By Vincent Barbera, CFP®, MSFS The prospect of real estate is exciting because a new home means a new life, new opportunities, and new possibilities. As dreamy as it sounds,…
How Receiving An Inheritance Affects Financial Aid
By Vincent Barbera, CFP®, MSFS Over 13 million students depend on financial aid to cover college costs. (1) When one of these students receives an inheritance from a loved one,…
How To Adjust To Being On A Fixed Income In Retirement
By Vincent Barbera, CFP®, MSFS So, you’ve finally made it to retirement with a decent nest egg to live off of (hooray!). But how do you make it last for…
The True Cost Of Withdrawing Early From Your 401(k)
By Vincent Barbera, CFP®, MSFS If you work for a company that offers its employees a 401(k), you have an incredible resource at your fingertips to help you save for…
Ways To Invest In Your Children’s Future Beyond College Savings
By Vincent Barbera, CFP®, MSFS I’m a big fan of saving for your children’s college education. I think college is incredibly important, and to make it possible for them to…
Should You Really Be Helping Your Adult Children Financially?
By Vincent Barbera, CFP®, MSFS Did you know that 74% of parents still help their adult children financially? (1) You may read this statistic and think, “Yeah, I’m one of…
Medicare Open Enrollment Starts Soon; Here’s What You Need To Know
By Vincent Barbera, CFP®, MSFS Just as getting a driver’s license seems to occupy the mind of every almost-16-year-old, enrolling in Medicare occupies the mind of everyone nearing retirement. The…
How Might The Opioid Crisis Affect Your Financial Plan?
By Vincent Barbera, CFP®, MSFS In three short years, from 2014 to 2017, the U.S. saw an increase in drug overdose deaths, from 47,055 to 72,306. (1) And of those…
Should You Keep That Rental Property?
By Vincent Barbera, CFP®, MSFS When it comes to wealth-building, everyone wonders if they are making the right decisions. This is especially true with rental property owners. We all know…
Should You Keep That Whole Life Policy?
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…