NEWS & COMMENTARY

Technical Tuesdays

Four Analogies to Simplify the Complex

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 […]

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Retirement Planning Checklist

 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, […]

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The Costs of Raising Children

 Myennohweh McCurrie, CPF®, and Mike Zarrelli, CFP®, EA, chat through the cost of having kids and share some tips on how to handle those extra expenses. The Costs of Raising […]

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How Do Financial Advisors Use Credit Cards?

 Kim Basenback, CFP®, and Mike Zarrelli, CFP®, EA, share tips and tricks on how they use their credit cards to their best advantage. How Do Financial Advisors Use Credit […]

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Master Medicare with Margo

FSA has partnered with Margo Steinlage, President of Steinlage Insurance Agency, to help with understanding Medicare and how to create a healthcare package that works for you.   FSA’s current […]

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Should You Pay off Your Mortgage Early?

 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 […]

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Taxes: To Self-Prepare or Hire a Tax Professional?

 Kim Basenback, CFP®, and Mike Zarrelli, CFP®, share their thoughts about when to prepare your own taxes and when to consider hiring a tax professional. Taxes:  To Self-Prepare or […]

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Managing Finances for Married Couples

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 […]

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