 12, 2017 from Fair Lawn, NJ
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New Jersey Public Employees – Things to know about your Retirement Income

by Nicholas Joseph Scheibner Level 14
As public employees for the great state of New Jersey, there are some important factors to consider when it comes to your retirement income. Regarding Your Pension: New Jersey Pensions fall into two categories: “I ...(more)
Comment   |  Jul 12, 2017 from Fair Lawn, NJ
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NJ Tax Payers: Make Sure You Always Claim Your Medical Expenses

by Nicholas Joseph Scheibner Level 14
A 30-second read by Nicholas Scheibner:  New Jersey is certainly not known as a “tax-friendly” state.  However, the garden state has a much lower threshold on Medical Expense deductions than the federal government. ...(more)
Comment   |  Jul 12, 2017 from Fair Lawn, NJ
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What to do if you filed for Social Security and you changed your mind

by Nicholas Joseph Scheibner Level 14
(Est. Read Time: 40s) If you began taking Social Security before full-retirement age, and are looking to postpone payments until a later time, there is a solution: the 1-year payback rule. The 1-year payback rule ...(more)
Comment   |  Jul 12, 2017 from Fair Lawn, NJ
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LIBERTY

by Randy Brunson Level 18
  Health care funding continues to dominate the political conversation, with the Senate introducing its version of a new health care financing arrangement.  Stay tuned for more on this, as the House and Senate attempt ...(more)
Comment   |  Jun 29, 2017 from Suwanee, GA
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Are You Planning For Your Long-Term Care?

by W. David Kern, CFP® Level 12
Like estate planning, long-term care (LTC) planning is a critical component for building a financially secure future. However, many people tend to put it off or actively avoid it all together. The advantage to planning ...(more)
Comment   |  Jun 28, 2017
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LIVE

by Randy Brunson Level 18
Jeff Bezos has announced his intent to buy Whole Foods, in a deal valued at $13.7 billion, or $42 per share for Whole Foods.  Stock prices of Whole Foods, WFM, and Amazon, AMZN, were up on Friday, with stock prices on ...(more)
Comment   |  Jun 22, 2017 from Suwanee, GA
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How to Perform a Midyear Review of Your Finances

by W. David Kern, CFP® Level 12
No matter how much fun your summer is shaping up to be, it’s no time to put your finances on pause. Take a look at the past six months to gauge how you can adjust your strategic or tactical actions to ensure you ...(more)
Comment   |  Jun 21, 2017
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3 Reasons Why Funding your Health Savings Account Should Be A Priority

by W. David Kern, CFP® Level 12
Amid the ever changing and complex realm of healthcare, at least one thing remains constant and relatively easy to navigate – Health Savings Accounts (HSA). A HSA is a personal savings account that allows you to pay ...(more)
Comment   |  Jun 21, 2017
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Did you think to remodel your home?

by Brent Leavitt, CFP® Level 11
  Did your retirement plan involve a home remodel? Or even a home remodel remodel? My mother-in-law spent about a decade taking care of her mother. Not only did she require lots of attention and care, but she also ...(more)
Comment   |  Jun 08, 2017
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Understood

by Randy Brunson Level 18
U.S. stock markets closed the 100th trading day of 2017 on May 25th, with the S&P 500 having risen 7.9% over that period.  This continues the bull market that began in early March of 2009, with this bull into its ...(more)
Comment   |  Jun 07, 2017 from Suwanee, GA
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How I Beat Vanguard Index Funds

by James Thomas Hancock Level 12
You have probably heard of an Index fund, but you might not have heard of an Institutional fund.  Index funds seem to be getting more and more popular as a means for investing with minimal fees, but institutional funds ...(more)
Comment   |  Jun 06, 2017
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5 Compelling Reasons to Have a Roth IRA

by W. David Kern, CFP® Level 12
You know the old adage – ‘there’s no time like the present’. This is a noteworthy saying that is particularly true for young individuals and families who want to start saving seriously for the future. But how and where ...(more)
Comment   |  Jun 06, 2017
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Del Principe O'Brien Financial Advisors May 2017 Letter

by Joseph Del Principe Level 11
https://static1.squarespace.com/static/54b59f33e4b0f0db960a7ad3/t/5931be17d482e9e65c363db5/1496432152307/DO+Letter+May+2017.pdfEither type or paste your guide content into this box.(more)
Comment   |  Jun 02, 2017
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Del Principe O'Brien Financial Advisors September 2016 Letter

by Joseph Del Principe Level 11
Comment   |  Jun 02, 2017
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Del Principe O'Brien Financial Advisors September 2016 Letter

by Joseph Del Principe Level 11
https://static1.squarespace.com/static/54b59f33e4b0f0db960a7ad3/t/58e699f537c58129305f74cb/1491509404431/Del+Principe+O%27Brien+Financial+Advisors+September+2016+letter.pdfEither type or paste your guide content into ...(more)
Comment   |  Jun 02, 2017
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