David Zemon
Setting up an emergency fund: What you need to know
An emergency fund is an important part of any financial plan and can be the difference between comfortably surviving an unexpected event and financial distress.
2017 tax law: Here are the changes you can expect
Here is a brief overview of the Tax Cuts and Jobs Act passed by Congress.
How to form a student loan repayment strategy
Forming a student loan repayment strategy is not a one-size-fits-all process. What works well for a friend or colleague may not be an effective strategy for you.
Financial planning: Your year-end ‘to do’ list
"The potential GOP tax bill makes it difficult to know exactly how the landscape will look in 2018... nevertheless, there are some items you can take care of before the end of the year that can impact your 2017 taxes and overall financial plan," write Jeff Witz, CFP, and David Zemon.
How to choose the best retirement savings plan
There are several options for saving for retirement, but first develop a good understanding of how these retirement accounts work to get the most out of your savings.
Do I really need a long-term disability policy?
The chances of needing long-term disability insurance are higher than you might think and can be worth the expense
How to create a more balanced portfolio
As some assets appreciate in value and others lose value, your portfolio’s allocation changes. Rebalancing is the remedy for asset drift and an important part of maintaining a healthy investment portfolio.
How often should beneficiaries be reviewed?
Following some basic guidelines will ensure the beneficiary designations you make are accurate and up to date.