July 12, 2020 at 2:40:21 PM

Where 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...

July 12, 2020 at 1:37:54 PM

How to Minimize Pennsylvania Inheritance Tax

Minimizing Pennsylvania Inheritance Tax: A Short Summary How can you minimize Pennsylvania inheritance tax? This article discusses...

July 12, 2020 at 1:07:09 PM

What 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...

July 12, 2020 at 8:53:49 AM

Why 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...

July 12, 2020 at 2:26:25 PM

Time to Retire? Rolek Retirement Planning Survey Results

Time to retire? When should I retire? Can I retire yet? We asked 10 questions about retirement planning preparation to readers of our...

July 12, 2020 at 1:23:49 PM

What 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...

July 12, 2020 at 9:01:34 AM

2 Questions to Ask a Financial Advisor

Two simple questions can help you identify a financial advisor who will be an asset and, very importantly, protect you from those who...

July 11, 2020 at 11:26:22 PM

What 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...

July 12, 2020 at 1:45:13 PM

Protecting Assets from Long Term Care Costs in Pennsylvania

How do you protect assets from potential future long-term care and nursing home care costs? This article discusses several techniques to...

July 12, 2020 at 1:19:43 PM

What 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...

July 12, 2020 at 8:57:21 AM

When 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...

July 11, 2020 at 11:17:58 PM

8 Reasons to Hire a Local Fiduciary Financial Advisor

A local fiduciary financial advisor understands nuances of the local area and can add value in ways that cookie-cutter planning can’t...