Learn the 12 steps you need to take to make an estate plan. Click here to read more.[...]
Victor Medina is excited to announce that Make It Last will now be released as hour long segments and air Wednesday mornings at 11am on WCTC 1450AM radio. The hour segment is part of a featured series on WCTC Radio – Sound Advice. The featured series is where professional experts offer their knowledge on topics from financial[...]
While out at a conference last week Victor had the opportunity to see some inspiring speakers, one of them being Dr. Jeffrey Life. You may have seen Dr. Life on the cover of magazines or on television, he is an 80 year old man who decided to turn his life around in his late 50s[...]
In the first segment of the show Victor provides an update on the status of the NJ fiduciary rule for financial advisors.The rule is currently being discussed in informal conferences. In these conferences some financial advisors are claiming, should the rule be imposed, it will negatively influence how they are able to do their job,[...]
We are coming up on the last days for Medicare open enrollment. You will have until December 7th to enroll so if you have not done so yet, there is still time. Take a listen to the first half of this show as Victor explains the importance of enrolling on time and suggests going back[...]
Seeing those you have not seen in a while can draw attention to issues you may not have realized were developing in older adults in your family. After the holidays is a great time to begin to develop a team of professionals to assist your family in getting older adults to a safe and comfortable[...]
Estate planning is not just about getting documents put into place and making sure your finances are allocated to go to the right person or place. An estate plan should be personalized to your own specific needs and lifestyle, to make sure that things like your pets and online accounts have someone taking care of[...]
In 2016 Victor published his first two books in the Make It Last series. One in the area of fundamental estate planning and one in the area of retirement planning. After realizing the great need to continue the Make It Last series with a book on elder law planning and the costs of aging, Victor published Make It Last: Protecting[...]
In the first segment of the show Victor shares two things you should keep in mind: Medicare open enrollment is currently going on until December & the recent volatility of the stock markets is normal. In the second segment of the show Victor interviews Paul Euell of SYNERGY HomeCare. Paul provides a wealth of knowledge[...]
In the first half of episode 78 Victor explains the concept of an E.P.I.C. retirement and how the meaning of retirement has changed over the years. In the second half of the episode Victor interviews Bernie Sokal of MoneyCare Financial. Bernie is a daily money manager and fiduciary, meaning he is able to manage the[...]