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Archive: 2019 ()

016: Having The Conversation with Mom and Dad

When is the “right” time to have the difficult conversation with Mom and Dad about driving, or moving, or any other important decision as they age?

Posted 05/24/2019 06:00 AM

015: MIT Age Lab – Inventing Tomorrow

The last episode of the 3-part series, Patti circles back with John Diehl of the Hartford Funds.

Posted 05/10/2019 06:00 AM

014: Life Divided Into 8000 Day Segments – Where Are You Now?

In this second episode of the 3-part series, Patti is once again joined by John Diehl of the Hartford Funds to discuss MIT AgeLabs’ study that divides life into 4 segments of 8000 days each.

Posted 05/10/2019 06:00 AM

013: MIT Age Lab's Top 3 Questions Anyone Over 45 Should Be Asking

John Diehl, Senior Vice President of Strategic Markets for the Hartford Funds joins Patti to discuss his work with the MIT AgeLab.

Posted 05/10/2019 06:00 AM

012: Protect Your Assets – Make Sure You Have The Proper Coverages!

Patti asks the hard questions with insurance expert, Neale Boyle, to help determine what constitutes negligence and how to protect ourselves with insurance.

Posted 04/26/2019 06:00 AM

011: Optimizing Cost Saving Opportunities with The Affordable Care Act

Patti and her Chief Planning Officer discuss how assets have no impact on eligibility to get a premium tax credit under the ACA – a little known fact!

Posted 04/12/2019 06:00 AM

010: New Tax Law Changes That Will Benefit You When Filing Your Corporate Return

Patti strategizes with one of the Philadelphia area top CPAs, Bruce Boylston of Rothman, Boylston LLC.

Posted 03/29/2019 06:00 AM

009: New Tax Laws for 2019 - Money Making Tips for Individuals

Patti and Bruce break down the complexities of the New Tax Law into easily comprehensible tips and strategies – just in time for the filing deadline!

Posted 03/15/2019 06:00 AM