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Basic Estate Planning

With Steven Malach, Partner and Attorney, Lipson|Neilson

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Steve Malach, Partner and Attorney at Lipson|Neilson, discusses the specifics of wills, trusts, medical and financial power of attorney, guardianships and conservatorships, and the unavoidable...

What Is Retirement?

With Dr. Morley Glicken, Executive Director of The Institute for Personal Growth

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Are you ready for retirement, and have you planned accordingly? The importance of financial and mental preparedness before retirement is crucial, according to Dr. Morley Glicken, the Executive...

Parkinson Voice Advocates

Educating the Community Through the Parkinson Voice Project

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Parkinson Voice Advocates is a group of people with Parkinson’s whose voices have been restored through our SPEAK OUT!® & LOUD Crowd® therapy program through the Parkinson Voice Project.
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Crucial Financial Strategies As We Retire
/ Categories: Featured, Financial, Retirement

Crucial Financial Strategies As We Retire

Rebecca Abel, CFP, CDFA

Certified Financial Planner Rebecca Abel discusses financial issues that we should be thinking about as we are reaching retirement age. Her topics include finances, investment strategies, dealing with housing issues as well as tax planning and with long term care and health issues. Proper estate planning is also a critical component of this podcast - Rebecca offers a ton of sound advice! https://www.oakpointip.com/team/rebecca-abel

 
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