Kim Basenback, CPF®, CeFT, and Mike Zarrelli, CFP®, EA, share some analogies to consider when managing personal finances. Analogies to Simplify the Complex Transcript Mike: Hey, everyone. Welcome to our
Kim Basenback, CPF®, CeFT, and Mike Zarrelli, CFP®, EA, discuss retirement planning and walk through a retirement checklist in this Technical Tuesdays video. Retirement Planning Checklist Transcript Mike: Hey,
Buying a home is one of the most significant financial commitments you’ll ever make. As exciting as it is, the mortgage process can be a complex web of numbers, terms,
Getting married can be a wonderful decision! You bring two people from different backgrounds with unique experiences and family dynamics together to create a new family unit. While it is
Tax season is here, and millions of people are getting a tax refund. Are you one of them? If so, you should plan ahead for what you’ll do with it.
The tax deadline is April 18, 2023. There are some actions that can be done in the next calendar year, but most actions are to be completed before December 31.
Kim Basenback, CFP®, and Mike Zarrelli, CFP®, EA, discuss the financial and emotional reasons to consider when deciding whether to pay off your mortgage early. Should You Pay off
Kim Basenback, CFP®, and Mike Zarrelli, CFP®, discuss managing finances for couples in this edition of Technical Tuesdays. Managing Finances for Married Couples Transcript Mike: Hey, everyone. Welcome to our
Growing up, it always seemed like $1 million was more than enough money to fund the rest of your life and live on easy street. In fact, it was common
Selecting the right financial advisor can make a big impact on your financial and personal life. That’s because selecting the right advisor can greatly improve your financial health and life