Alternatives to Long-Term Care Insurance

By Mark Fissel
Posted on May 30th, 2017

The costs of long-term care can be overwhelming, potentially exhausting retirement income and savings. You may be thinking about buying long-term care insurance (LTCI) to […]

Learn More

Student Loan Debt: It Isn’t Just for Millennials

By Mark Fissel
Posted on May 30th, 2017

It’s no secret that today’s college graduates face record amounts of debt. Approximately 68% of the graduating class of 2015 had student loan debt, with […]

Learn More

Four Numbers You Should Know

By Mark Fissel
Posted on May 30th, 2017

When it comes to your finances, you might easily overlook some of the numbers that really count. Here are four to pay attention to now […]

Learn More

What is an ERISA fiduciary?

By Mark Fissel
Posted on April 24th, 2017

The Employee Retirement Income Security Act (ERISA) was enacted in 1974 to protect employees who participate in retirement plans and certain other employee benefit plans. […]

Learn More

Are you ready to retire?

By Mark Fissel
Posted on April 24th, 2017

Five questions to ask yourself when deciding whether or not you are ready to retire. Is your nest egg adequate? It may be obvious, but […]

Learn More

Tax Benefits of Home Ownership

By Mark Fissel
Posted on April 24th, 2017

Buying a home can be a major expenditure. Fortunately, federal tax benefits are available to make home ownership more affordable and less expensive. There may […]

Learn More

Is It Wise to Trade Your Pension for a Lump Sum?

By Mark Fissel
Posted on April 24th, 2017

Most private employers have already replaced traditional pensions, which promise lifetime income payments in retirement, with defined contribution plans such as 401(k)s. But 15% of […]

Learn More

Taxes: File Yours by April 18th!

By Mark Fissel
Posted on April 18th, 2017

IRS Tax Deadline 2017—File your Taxes by Tuesday, April 18, 2017 Deadline to file individual taxes for 2016. Last day to make a contribution to […]

Learn More

Converting Retirement Savings to Retirement Income

By Mark Fissel
Posted on March 21st, 2017

You’ve been saving diligently for years, and now it’s time to think about how to convert the money in your traditional 401(k)s (or similar workplace […]

Learn More

Spring Cleaning Your Finances

By Mark Fissel
Posted on March 21st, 2017

The arrival of spring often signifies a time of renewal, a reminder to dust off the cobwebs and get rid of the dirt and grime […]

Learn More