Five Fact Friday – November 26, 2021 This week we're sharing some shopping secrets that will help you snag great deals before sales end or supplies run out on Cyber Monday. We'll also be sharing some helpful tips on how to navigate uncomfortable conversations you may have with your aging parents about wills and powers of attorney. Five Fact Friday is every[...]

Make It Last – Ep 154 – The Insurance World

Listen Here! This week on Make It Last, Victor breaks down the process he uses with clients to ease their worries about their income in retirement. Then, he and Mark go on to discuss the insurance world, and how it can benefit retirees. Finally, they'll wrap things up with a game of "Inflation Trivia!" Click[...]

Five Fact Friday – November 12, 2021 This week we're talking about Providence, New England. An unlikely tourist destination spot you might just be able to cash in on! I also have a really great trailer review for the new Star-Wars spin-off show, Book of Boba Fett! Five Fact Friday is every other week. Subscribe so you never miss one!  [...]

Make It Last – Ep 152 – Cozy with Healthcare

Listen Here! This week on Make It Last Victor explains the importance of utilizing your financial advisor (in hand with your Accountant) to proactively do your tax planning. Let's get familiar with healthcare. Most people are unfamiliar with the ins and outs of healthcare in retirement. Not to worry! Victor will give you the full breakdown[...]

Make It Last – Ep 151- Inflation + Social Security Increase

Listen Here! Recent numbers have come out putting inflation at 5% for September, and there’s a 5.9% increase to Social Security predicted for January 2022. While some are rejoicing, there is definitely a flip side to this news as well. Victor & Mark talk about what’s driving this higher inflation, how it’s related to the[...]

Five Fact Friday – October 29, 2021 This week on Five Fact Friday, I'm talking about some spooky cool content you won't want to miss. All treats and no tricks here! Find out more by clicking the link below.   Reading: Watching: Tech: Legal: Retirement: Full Transcription Below (more…)[...]

Make It Last – Ep 150 – The Big Bad Wolf

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[...]

Make It Last – Ep 149 – The Tour de France

Listen Here! This week on Make It Last, Mark and Victor will be discussing the Tour de France! How the Marginal Gains Theory helped France win, and if you can use the same theory to plan a successful retirement. They'll also be discussing the importance of getting to know your attorney, and why it's important[...]

Understanding Your Medicare Options

Whether you have just become eligible for Medicare, or have had it for years, we want to help you understand the program in its entirety. Health insurance benefits are constantly changing, and it's important to work with an independent financial professional who can help you explore your options and purchase the right plan for you.[...]

Make It Last – Ep 148 – Two By Four

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[...]