Stop the Show!
How flexible is your retirement income strategy? When I think about retirement income I always remember Jerry’s Nana on Seinfeld who lived on a “very fixed income.” She sent Jerry a check for $10 every year on his birthday which…
Author Archives: Allison Berger
5 Top Reads for Working Moms, Ep #73
Working moms face a difficult balance. People often feel that most women have a choice whether to work outside the home, but the reality is, 65% of families need both parents to work. Women in the workforce is a family…
Investing, Not Gambling
As a huge Seinfeld fan, I relate most life experiences back to an episode of my favorite show. The recent market volatility has me thinking about Kramer’s battle with gambling addiction. The attached clip shows Kramer’s exaggerated reactions to his…
Will I Be Better Off?
Will I really be better off paying you than I would be doing this on my own? This is a valid question we frequently hear from planning clients who have enjoyed working with us on an hourly basis, but are…
How to Keep Health Care Costs Down
Last month I had the pleasure of attending the NAPFA Conference in Phoenix, Arizona. The weekend before I left my 3-year-old was sick with a stomach virus. I was scheduled to leave on Tuesday and by Monday morning he was…
Should I Buy Long Term Care Insurance?
This is a topic we discuss with our clients regularly. With an aging population comes increased options for retirement living, assisted living and nursing care options. Along with increased options come increased costs as well which can be exorbitant in…
5 Important Financial Strategies to Consider After the Death of a Spouse, Ep #56
Allison Berger and Grace Kvantas are stepping in for Mike this week. In our conversation, we discuss how to navigate through a life crisis, specifically financial considerations after the death of a spouse. It’s hard to think financially after such…
Ep 51 – Financial Savvy For Women: The Top 10 Tips, with Allison Berger, CFP® and Grace Kvantas, CFP®
Studies show that most women don’t think of themselves as having financial savvy. Honestly, it’s a very sad situation but one that is improving as years go by. In this conversation, you will hear some of the latest statistics about…
Waste Not, Want Not
Most of us have many hidden talents. My husband can strategically pack the dishwasher full of nearly all the dishes in our kitchen and everything will still come out clean. One of my hidden talents is the ability to squeeze…
What to Do About the Equifax Security Breach
While most of us were watching the path of Hurricane Irma, another big news story surfaced last week. Equifax, who most of us use to run annual credit reports, was victim to a cybersecurity incident potentially impacting 143 million Americans. …
