Financial Planning
How Should You Pay for Long-Term Care?
How Should You Pay for Long-Term Care? Written By: Ryan Rink, CFP®, ChFC®, CLTC® As financial advisors, we often get asked how clients should go about paying for long-term care…
Read MoreAging in Place vs. Senior Communities
Aging in Place vs. Senior Communities Written By: Pam Foti – Vesta Senior Network With the “graying of America,” a term that simply describes the fact that the median age…
Read MoreInvestor Behavior: Impact of Cognitive Bias
Investor Behavior: Impact of Cognitive Bias Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® As human beings, we all have cognitive biases. A cognitive bias is an error in…
Read MoreRebalancing and Tax Efficient Investing
Rebalancing and Tax Efficient Investing Written By: Brian Ellenbecker, CFP®, EA, CPWA®, CIMA®, CLTC® As tax time approaches, thoughts often shift to what can be done to reduce this coming…
Read MoreYour Portfolio During Volatility and Inflation
Your Portfolio During Volatility and Inflation Written By: Nick Ziarek, CFP® , CFA After markets set record highs the first few days of 2022, they have been on a steady decline.…
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