Episode 33: The Charles Schwab - TD Ameritrade Merger
Gavin L. DiStasi | Podcast LinkIn this episode we discuss the recently announced merger of Charles Schwab and TD Ameritrade
New Year’s Financial Resolutions
Jarrett B. Topel | Blog LinkAs we close out 2019 and get ready for a fresh start in 2020, it is time, once again, to talk about New Year’s resolutions. Despite the... Read More »
Episode 32: Charitable Giving Age 70 1/2
Jarrett B. Topel | Podcast LinkIn this episode we discuss charitable giving strategies once you reach age 70 1/2
Thankful
Gavin L. DiStasi | Blog LinkWith the Thanksgiving holiday upon us this week, it is naturally the time of year when you get inundated with the “what I’m thankful for”... Read More »
Episode 31: Why Spousal Support Is The Most Difficult Issue To Negotiate In A Divorce
Gavin L. DiStasi | Podcast LinkIn this episode we discuss spousal support, and the difficulty in negotiating this issue in a divorce
Active Indexing
Jarrett B. Topel | Blog LinkHistorically, there have been two separate and distinct strategies investors have used when investing in the stock market. One is called “... Read More »
Episode 30: Wills, Trusts And Other Fun Stuff
Jarrett B. Topel | Podcast LinkIn this episode we discuss the role of estate planning in comprehensive financial planning.
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- January 23, 2020
"Social Security, Medicare ‘Easiest’ to Cut, Trump Says https://t.co/GY5JhKsx5b via @ThinkAdvisor"
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"OK Boomer: It’s Time To Make Some Tough Choices via @forbes https://t.co/Yct3uz5j0z"
- January 15, 2020
"Selecting Income-Driven Repayment (IDR) Plans To Manage Student Loan Obligations [NEV] - https://t.co/yfA2K3ZAOs"
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"Pay Is Rising Fastest for Low Earners. One Reason? Minimum Wages. https://t.co/2Kufaw8UyI"