This week on Make It Last Radio, Victor had the opportunity to interview Andy Fritz and Kelly Astbury of Homestead at Hamilton, an independent and assisted living community. Tune in to hear about Homestead’s “successful aging” philosophy and all about what makes Homestead a unique community.

If you would like more information on Homestead at Hamilton, Andy and Kelly encourage you to visit their community at 2560 Kuser Rd Hamilton, NJ or visit their website: www.homesteadathamilton.com

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and Certified Elder Law Attorney (CELA®) and Certified Financial Planner™ professional (CFP). Through his law firm and independent registered investment advisory company, Victor provides 360º Wealth Protection Strategies for individuals in or nearing retirement.

For more information, visit Medina Law Group or Palante Wealth Advisors.

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Your legacy goes far beyond the finances and personal items you will leave behind. The real legacy your family will remember you by are the collection of stories, photos, and videos you have gathered over your lifetime. Steve Besserman of AriJoe productions is an award winning documentarian and he assists families in the telling of those stories. AriJoe productions can help you capture the amazing lifetime stories of your loved ones, to share for many generations to come.

Visit AriJoe Productions’ website for more information and to watch some of the amazing documentaries Steve has put together for families and organizations in the community.

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and Certified Elder Law Attorney (CELA®) and Certified Financial Planner™ professional (CFP). Through his law firm and independent registered investment advisory company, Victor provides 360º Wealth Protection Strategies for individuals in or nearing retirement.

For more information, visit Medina Law Group or Palante Wealth Advisors.

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This week on Make It Last, Victor gives details on why a portfolio is not a plan, a newly proposed NJ fiduciary rule, as well as a glimpse as to why NJ has been ranked as the worst tax structure in the nation.

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and Certified Elder Law Attorney (CELA®) and Certified Financial Planner™ professional (CFP). Through his law firm and independent registered investment advisory company, Victor provides 360º Wealth Protection Strategies for individuals in or nearing retirement.

For more information, visit Medina Law Group or Palante Wealth Advisors.

To read the entire transcript click below

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Medicare open enrollment is swiftly approaching. Now is the time to gather as much information as possible and begin your planning. Tune in this week to get some great information from Carol Baker, Principal of CABA Benefits, as she shares her wealth of knowledge on everything Medicare.

If you need additional information you can give Carol Baker a call at 973-428-0863 or visit her webpage cababenefits.com

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and Certified Elder Law Attorney (CELA®) and Certified Financial Planner™ professional (CFP). Through his law firm and independent registered investment advisory company, Victor provides 360º Wealth Protection Strategies for individuals in or nearing retirement.

For more information, visit Medina Law Group or Palante Wealth Advisors.

Click below to read the full transcript…

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IRAs are very different from most other assets and require very specific planning. IRA’s tend to be where most people’s money is – so tune in this week to get a clearer picture of just how different IRAs are from your other assets.

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and Certified Elder Law Attorney (CELA®) and Certified Financial Planner™ professional (CFP). Through his law firm and independent registered investment advisory company, Victor provides 360º Wealth Protection Strategies for individuals in or nearing retirement.

For more information, visit Medina Law Group or Palante Wealth Advisors.

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In the first half of this episode Victor shares the news regarding Wells Fargo’s wealth management services. The advisors working at Wells Fargo were technically fiduciaries but they were pressured by their corporate bosses to make the most money for the company- rather than looking out for the best interest of the client. In the second half of the episode, Victor gives insight on legal asset protection, specifically two difficult assets to protect, the home and IRAs.

Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and Certified Elder Law Attorney (CELA®) and Certified Financial Planner™ professional (CFP). Through his law firm and independent registered investment advisory company, Victor provides 360º Wealth Protection Strategies for individuals in or nearing retirement.

For more information, visit Medina Law Group or Palante Wealth Advisors.

Click below to read the full transcript

Continue reading →

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Subscribe: Android | RSS