CFP

September 13, 2017 | Mark Avallone, MBA, CFP®, CRPS®

How Employers Are Helping Their Employees Retire

Employers are becoming increasingly concerned about the financial well-being of their employees, and they are expanding how they demonstrate their loyalty. Employers large and small are offering programs such as robust health insurance plans, on-site daycare, after school care, flexible work hours, Health Savings Accounts (HSA’s), and the ability to work remotely. Some companies also […]

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November 4, 2016 | Mark Avallone, MBA, CFP®, CRPS®

October-Here’s To Your Wealth

The Markets:  Like millions of Americans, the U.S. stock market seems to be waiting for the U.S. election for clues on what will happen next. After a sharp January – February 2016 decline followed by an immediate rebound, the end result is that several of the U.S. stock market indices are up only low single […]

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August 9, 2016 | Mark Avallone, MBA, CFP®, CRPS®

Back to Private School, But Can You Really Afford The Pricey Tuition?

It’s that time of year again. Before we know it, our kids will be walking into their classrooms for the first time this term. This is the time of the year when my office is asked almost daily, “Can I afford this private school tuition?” The national average private school tuition is approximately $10,096 per […]

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July 26, 2016 | Mark Avallone, MBA, CFP®, CRPS®

How a Clinton, Trump, or Johnson Win Will Impact Near and Current Retirees, Part II

This is Part 2 of my 2-Part series on how a Republican, Democratic, or Libertarian presidential win would impact a person who is near retirement or recently retired. In Part I, I focused on each candidate’s positions on Social Security. This part will focus on Medicare, Medicaid, and will touch on other issues that are […]

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July 18, 2016 | Mark Avallone, MBA, CFP®, CRPS®

How a Clinton, Trump, or Johnson Win Will Impact Near and Current Retirees, Part I

I often write about what my clients ask me and lately they’ve been asking about the election. The election’s impact on the stock market has been discussed at length on Forbes and in other publications. . This is a great topic, but I think what is missing in the personal finance media coverage is information […]

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July 1, 2016 | Mark Avallone, MBA, CFP®, CRPS®

June-Here’s To Your Wealth

The Markets:  The U.S. investment market’s mid-year report card is a mixed picture. Bonds continue to do well while stocks continue to be flat to down year to date. All those who said interest rates couldn’t go any lower and avoided the bond market, continue to miss a nice rally. Of course, the high yield bond […]

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June 16, 2016 | Mark Avallone, MBA, CFP®, CRPS®

Near Retirees, Look Beyond the Markets to Secure Your Legacy

During these uncertain times, it’s easy to get caught up in the market volatility news coverage. While we know that we should look beyond the markets, it can be hard to imagine an alternative. Near retirees, your alternative is to look inward and assess not only your current financial status but also your future financial […]

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June 9, 2016 | Mark Avallone, MBA, CFP®, CRPS®

Five Financial Concepts Your Teens Should Understand Before High School Graduation

With graduation around the corner, high school seniors and their parents are focused on graduation requirements and what will be needed to start their college education off to a great start. But what about their personal finance education requirements? Are financial skills included in a student’s formal education? Not usually. In fact, I am astonished […]

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May 31, 2016 | Mark Avallone, MBA, CFP®, CRPS®

8 Money Mistakes 30-Somethings Make

This is the second installment of my two-part series on top financial mistakes to avoid in your early 30s. Earlier, I spoke of how detrimental a lack of discipline or to a written financial plan can be. In the final four mistakes below, I address the most common missteps with 401(K) investments, taxes, and insurance. 1. […]

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