by Chris GrandeJune 19, 2021 Financial Planning A Financial Checklist for Caring for Aging Parents if your parents are nearing the age of retirement (or have already retired), you might want to discuss their current … Read More
by Chris GrandeDecember 18, 2019 Financial Planning Risks in 1031 Exchanges This economic trend of boomers selling may bring us back - at least in part - to some of the … Read More
by Chris GrandeDecember 17, 2019 Financial Planning, Investing Is Holding a High Balance in a Savings Account a Good Idea? Of course with the stock market constantly marching higher, you may be feeling that “FOMO” - i.e. Fear of Missing … Read More
by Chris GrandeSeptember 4, 2019 Financial Planning, Retirement Income Planning Foreign Held Annuities – Bringin’ Em Back More Americans are bringing their foreign held annuities and other assets back to the USA. Here's why and how... Read More
by Chris GrandeSeptember 26, 2018 Financial Planning Reallocate Your Portfolio without a Big Tax Bill – Video Reallocate Your Portfolio without a Big Tax Bill Are you worried about the stock market but don’t want to sell … Read More
by Chris GrandeFebruary 6, 2017 Financial Planning Getting Financially Organized in the 21st Century Being financially organized in the 21st century can be simple and easy. However, it may take some time. Moreover, my articles … Read More
by Chris GrandeMarch 17, 2016 Financial Planning Financial Planner Better Than a Therapist? Is a financial planner better than a therapist? In his October 2015 article, financial columnist Lou Carlozo listed 7 Reasons Your … Read More
by Chris GrandeFebruary 18, 2016 Downsizing, Financial Planning Retirement Debt – Sinking Boomers’ Dreams Retirement debt is the problem that boomers didn’t think they’d have… Sherry* should be retired. She has nearly paid off … Read More
by Chris GrandeDecember 31, 2015 Financial Planning, Health Care & Insurance Catastrophic Disability Insurance Rider – Cheap Long Term Care for Younger People by Chris Grande Catastrophic disability insurance rider on your disability insurance policy may be the bridge you need to cover … Read More
by Chris GrandeSeptember 30, 2015 Financial Planning, Health Care & Insurance Workplace Benefits: Making Smart Choices When You Change Jobs Understanding Workplace Benefits… Congratulations on your new position! I know the last thing on your mind are your new workplace … Read More