Don P. Martone, CFP®, ChFC®, CLU®
Posted Tue, Nov 14, 2023
Over their longer lives, women spend far more on health care than men. These tips from Bank of America can help you cover the costs at every age.
Posted Thu, Oct 05, 2023
Taking steps at each of these stages on the road to retirement could potentially help you maximize your income and minimize your taxes.
Posted Wed, Aug 02, 2023
While borrowing or taking a distribution from your plan are both options, Bank of America explains why you need to think about the impact on your long-term goals first.
Posted Wed, Jul 05, 2023
Whether you are remarrying, your child is graduating from college or some other big event arises, use these tips from Bank of America to take a second — or first
Posted Wed, May 17, 2023
Trusts can be an efficient way to provide a financial legacy to the people and causes you care about.
Posted Tue, Apr 04, 2023
It is more than a lifestyle choice — the decision should be a key part of your retirement planning. Here is what to consider, according to Bank of America.
Posted Fri, Mar 10, 2023
Trusts can be an efficient way to provide a financial legacy to the people and causes you care about. Plus, there are other benefits you may not have considered, according to Bank of America.
Posted Fri, Feb 10, 2023
Saving for college is a top priority for Hispanics/Latinos — and a financial stress for many parents. Consider these creative ways to save for your kids’ college.
Posted Tue, Dec 13, 2022
How to Make the Most of Your Inheritance?
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