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…
10 Questions To Ask Your Financial Advisor
By Vincent Barbera, CFP®, MSFS We have no lack of options these days. Whether it’s choosing a restaurant or finding a doctor, there are so many choices that it’s easy…
$1 Million Isn’t What It Used To Be
When we think of a sum of money that would solve our problems and provide financial security, $1 million is a pretty typical number to come to mind, according to…
Is Your 401(k) Ready For A Market Downturn?
If you’ve kept your eye on either your investments or media headlines in the past two years, you know it’s been a wild ride for the stock market! In 2017,…
John Bogle: Our Advocate
Mr. John Bogle, founder of The Vanguard Group, passed away on Wed, Jan 16th at the age of 89. Much has been written about him and I encourage you to…
Could Financial Planning Reduce Your Tax Bill?
By Vincent Barbera, CFP®, MSFS For most people, April is usually not a month to be excited about or look forward to. The reason for this is because April is…
My 3 Rules For Financial Success
It doesn’t need to be complicated. If you’re like most people, you probably constantly hear different financial tips and tricks. Whether it be on TV, the internet, or from a…
How To Teach Your Kids About Money
If you’re like most parents, the minute you hold your new child in your arms, you start thinking about all the things you’re going to do with them and the…
5 Unexpected Threats To Your Retirement Plan
After decades spent growing your career, you say goodbye to coworkers and retire to a life of leisure. This idyllic future may not become reality if your retirement plan is…