Podcast Episode 34: The Secure Act

Jarrett B. Topel | Podcast Link

In this episode we discuss the provisions of The Secure Act

Per Capita vs. Per Stirpes

Gavin L. DiStasi | Blog Link

Much has been written on this blog and in other financial publications, about the importance of beneficiary designations in retirement... Read More »

Podcast Episode 33: The Charles Schwab - TD Ameritrade Merger

Gavin L. DiStasi | Podcast Link

In this episode we discuss the recently announced merger of Charles Schwab and TD Ameritrade

New Year’s Financial Resolutions

Jarrett B. Topel | Blog Link

As 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 »

Podcast Episode 32: Charitable Giving Age 70 1/2

Jarrett B. Topel | Podcast Link

In this episode we discuss charitable giving strategies once you reach age 70 1/2

Thankful

Gavin L. DiStasi | Blog Link

With 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 »

Podcast Episode 31: Why Spousal Support Is The Most Difficult Issue To Negotiate In A Divorce

Gavin L. DiStasi | Podcast Link

In this episode we discuss spousal support, and the difficulty in negotiating this issue in a divorce

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