By Vincent Barbera, CFP®, MSFS When you did your due diligence and bought a life insurance policy, you had a whole slew of options from which to choose. Not only…
Should You Keep That Whole Life Policy?
Financial Planning For Special-Needs Children
By Vincent Barbera, CFP®, MSFS Parenting brings both the greatest joys and the greatest challenges to a person’s life. And parenting a special-needs child only exaggerates both extremes of the…
What To Do If You Get Laid Off
By Vincent Barbera, CFP®, MSFS We’ve come a long way since the days of rampant unemployment caused by the Great Recession. Unemployment rates are currently hovering near 50-year lows and…
If I Could Only Teach One Financial Lesson
By Vincent Barbera, CFP®, MSFS After almost two decades in the financial services industry, I’ve come across many pieces of sound financial advice. You’ve probably heard some of them as…
5 Steps To An A+ College Plan (5-29 Day)
By Vincent Barbera, CFP®, MSFS Kids cost a lot of money. Between putting a roof over their head, feeding their growing appetites, paying for braces, and everything else that goes…
Who We Serve And What We Do Best
By Vincent Barbera, CFP®, MSFS Just as you wouldn’t want a plumber wiring the electricity in your new home, you don’t want just anybody guiding you in your financial life….
What Does Retirement Mean To You?
By Vincent Barbera, CFP®, MSFS Everyone has dreams for their golden years, but what does retirement mean to you? Do you picture yourself spending your days on the golf course…
What To Do When Your Stock Options Vest
By Vincent Barbera, CFP®, MSFS When you’re in management, it’s common for your compensation package to include a lot more than just your salary. On top of healthcare and other…
10 Things To Do Within 10 Years Of Retirement
By Vincent Barbera, CFP®, MSFS The ten-year countdown is on. After decades of working and saving, you are in the home stretch of the marathon race to your much-anticipated retirement…
Your 2019 Social Security Benefit Guide
By Vincent Barbera, CFP®, MSFS About one in six Americans currently receive Social Security benefits, most of them retirees. Born out of the need for a safety net during the…
