Episode 27: Farewell, Richard
Gavin L. DiStasi | Podcast LinkIn this episode we remember Dr. Richard Topel
Join Topel & DiStasi Wealth Management at Bike MS: Waves to Wine 2019
Gavin L. DiStasi | Blog LinkMultiple Sclerosis (MS) is a potentially debilitating disease which causes damage to the insulating covers of nerve cells in the brain and... Read More »
Episode 26: Collaborative Divorce-What Is It?
Gavin L. DiStasi | Podcast LinkIn this episode we talk about the collaborative divorce process
Beneficiary Bungle
Jarrett B. Topel | Blog LinkDesignating beneficiaries for your retirement accounts and life insurance policies is one of the most critical decisions you can make in... Read More »
Episode 25: Pension Power
Jarrett B. Topel | Podcast LinkIn this episode we discuss the power of the employer provided pension plan
Say Goodbye to the Restricted Application for Spousal Benefits
Gavin L. DiStasi | Blog Link2019 marks the last year people can take advantage of a Social Security rule that will soon be phased out. That rule is called filing a... Read More »
Episode 24: College V Retirement
Gavin L. DiStasi | Podcast LinkIn this episode we discuss the choice between saving for college or saving for retirement.
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- July 18, 2019
"Scientists say spending habits reflect key personality traits - CBS News https://t.co/OMghAYJSIv"
- July 17, 2019
"Most Millionaires Don't Consider Themselves Wealthy: Ameriprise Survey https://t.co/b2X1iOmCpm via @ThinkAdvisor"
- July 08, 2019
"The Good News: The Job Market Is Solid. The Bad News: The Job Market Is Solid. https://t.co/Rzh8JNlyDX"
- July 03, 2019
"The quiet campaign to reinstate the gold standard is getting louder - Quartz https://t.co/jg8b4DQdL8"
- June 28, 2019
"“Rainbow retail” big during Pride Month — but what about rest of year? - CBS News https://t.co/9lN4BhSY7j"
- June 24, 2019
"4 Questions You Should Ask Before Buying a House With a Friend https://t.co/pgao9Ogc7J"
- June 20, 2019
"Why Open A Reverse Mortgage Before It Is Actually Needed? via @forbes https://t.co/kofnd4ZFW0"
- June 17, 2019
"The calm before the Fed storm? Dow edges higher at the start of eventful week @CNN https://t.co/Q6HthknG9B"
- June 13, 2019
"IRA trusts could become an estate planning disaster https://t.co/oc1BqBaqz7 via @investmentnews"