Quantcast

Tag: Financial Planning ()

089: Am I At Risk for Having My Identity Stolen?

In this episode, Patti reveals specific details to look out for with some of the most common and dangerous cyber hacking scams out there.

Posted 01/28/2022 04:00 AM

088: Issues to Consider Before Updating An Estate Plan

Patti guides the listener through a checklist of important items to keep in mind before updating or changing certain parts of your estate plan.  She also reveals what the best legal tools are to protect yourself and those you love from expensive tax impli

Posted 01/14/2022 04:00 AM

086: VAL (Virtual Assisted Living) with MIT AgeLab

In the second of a two-part series, Patti welcomes back Dr. Joseph Coughlin PhD, Director of the MIT AgeLab.

Posted 12/17/2021 04:00 AM

083: Biden's New Tax Proposal

Patti meets with her Chief Planning Officer, Eric Fuhrman, to unravel the intricacies of Biden’s New Tax proposal, the Build Back Better Plan.

Posted 11/05/2021 04:00 AM

082: It’s Time for Medicare Open Enrollment!

Patti and Eric carefully dissect the nuances of each Plan, while also reminding the listener of dates in the timeline to be aware of. 

Posted 10/22/2021 04:00 AM

081: Issues to Consider When Moving Out of State

Patti guides the listener through a checklist of important items to keep in mind before making the big move, to better understand the rules when establishing state residency to fight potential tax audits.

Posted 10/08/2021 04:00 AM

079: Resources for Parents of a Special Needs Child

In this episode, Patti addresses another important question asked by her clients.  “I have a child/grandchild with special needs, what resources are out there that can assist me in providing and maintaining a good quality of life for him/her?”

Posted 09/10/2021 04:00 AM

078: America’s Economic Imbalance and Rising Inflation

Patti meets with her Chief Planning Officer, Eric Fuhrman, to discuss concerns most Americans have right now regarding rising inflation.

Posted 08/27/2021 04:00 AM