I am using this blog to announce some exciting news. Sean Lovison is joining the firm. I have known Sean for about a year and am excited that he has decided to sign on. Sean is based in Moorestown, in...
Learn More(This blog is essentially a repeat of one I sent last year, but given that so many have lost employer-based health coverage recently I thought it would be timely for those impacted.) When you lose your...
Learn MoreIn our financial planning practice, we spend a fair amount of time with people in a job transition. In the past we have spoken with several people who pay for their health insurance through COBRA and don’t...
Learn MoreThere are two basic options for those on Medicare: Original Medicare and Medicare Advantage. In this blog I’ll walk through the pros and cons of each. I’ll first discuss the components of Original Medicare...
Learn MoreThere are some unique tax planning considerations for people in the phase between retirement from full-time work and age 70. In this blogpost I discuss some of those strategies. In working with my financial...
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