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Experts
19 results total, viewing 1 - 10
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Retirement can be an exciting time, full of new adventures and limitless possibilities. Adults age 65 and better now comprise the fastest growing segment of our population, and many envision a long …
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3/1/21
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You may have heard that “play is the work of children” (famously touted by one of the first child development experts, Jean Piaget). Not only do we trust our kids to have fun while …
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Mightier
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2/17/21
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Astoundingly, only 40% of adults in the U.S. have Wills. Whatever your wealth or family circumstances, you should have a Last Will and Testament. And it should be part of an overall plan, considering …
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James F. Burdi, Esq.
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1/25/21
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Swings in the stock market can cause emotions to run high, particularly for investors who are approaching retirement. And for good reason. Recent research from Ameriprise Financial uncovered that the …
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Christopher Zarra, CFP®, ChFC®, CFS®
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6/1/18
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Inflation is the normal state of affairs in the U.S. economy. Most economists consider an annual increase in the cost-of-living of two or three percent per year to be a manageable level of inflation. …
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Christopher Zarra, CFP®, ChFC®, CFS®
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4/20/18
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When experiencing a dental emergency, call the dentist right away so to schedule an appointment as soon as possible. This may mean the same day or the next morning. Until you get to the …
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Dr. Alina Bergan, DDS
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4/20/18
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Whether you can still count the days since you started your first job or you are nearing the end of your career, saving for retirement should be a top financial priority. You have the potential to …
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Christopher Zarra, CFP®, ChFC®, CFS®
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3/23/18
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The average refund for individual income taxpayers who received one for the fiscal year ending in September 2016 topped $3,000, according to the IRS.1 If you expect to receive a refund on your 2017 …
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Christopher Zarra, CFP®, ChFC®, CFS®
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2/19/18
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Major medical expenses can carry a heavy financial toll. And the fact is, all of us are susceptible to an unforeseen medical event. If you experience an accident or injury, cost may be the least of …
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Christopher Zarra, CFP®, ChFC®, CFS®
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1/19/18
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A: As the saying goes, birds of a feather flock together. In the case of snowbirds and sunbirds— affectionate nicknames for traveling retirees—this is definitely true. Snowbirds are …
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Christopher Zarra, CFP®, ChFC®, CFS®
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12/15/17
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