“Beauty is in the eye of the Beholder,” but it is also true that value is in the eye of the beholder. Your heirs will assign value not just on a monetary basis but on emotional and other terms. Perhaps son values a $475,000, memory-filled h
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Watch out for the new “Part-Time Fiduciaries” AKA Brokers and Bankers operating as Fiduciaries in the Delaware Valley. They are not SEC Registered Investment Advisors or SEC Registered Fiduciaries. Since 1940, the US Investment Industry was
What happened to the Bonds in your 60% Equity/40% Fixed Income Portfolio in 2022? Weren’t they supposed to be the safe part of your investments? “This year’s bond crash will go down in the history books as an extreme: a 24.8% plummet for long-t
For many Bucks county residents Social Security benefits are an integral part of their financial plan for retirement. Three of the principal factors that determine the amount of your benefits are: earnings history; marital status; and the age you beg
Hopefully you have already created an investment strategy based on the following principles: #1 Identifying your risk tolerance. Know thyself. Every investor has a unique tolerance to enduring losses and to resisting too good-to-be-true o
For Buffalo Residents a Financial Advisor Describes What You Should Know About a Roth IRA Conversion
An effective strategy for evaluating retirement and estate planning options is to consider converting a traditional IRA to a Roth IRA. Revisiting Roth conversions may be appropriate due to recent market valuations given the volatile market decline.&n
An effective strategy for evaluating retirement and estate planning options is to consider converting a traditional IRA to a Roth IRA. Revisiting Roth conversions may be appropriate due to recent market valuations given the volatile market decline.&n
Medicaid Spend Down is a process that examines an applicant’s assets and income, and applies the Medicaid limit criteria, which varies from state to determine how much could be spent down, to be eligible for Medicare benefits, especially long-term
The Markets (as of market close July 22, 2022)Stocks ended last week in the black, with the market posting its best week in a month. Despite a late-week decline, each of the benchmark indexes listed here posted solid weekly gains, led by the Russell 2000 and the Nasdaq. Bond prices rose, pulling yie
The Markets (as of market close July 15, 2022) Despite a late-week rally, stocks ended last week lower. A strong retail sales report for June showed continued economic strength, even in the face of rising inflation and concerns over an economic recession. Investors still aren’t totally sold on