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Blog

Ken Weingarten | Oct 21, 2021

Open Enrollment for 2022 Medicare Coverage: Should You Make Changes?

Medicare

With the Fall season underway, current Medicare beneficiaries are reminded that Open Enrollment is now available. From October 15th – December 7th, current

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Ken Weingarten | Oct 11, 2021

FAFSA vs CSS Profile: What Are the Differences?

Financial Aid

Both the Free Application for Federal Student Aid (FAFSA) and the College Scholarship Service (CSS) Profile are two extensive applications that are required by

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Ken Weingarten | Sep 27, 2021

‘American Families Plan’ Tax Proposal: What You Need to Know

Tax Planning
Investment Planning
Retirement Accounts

Back in April, the Biden Administration proposed numerous changes to the tax code which underwent various changes in the legislative text and is being debated

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Ken Weingarten | Sep 10, 2021

Financial Trade-Offs: Choices Between Time and Money

Financial Planning
Behavioral Finance

In this age of DIY investing and financial planning, it may be possible to handle personal finances on your own, but at what cost? While the monetary cost may

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Ken Weingarten | Aug 26, 2021

Charitable Donations: Strategies for Donations Sizes

Tax Planning
Charitable Donations

Large or small, every donation counts towards doing good. Depending on either your financial situation and/or overall charitable inclination, you may have a

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Ken Weingarten | Aug 12, 2021

Social Security for Couples: Why It Can Get Complicated

Social Security
Retirement Planning

Despite it being such an expansive program, Social Security is relatively straightforward. You work for 40 quarters (or 10 years) and pay into the system. Once

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Ken Weingarten | Jul 30, 2021

Financial Conversations: How Common Are These Topics in Your Relationship?

Financial Planning
Behavioral Finance
Investment Planning

When it comes to financial topics, some answers are more clear-cut than others. A discussion about maxing out a Roth IRA (which you should) may be an easier

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Ken Weingarten | Dec 31, 2020

Consolidated Appropriations Act, 2021: What You Need to Know

Tax Planning
Charitable Donations
Financial Planning
Required Minimum Distribution

On 12/27/20, this act was signed into law which extends certain provisions that were passed back in March with the CARES Act (see our earlier blog). While the

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Ken Weingarten | Dec 10, 2020

Financial Meditations: Introspections to Consider Part 2

Behavioral Finance

In our last blog, we discussed several questions to answer when contemplating your relationship with money. This exercise is meant to stimulate a self-analysis

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Ken Weingarten | Dec 4, 2020

Financial Meditations: Introspections to Consider Part 1

Behavioral Finance

Your relationship with money is a lifelong, ever-changing process. Reflecting on this relationship from time to time is encouraged as you may discover something

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Ken Weingarten | Nov 20, 2020

Financial Cybersecurity: How to Protect Your Information

Cybersecurity

With most, if not everything, now accessible online, it can quickly get onerous keeping track of all your online username/password information. After a certain

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Ken Weingarten | Nov 13, 2020

Roth IRAs: Common Mistakes to Avoid

Retirement Planning
Savings

Saving money for one’s future is relatively straightforward. Money goes in when you are younger, and money comes out as needed when you are older. Saving into a

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