As we get older, the realities of what it takes to plan for long-term care sets in. But as people start to realize how complicated the process can be, they wait too long and run out of time. This leads to difficulties trying to secure the funding they need for their loved ones or themselves. …
Now more than ever, people are concerned about their financial health and wellness, and whether they will be protected if an unexpected crisis should occur. But for many, understanding the Medicaid eligibility rules can be even more complicated. In part one of this mini-series, David Pulcini speaks with attorney Ken Kraus about the importance of …
What is a 403(b) plan and how does it work? Find out with David Pulcini and guest Matt Drummond, national sales director at PCS Retirement, LLC, as they answer your questions and concerns about 403(b) plans and share the most common mistakes their clients make when planning for retirement! In this episode, you’ll learn: The …
Why is estate planning such an important part of your overall financial plan? In this episode, David Pulcini speaks with Jerry Antetomaso, partner and attorney at Evans Fox LLP, about the value of estate planning. Jerry shares what estate planning really entails, and describes a couple horror stories you won’t be able to forget. You’ll …
Your financial mistakes may be costing you a fortune when you’re not even aware of it. In this episode, David Pulcini reveals real-life stories, situations, and insight he’s gathered by working with clients that have lost millions of dollars making the same eight mistakes you are currently making today. In this episode, you’ll learn: The …
When most people think of financial advisors, they think of investing, and that’s correct; an advisor’s job is to assist with the investing of their clients’ accounts and to ensure that those investments are in line with the clients’ objectives. But many times, financial advisors turn to professional asset managers to help with their investing …
While pensions may not be as prevalent as they once were, if you have one, you probably want to make the most of what you’re getting from it. After all, your pension will be one of the biggest decisions you’ll ever have to make, and you want to make sure you get it right. That’s …
Employer insurance and benefits are a critical part of any business. Whether you’re an employee or a business owner, it’s important to review company offerings regularly so that you can make the most of your insurance and benefits. In this episode, David Pulcini talks with Mike Mancuso, an associate partner with the fastest-growing independent agency …
Life is filled with ups and downs — many of which can impact your finances. However, you don’t have to go through the challenges and trials of life alone. There are plenty of professionals, like financial advisors and family law attorneys, who are available to help you no matter what life throws your way. In …
Do you believe that you don’t need a financial advisor? That just might be true. After all, you’re smart. You’re savvy. You know about the latest happenings in the market. So, why bother paying someone to manage things for you? In today’s episode, David Pulcini puts your financial knowledge to the test with 17 questions …