Posted on October 15, 2019
** AUDIO MALFUNCTION — SKIP TO 6:26 ** Today, we are happy to have guest Danielle Roberts join us. Medicare expert, Danielle Kunkle Roberts, is a founding partner at Boomer Benefits. She is a well-known professional in the Medicare insurance industry, having personally helped thousand …
Posted on October 15, 2019
On this episode we talk all things relationships: marriage, divorce, custody etc. Peter Cedeno deals with a lot of divorcing couples where the main concerns are the assets and the children. All of these issues are highly sensitive to those involved and the approach to these situations must …
Posted on September 18, 2019
For most people the tax change did not have much effect. Now with a limited standard deduction, clumping together your expenses for each year will help you reach your standard deduction from charitable contributions to medical expenses.
Posted on September 17, 2019
Estate planning is much more than you think. Making sure your documents are up to date is crucial. Things to consider: Beneficiary Designation The Will What is part of an estate plan? Taxes?
Posted on July 17, 2019
How do you want to spend your years in retirement? Building a plan to help ensure you’re on track is important and we want to make it easy to get started. Watch this video to help ensure you’re on track toward retirement.
Posted on July 5, 2018
Watch the video below to learn about the 6 most common financial divorce mistakes and how to avoid them.