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Experts
20 results total, viewing 1 - 10
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Astoundingly, only 40% of adults in the U.S. have Wills. Whatever your wealth or family circumstances, you should have a Last Will and Testament. And it should be part of an overall plan, considering …
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James F. Burdi, Esq.
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1/25/21
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Jo Ann Jenkins, AARP CEO and author of the novel Disrupt Aging, provides an outline for living your life fully at every life stage and age. This concept became more significant to Jenkins when she …
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Michele Biggart
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11/4/20
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Back to school globally means getting your children and yourself ready for a successful year without any unpleasant interruption to children's learning as well as interruptions to a parent’s …
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9/18/20
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There is a new generation label that many of us fall into, along with our Generation X and Millennial designation – the Sandwich Generation. This large group of 30-, 40- and 50-somethings can …
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by Michele Biggart, Director of Sales, Fountaingate Gardens
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8/7/20
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Swings in the stock market can cause emotions to run high, particularly for investors who are approaching retirement. And for good reason. Recent research from Ameriprise Financial uncovered that the …
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Christopher Zarra, CFP®, ChFC®, CFS®
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6/1/18
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Inflation is the normal state of affairs in the U.S. economy. Most economists consider an annual increase in the cost-of-living of two or three percent per year to be a manageable level of inflation. …
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Christopher Zarra, CFP®, ChFC®, CFS®
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4/20/18
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When experiencing a dental emergency, call the dentist right away so to schedule an appointment as soon as possible. This may mean the same day or the next morning. Until you get to the …
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Dr. Alina Bergan, DDS
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4/20/18
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Whether you can still count the days since you started your first job or you are nearing the end of your career, saving for retirement should be a top financial priority. You have the potential to …
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Christopher Zarra, CFP®, ChFC®, CFS®
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3/23/18
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The average refund for individual income taxpayers who received one for the fiscal year ending in September 2016 topped $3,000, according to the IRS.1 If you expect to receive a refund on your 2017 …
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Christopher Zarra, CFP®, ChFC®, CFS®
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2/19/18
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Major medical expenses can carry a heavy financial toll. And the fact is, all of us are susceptible to an unforeseen medical event. If you experience an accident or injury, cost may be the least of …
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Christopher Zarra, CFP®, ChFC®, CFS®
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1/19/18
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