News
Female Family CFOs – We Are Here For You
In many of the families that we work with, the mother (or wife), is the person who takes care of the finances and makes investment decisions. These women, as well the single or widowed women we work with, handle significant responsibilities. These responsibilities...
5 Medicare Changes You Need To Know About
The Centers for Medicare Services announced on Thursday the changes that will go into effect for Medicare recipients for 2017. First the Part A deductible will be increasing by $28 from $1,288 to $1,316 and the Part B deductible will be increasing by $16 from $166 to...
How Many Credit Cards Is Too Many?
By Jill Krasny Published September 22, 2016 Personal Finance Credit.com With so many tempting credit card offers out there — we’re looking at you, Chase Sapphire Reserve — who wouldn’t want to take advantage of them and sign up? But some consumers may have reason to...
Law Enforcement and Fire Personnel… How the Windfall Elimination Provision Affects You
If you work for an employer who doesn’t withhold Social Security taxes from your salary, such as a government agency; e.g. City of Philadelphia, any pension you get from that work can reduce your Social Security benefits. The Windfall Elimination Provision (WEP) can...
In A Union Construction Trade? Unsure How to Handle Your Annuity Fund At Retirement?
We have a large contingent of union tradesman in our client base and all have annuity options as part of their retirement programs. The options vary from union to union and generally speaking they can be confusing. One of the biggest concerns that we have for our...