Make It Last – Ep 201 – Are We in a Recession?

Listen here! Victor and Mark kick the show off by discussing whether or not we are in a recession. Listen to hear Victor’s take on the topic. Today, IRAs, 401k’s, etc. are the new nest egg. Tune in to hear the guys dive into the IRA/401k world, & discuss how pensions have been phasing out. […]

Make It Last – Ep 186 – Healthy or Wealthy?

Listen Here! Most Americans are getting a failing grade in financial literacy, especially revolving around retirement. Victor and Mark share the top topics people are struggling with so you can understand! Would you rather be healthy or wealthy? Every year more than half a million Americans file for bankruptcy due to medical bills. Victor & […]

Make It Last – Ep 183 – Filling in the Gaps

This week on Make It Last, Victor and Mark will be discussing why the younger Baby Boomers might outlive their retirement savings, and what today’s retirees need to do so they don’t outlive their savings! The federal government has published a sort of online “retirement toolkit” that gives you the gist on retirement savings plans, Social […]

Make It Last – Ep 158 – New Year. New Goals.

Listen Here! This week on Make It Last Victor gives advice on how to set healthy retirement goals, as well as how to achieve them. He’ll also give you an inside look on what the new client process is like. Finally, Mark and Victor wrap up the show with a conversation about health v.s. wealth, as well […]

Make It Last – Ep 152 – Cozy with Healthcare

Listen Here! This week on Make It Last Victor explains the importance of utilizing your financial advisor (in hand with your Accountant) to proactively do your tax planning. Let’s get familiar with healthcare. Most people are unfamiliar with the ins and outs of healthcare in retirement. Not to worry! Victor will give you the full breakdown […]

Understanding Your Medicare Options

Whether you have just become eligible for Medicare, or have had it for years, we want to help you understand the program in its entirety. Health insurance benefits are constantly changing, and it’s important to work with an independent financial professional who can help you explore your options and purchase the right plan for you. […]

Choosing Someone to Help with Home Care

While the majority of questions about family caregiving are extremely complicated, the question of whether or not every home care agency and the people working for them are alike is one of the few that can be answered with a yes or no. There are two primary types of home care services that insurance companies […]

America’s Nursing Home Shortage: What It Means for You

You may never step foot in a nursing home. That’s the big headline over at CNBC this month. Sounds like good news, right? Well, maybe not, when you consider the reason why you’ll never see the inside of a skilled nursing facility. It’s not so much that you won’t need to… you just won’t be […]

White House Wants to Reform Nursing Home Safety

Times are changing for nursing homes. View image | For the last several decades, American residents and their families have generally expressed widespread dissatisfaction with the state of nursing home care. After all, the homes are universally expensive (and growing costlier all the time), and the ballooning bills sting all the more when prices […]

Nearly 1/3 of New Jersey Nursing Homes Have A Low Rating

Finding a stellar nursing home for your loved ones is incredibly important, but it’s also extremely difficult. Great nursing homes are simply hard to come by, and that’s particularly true here in New Jersey. View image | According to U.S. News & World Report, nearly a third (32%) of New Jersey’s nursing homes have […]