Category Archives: Retirement Planning

Retirement Planning

Equities: Investing for the Long Term

While speaking with friends and prospective clients lately, I’ve been hearing a recurring theme that with the upcoming election and current economic conditions, they are waiting to invest in the stock market. How does anyone know if the stock market will go down in the near future for those or any other reasons?...
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What Baby Boomers Need to Know About Social Security Planning

As a financial advisor, my firm and I aim to create strategies and financial plans that meet my clients’ needs and desires. Social security planning is one of the services we offer at Larry Heller & Associates and as it turns out, our clients are not the only individuals worried that Social Security...
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A Real Case Study

I would like to share a story with you which is how we got started in our bill paying service.

A Real Case Study

Joseph G. Kober, CPA MST
It all began several years ago when an elderly couple came to us for assistance. They were in their mid-eighties at the time and thought they had...
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Aging in Place

Home: It’s a word evocative of familiarity, comfort, security and happiness at any stage of life but even more so as we age and, for many seniors, home is exactly where they want to stay as they get on in years.

Aging in Place

By Lewis I Knopf, Certified Senior Advisor (CSA)® & Daily Money...
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