In this video, Amy Braun-Bostich, CFP®, CFS®, APMA®, CLTC® shares the three most common questions she receives about social security, discussing strategies and considerations for when to take social security, if you can receive a spousal benefit, and if you can collect off of your divorced spouse.
Saving for college can be overwhelming and even confusing at times for parents and guardians, but one thing is for certain: it’s better to start sooner rather than later. In this video, Tammy Pompei, CFP® takes a deep dive into saving for education with a 529 college savings plan.
Tax season is officially here. If you haven't already, now is the time to get prepared. Whether you work with a tax professional or prepare your taxes yourself, proper planning helps the process go more smoothly and may reduce the risk of costly errors. In this video, Cassandra Kirby, CFP®, EA provides tips to help you prepare to tackle this tax season with confidence.
Tammy Pompei, CFP® discusses her favorite retirement medium, the Roth IRA. In this video, she dives into the benefits of Roth IRAs plus shares how to maximize its potential.
In this episode of the Fiduciary Voices #FinLit Series produced by Impact Communications, guest host Bob Veres speaks with Amy Braun-Bostich, CFP®, APMA®, CFS®, CLTC® about retirement planning in the context of living with intention.
Join Amy Braun-Bostich, CFP®, CFS®, APMA®, CLTC® and Cassandra Kirby, CFP®, EA as they discuss the ins and outs of long-term care planning, including how to decide what option or approach is best for you depending on your situation.
Join Cassandra Kirby, CFP®, EA as she discusses end of year planning tips, focusing on tax planning and what you need to discuss with a CPA.
BBA clients Bill Messner & Faith Selzer share why they love working with BBA, highlighting the honesty and trustworthiness of our team, our knowledge and expertise when it comes to investment options and opportunities, the retirement planning guidance they've received, our holistic approach, and the personal care they've experienced.
BBA clients Christine Jordanoff & Alan Hoover share why they love working with BBA, highlighting the guidance and direction they've received with their investments and personal finances, the competence and trustworthiness of our team, and the sense of security they feel.
Host Marie Swift is joined by Cassandra Kirby, CFP®, EA in this episode of the Fiduciary Voices #FinLit Series to share some valuable insights to help individuals navigate their financial journey with confidence.
Cassandra Kirby, CFP®, EA shares '5 Things To Look For When Hiring a Financial Advisor' in an interview with Authority Magazine.
