Interview with Beneficiary Directory Author, Mark Kaizerman – Part Two

Part 2 of Ron Papa’s interview with CPA and Financial Planner, Mark Kaizerman, about his system for organizing and managing crucial documents that will guide beneficiaries. THE IMPORTANCE OF INTERGENERATIONAL PLANNING: RON:  You know how these issues don’t really come up until the 11th hour when we’re on the precipice… and people are grieving, exhausted… […]

Interview with Beneficiary Directory Author, Mark Kaizerman – Part One

Ron Papa talks with CPA and Financial Planner, Mark Kaizerman, about his Beneficiary Directory: a personal system to organize important documents and guide beneficiaries. I recently interviewed Mark Kaizerman who has written a wonderful book called the Beneficiary Directory.  It’s a personal system to organize your important documents and guide your beneficiaries. I think it’s […]

Case Studies: Long-Term Care Planning – Part Two

Part Two of a real-life case study from Ron Papa’s own files.  We’re calling the clients “Jack & Jill” – Names we use to protect the innocent. In Part One of this case study, we were talking about Jack who lost Jill last year from a long bout with Alzheimer’s. When Jill was ill, the […]

Case Studies: Long-Term Care Planning – Part One

A “Jack & Jill” case study from Ron Papa’s own files that highlights what clients can expect when they seek the advice of a professional wealth coach. Creating a solid retirement plan is not a one-size-fits all, as no two financial plans are alike.  Some people can tolerate risk better than others.  Some need guarantees […]

How Baby Boomers Are Reinventing Retirement

Not only have baby boomers reinvented each stage of life as they’ve passed through it, but they’ll also reinvent retirement standards as well, changing the retirement landscape for generations to come.   Over 77 million baby boomers will be turning the ripe old age of 65 this year, prime candidates for retirement; but wait!  Most […]

Financial & Estate Planning Experts Answer Questions about Medicaid & Irrevocable Trusts

Ron Papa, President of Legacy Advisors, addresses guests at a special Roundtable Brunch with featured speaker Attorney Matt Albanese in a Q&A session. Early this spring, Legacy Advisors hosted a brunch with special guest, Matt Albanese, a Milton-based attorney who specializes in Estate Law.  At the end of their talk, attendees posed some really good […]

Show & Tell Time: Talking With Your Adult Children about Estate Planning

When we talk about our biggest fears, it seems like the discussion about money, death, incompetence and inheritance is right up there with speaking in public and jumping out of airplanes. And, while we try to rationalize our fears, talking with your adult children about your estate plan before you die should not be among […]

Beneficiary Bingo: Avoiding the Pitfalls of Bad Planning Moves and Their Inevitable Effect on Your Retirement

I recently viewed a PBS special featuring a very entertaining tax professional by the name of Ed Slott.  I was impressed by his knowledge and his ability to communicate complicated tax issues. Ed Slott is kind of a professor at educating us on IRAs, their benefits and their potential problems when we inadvertently make planning […]

Violins for Music or Money?

We’re seeing some solid gains in the stock market lately; while, at the same time, we’ve seen some considerable challenges like the Fiscal Cliff and just this week the Cyprus Banking Crisis…it seems that investors are turning off the bad news and moving on. A better way of describing this might be “stumbling forward” – […]

Why Most Investors Now Choose Independent Advisors

There has been plenty of industry buzz over the past few years around the so-called “breakaway advisor movement,” a long-term industry trend where many financial professionals are leaving behind their broker-dealer and wire-house affiliations to go independent. This movement is accelerating rapidly; however, little attention has been paid to an equally powerful industry trend: the […]