Jai7 Out of 10 People Age 65 and Over Will Require Long Term CareAre you prepared?Oct 19, 2020Oct 19, 2020
JaiAre You Making These Credit Mistakes?Good credit doesn’t become any less important in retirement.Oct 12, 2020Oct 12, 2020
JaiWhat Are You Bringing to the Table?We all know at least one person, be it a relative, a friend or acquaintance who shows up to dinner empty handed. For me, it was my uncle’s…Sep 20, 2020Sep 20, 2020
JaiSwiping Left or Right is Not EnoughChoosing your financial planner takes a little more effortSep 20, 20201Sep 20, 20201
JaiPayroll Tax Cut or Tax Deferral — What’s the Difference?Knowing the difference could save you a lot of money.Sep 12, 20201Sep 12, 20201
JaiAre You Sure About Early Retirement?The pandemic has taken an economic and emotional toll on all of us. Over the past several months I’ve chatted with individuals who are on…Sep 7, 2020Sep 7, 2020
JaiThe Three-Legged Stool is BrokenAll this time we’ve relied on the three-legged stool theory for retirement planning. And we all have the same stool: (1) our employer’s…Aug 28, 2020Aug 28, 2020
JaiThere May be a Hole in Your Bucket“There’s a hole in the bucket, dear Liza, dear Liza; There’s a hole in the bucket, dear Liza, a hole; Go fix it dear Henry, dear Henry…Aug 20, 2020Aug 20, 2020
JaiWhat’s Stopping You From Purchasing Life Insurance?Our lives have evolved so rapidly over the last five decades I’ve inhabited the planet. I remember a time in the not too distant past when…Aug 16, 2020Aug 16, 2020