Learn critical non-insurance strategies to preserve your wealth and avoid impoverishment when facing the high costs of long-term care.
How to Know If You’re Financially Ready to Retire
Retirement planning requires a detailed analysis of income, spending, taxes, and lifestyle preferences. Avoid relying solely on rules of thumb – work with a planner for a personalized retirement income strategy and greater peace of mind.
FinStream AI Personal Finance Apps
FinStream AI Personal Finance Apps: FinStream has developed several free financial planning apps to help you manage your financial life. Whether you’re building a budget or an emergency fund, accelerating debt payoff, saving to buy […]
FinStream Introduces Free Financial Plan Builder
(Boston – November 13, 2025) FinStream launches free financial plan builder. FinStream’s Ai Wealth Planner is powered by artificial intelligence and supplemented by FinStream’s content expertise. FinStream’s Ai Wealth Planner planner delivers clarity and confidence […]
Smart Estate Planning: Why Revocable Trusts Are Your Financial Safety Net
Revocable trusts offer comprehensive financial protection and estate planning flexibility in an era of increasing risks for seniors. Explore how these adaptable tools can shield your assets, simplify inheritance, and provide peace of mind.
Financial Disaster Awaits Without This Simple Legal Document
Financial planning attorney Harry Margolis explains how a durable power of attorney can prevent costly legal battles and family disputes if a loved one becomes incapacitated, providing comprehensive coverage and flexible control.
How to Keep $150K+ While Qualifying for Medicaid Nursing Home Care
Protect $150K+ in assets from nursing home costs with Medicaid-compliant annuities. Learn key strategies from elder law expert Harry Margolis.
COBRA vs ACA: Is Your Health Insurance About to Get MORE Expensive?
Navigating health insurance after job loss: COBRA vs ACA complexities, APTC changes, deductible resets, and expert guidance from Jae Oh of GH2 Benefits.
Understanding Account Fees and Benefits
Explore account fees for retirement plans and simplify your finances with expert advice from Jeffrey Levine in this ‘Ask The Hammer’ episode summary.
Defined Contribution Plan Loans: What You Need to Know
New EBRI/J.P. Morgan research shows DC plan loan usage linked to healthcare and housing costs, not luxury spending. Prohibiting loans may not improve retirement security.