Make It Last – Ep 164 – There’s A Tool For Every Job

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[...]

Make It Last – Ep 163 – The 4 Keys to a Comfortable Retirement

Listen Here! This week on Make It Last Victor & Mark kick off the show by discussing interest rates and market volatility. A new study published by the Employee Benefit Research Institute found that retirees who felt comfortable have done the same 4 things. What are they? Listen to learn more! Also available on Spotify, Apple Podcasts,[...]

Make It Last – Ep 162 – Potholes in Retirement

Listen Here! The show starts with a little, “Get To Know Victor,” segment. Find out how he is connected to the hit trilogy: Pitch Perfect. 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[...]

Make It Last – Ep 161 – Aging: Concept v.s. Reality

Listen Here! This week on Make It Last Victor & Mark discuss inflation and if it is caused by excessive government spending. They'll also be talking about an article published by Dr. Ekerdt explaining the differences between having taught the concept of aging and living them... and how wrong he was! It's one thing to think about[...]

Five Fact Friday – January 28, 2022 This week we will be talking about Great Performances, a New York based catering and event company that decided to give back to their community during the pandemic by switching their services to providing seniors with nutritious meals. Show us the money, honey! We'll also be talking about new money trends for 2022... what[...]

Make It Last – Ep 160 – Insurance 101

Listen Here! Most Americans are getting a failing grade in financial literacy especially revolving around retirement. Victor and Mark share the top topics people are struggling with so you can understand! Then, they will go on to discuss the insurance world, and how it can benefit retirees. Finally, they'll talk about why it's important to[...]

Make It Last – Ep 159 – The Great Resignation

Listen Here! This week on Make It Last, Victor and Mark discuss why people are retiring early due to the pandemic. They'll also be talking about the advantages and disadvantages between personal retirement funds and pension plans. What are required distributions? What do they mean? Why do we even care about required minimum distributions? Find[...]

Five Fact Friday – January 14, 2022 This week we've got a double whammy for you all! Tech? Legal? BOTH?! We'll be talking about how to pass on your data to loved ones with the new iPhone digital legacy feature. We'll also be paying tribute to a true legend, Betty White! Her top 20 best moments are linked below! Five Fact[...]

Make It Last – Ep 158 – New Year. New Goals.

Listen Here! This week on Make It Last Victor gives advice on how to set healthy retirement goals, as well as how to achieve them. He'll also give you an inside look on what the new client process is like. Finally, Mark and Victor wrap up the show with a conversation about health v.s. wealth, as well[...]

Office Updates in Regards to COVID-19: Delta & Omicron

Due to rising COVID-19 cases, our office has will continue to put the safety of our clients and team members above all else. Meetings can and will be done virtually when possible. While the past two years have been an adjustment, our team has been able to successfully navigate the tumultuous challenges COVID-19 has presented in[...]