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…
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 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…
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…