As we age, the prospect of needing assistance with daily activities becomes more likely. Planning for long-term care (LTC) ensures that you or your loved ones will have access to the support needed, while avoiding financial strain. Below, we’ll explore some common questions about long-term …
When presenting to individual investors, what I worry about the most is offending an audience member’s political views, especially when there’s a Q&A to follow. As our political discussions grow more contentious, it’s more challenging to avoid stepping on toes.
Life is treating you well. Success shows in your promotions at work. The kids graduated from college, and they are out on their own. The nest is empty and you realize it’s high time you focused on your financial health – finally!
Our founder, Lawrence Sprung, had the honor of being recognized in Registered Investment Advisor magazine on June 20, 2019 in their Follow The Leaders article by Courtney McQuade. Twitter is celebrating its 13th birthday next month and they highlighted 10 RIAs to follow on Twit …
A few years back, I conducted and published research in the Journal of Financial Planning that showed Americans don’t understand reverse mortgages. In fact, respondents scored below 50 percent on a 10-question true-false quiz.
With Twitter celebrating its 13th birthday next month, here are 10 tweeting RIAs that are bona fide must-follows. 7. Larry Sprung Larry Sprung has a passion for helping others, both financially and emotionally. As founder and president of Mitlin Financial, this RIA shares personal finance t …
The number of Americans prepared to meet their basic expenses in retirement has drastically declined in the last 20 years, according to research published by Boston College.
