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Articles

Ed Papier | Dec 2, 2021

The Power of Compound Interest

Education
Investments
Remember your mid-twenties when retirement seemed like a lifetime away, and living paycheck to paycheck was not only the norm, but your reality. ‘If only I knew
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Ed Papier | Nov 30, 2021

Life Insurance Replacement: What You Need to Know

Insurance
The purchase of life insurance is typically triggered by a life event, such as marriage, the birth of a child, a home purchase or a job promotion. So, it is not
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Ed Papier | Nov 25, 2021

The Ins and Outs of Banking Online

Finance
Technology
In a few short years, it seems as though the banking industry has revolutionized. It is now easier (and more convenient than ever) to tend to your banking needs
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Ed Papier | Nov 23, 2021

Three Reasons Why Life Insurance is More Than Just a Death Benefit

Insurance
Retirement
Tax Planning
Life insurance is universally recognized as an essential pillar of a financial plan for providing much needed capital in the event of a breadwinner. It is also
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Ed Papier | Nov 18, 2021

Calculating Retirement Savings: How to Add Up Your Financial Future Success

Retirement
This is probably the question financial planners are asked the most when clients walk in to discuss retirement freedom. A simple question, in theory, but not an
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Ed Papier | Nov 16, 2021

How To Hit Your Savings Goals

Savings
Goals are one of the principal starting points of any financial plan. It may seem like the idea of goal setting is reserved for life’s biggest adventures, but
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Ed Papier | Nov 11, 2021

Social Security Facts for 2022

Retirement
Even if you're not ready to retire, understanding how you benefit from Social Security can help with your retirement plans.
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Ed Papier | Nov 9, 2021

Infographic: 6 Easy Organization Tips to Take Time off of Taxes

Tax Planning

6 organization tips taxes.jpg

Resources:

  1. https://blog.mint.com/how-to/how-to-organize-your-tax-records-and-receipts-0214/
  2. http://money.howstuffworks.com/personal-finance/personal-income
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Ed Papier | Nov 4, 2021

Divorce and Retirement: Here’s What You Need to Know

Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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Ed Papier | Nov 2, 2021

What's the Deal with Robo Advisors?

Technology
Robo Advisors
If you follow any financial publications, there’s no doubt that you’ve seen the words “Robo Advisor” splashed across the pages. It’s flashy, it’s buzzy, but
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Ed Papier | Oct 28, 2021

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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Ed Papier | Oct 26, 2021

Why Solo Practitioners Should Not Forget About Business Overhead Expense Insurance

Insurance
At 36 years old, Jennifer had it all – a growing practice, 3 excellent employees and a beautiful suite in a new medical complex. Having spent considerable time
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