Listen Here! On this episode of Make It Last, Victor & Mark discuss building a financial house and the tools you need that will get you through retirement. This episode will help you make sure your retirement plan can withstand the test of time. Inflation who? They'll wrap the show up with a game of[...]
Listen Here! You already have the foundation, but what’s a house without walls and a roof? Victor gives you all the materials you need to make sure the Big Bad Wolf doesn’t blow your house down. Then, Victor goes on to discuss the challenges behind guiding his clients through their estate planning and the three[...]
Listen Here! This week on Make It Last, Victor and Mark will be discussing two major topics: What are the 4 things that all successful retirees have in common, and what are the 4 major costs of estate planning? Once you have these two questions answered, you'll be able to successfully strength test your retirement[...]
Listen Here! This week on Make It Last Victor and Mark discuss different factors to consider when mapping out your road to retirement. Potholes in retirement- what are the things you can't see coming/can't avoid and how do you plan around them? Utilizing the right navigation system- how an experienced attorney acts like a personal GPS.[...]
Listen Here! This week on Make It Last, Victor explains the difference between an elder law attorney and a general law attorney. Then, Victor talks about all of the documentation you need in order to have a sustainable retirement plan. Find out why it's important that you establish a plan before taxes (potentially) go up[...]
Listen Here This week on Make It Last Victor and Mark give you a little insight into who Victor is and how he got to where he is now. Then, Victor and Mark go on to discuss Social Security and how it is, in essence, the corner stone of your retirement plan. Finally, the guys[...]
Listen Here! This week on Make It Last, Mark and Victor discuss financial literacy and how the education system has failed in teaching it. Then, Victor goes on to discuss the challenges behind guiding his clients through their estate planning and the three stages of life -the Go-Go Years, the Slow-Go years, and the No-Go[...]
A single winning ticket was sold in Rhode Island for the $336M Powerball lottery drawing a little while back. The winner has stepped forward to claim her prize. Her name is Louise White and she is described as a "vivacious" 81-year old. Here is the news article. Ms. White claimed the prize on behalf[...]
One of the topics I discuss in my initial client meetings is the federal estate tax and its future. Over the years, the discussion has had to change as the landscape of federal estate tax changes. I'm often asked what I think Congress will do in the future with the estate tax…and the truth is…I[...]
Last month, Congress passed a broad tax law that included estate tax provisions increasing exemption amounts to $5 million per person. The new law, now known by an acronym that, if I write it here, will have you fleeing to another site — it's that boring — also includes a provision that allows an individual[...]