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Helping people plan smarter for their future

Author Archives: Matt Stadelman

Protecting Parents from Financial Abuse

News about financial elder abuse becoming more common nowadays. Whether it’s via phone, mail, internet, or even through direct interaction, vulnerable seniors are being targeted frequently.  We often think that such a thing won’t happen with our parents or feel … Continue reading

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Top 3 Holiday Bonus Ideas

The end of the year is near and that means it’s holiday bonus time! If you’re fortunate enough to receive a bonus this year there are three very important you should consider doing with it above all else. First, if … Continue reading

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The Holiday Gift that Keeps on Giving

Ever notice your closets are packed full? Even if you move to a bigger house with more closet space, you’ll soon fill them up. The inverse is true with our checking accounts. We tend to spend what we have in … Continue reading

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Smart Credit & Debit Tips

Recently credit card companies across the United States have adopted the use of security chip technology to replace the outdated, less secure, magnetic swipe system. Historically, most credit card companies have been good about taking responsibility and resolving fraud, but … Continue reading

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Wisdom from Warren Buffett

If you ask someone “who is the world’s greatest investor” there’s a good chance they may answer with “Warren Buffett”. There isn’t a formal award for the world’s greatest investor and there are of course many other deserving professional investors, … Continue reading

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Needs vs. Wants

The end of the year is approaching and many of us are taking advantage of discounts and promotions. Throughout the entire holiday shopping season retailers compete for our dollars. Naturally this presents an opportunity to minimize the impact of shopping … Continue reading

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Changes to Social Security and you

If you were born in 1954 or later Social Security rules just changed. There was no public debate because it was tacked onto an emergency bill to help avoid a U.S. debt default and government shutdown. Quietly, legislators took away … Continue reading

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