In the first segment of the show Victor provides an update on the status of the NJ fiduciary rule for financial advisors.The rule is currently being discussed in informal conferences. In these conferences some financial…
We are coming up on the last days for Medicare open enrollment. You will have until December 7th to enroll so if you have not done so yet, there is still time. Take a listen…
Seeing those you have not seen in a while can draw attention to issues you may not have realized were developing in older adults in your family. After the holidays is a great time to…
Estate planning is not just about getting documents put into place and making sure your finances are allocated to go to the right person or place. An estate plan should be personalized to your own…
In 2016 Victor published his first two books in the Make It Last series. One in the area of fundamental estate planning and one in the area of retirement planning. After realizing the great need to continue…
In the first segment of the show Victor shares two things you should keep in mind: Medicare open enrollment is currently going on until December & the recent volatility of the stock markets is normal….
In the first half of episode 78 Victor explains the concept of an E.P.I.C. retirement and how the meaning of retirement has changed over the years. In the second half of the episode Victor interviews…
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…
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…
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…
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