Jul 12, 2020Where Can I Find a TSP Advisor?This article outlines a process to find a certified financial planner to design a TSP allocation that makes sense within the context of...
Jul 12, 2020Time to Retire? Rolek Retirement Planning Survey ResultsTime to retire? When should I retire? Can I retire yet? We asked 10 questions about retirement planning preparation to readers of our...
Jul 12, 2020Protecting Assets from Long Term Care Costs in PennsylvaniaHow do you protect assets from potential future long-term care and nursing home care costs? This article discusses several techniques to...
Jul 12, 2020How to Minimize Pennsylvania Inheritance TaxHow can you minimize Pennsylvania inheritance tax? This article discusses practical methods to minimize or avoid PA inheritance tax while...
Jul 12, 2020What is the Best Medicare Supplement Plan in Pennsylvania?What is the best Medicare Supplement Plan in PA? This article discusses why enrolling in a Medicare Supplement Plan is important, when to...
Jul 12, 2020What is a Retirement Financial Advisor?A retirement financial advisor, also sometimes referred to as a retirement planner, is an advisor who is specially equipped to provide...
Jul 12, 2020What Does a Financial Advisor Do?What do financial advisors do? This article was written from our own retirement planning experience. What a financial advisor does will...
Jul 12, 20202 Questions to Ask a Financial AdvisorTwo simple questions can help you identify a financial advisor who will be an asset and, very importantly, protect you from those who...
Jul 12, 2020When Should I Hire a Financial Advisor?Before covering 6 situations when hiring a financial advisor adds value, we must address how to choose a financial advisor. It’s critical...
Jul 12, 2020Why Hire A Financial Advisor?Prior to discussing 7 reasons to hire a financial advisor, we'll briefly explain what to look for in a financial advisor. Quality of...
Jul 11, 2020What Are The Best Investments For Retirement?What are the best investments for retirement? While there is no single best investment, the best approach is to create a well-organized...
Jul 11, 20208 Reasons to Hire a Local Fiduciary Financial AdvisorA local fiduciary financial advisor understands nuances of the local area and can add value in ways that cookie-cutter planning can’t...
