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Topic: Life Planning

  • By: Tyler Gallagher | As part of our series about what one should look for when hiring a financial planner or adviser, I had the pleasure of interviewing Jeff Motske, CFP®, president and CEO of Trilogy Financial, author of “The Couple’s Guide to Financial Compatibility” and host of “The Jeff Motske Show.” Jeff Motske, CFP®, is president and CEO of Trilogy Financial, a privately held financial planning firm headquartered in ... Read more
  • Out of the estimated 48 million Americans living with some degree of hearing loss, only one in five wears hearing aids. The main reason? Cost. And these aren’t the only costs associated with hearing loss. Over the course of a lifetime, healthcare fees can add up to tens of thousands of dollars—or more. Here are tips to help you budget and plan for these expenses. Find a health insurance plan ... Read more
  • Written by: Cheryl Winokur Munk | Many grandparents are willing to help with college costs. One thing to keep in mind is that grandparent-owned 529s have a downside related to FAFSA, though there are workarounds. There are several ways grandparents can help pay for a grandchild’s education without giving money directly to the student. Grandparents, parents, and students must understand each of the options before deciding which one may be ... Read more
  • Written by: Kathryn Flynn | 529 plans are investment products designed to help families save for future education costs. A direct-sold 529 plan is a lower-cost, DIY option that can be opened online. Advisor-sold 529 plans must be purchased through a licensed financial advisor. There are many advantages to using an advisor-sold 529 plan. According to a study by Fidelity, 67 percent of families who work with a financial advisor feel they ... Read more
  • James Rooney hadn’t planned on carving out a niche working with deaf clients. But nearly 30 years after his first encounter with a deaf client, he has become Morgan Stanley’s go-to adviser for this unique community of clients. “If a deaf client were to walk into any Morgan Stanley office anywhere in the country, they will find me,” he said. Mr. Rooney, who is based in West Hartford, Conn., and has ... Read more
  • Written by: Jeff Motske | Veteran money counselors are aging apace with the baby boomers they serve, a sometimes troubling fact for those approaching retirement. They want to be sure their financial advisers will be there when they need them the most. As advisers retire, clients moving to the up-and-coming generation—ones they may feel lack sufficient experience and wisdom—can be challenging. What’s a boomer to do? Partners The key to ... Read more
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