Recorded Webinar – Social Security & Financial Planning LIVE Town Hall Beth Cohen King Financial advisor, Nora Yousif and Senior Associate, Laura Goodman take your live questions about Social Security and financial planning. View here Read More >>
The First Step on the Thinking Ahead Roadmap: Choose Your Financial Advocate Harry S. Margolis The website ThinkingAheadRoadmap.org provides tools for seniors to put in place a structure to assure their financial security as they age. Visit Wellesley Read More >>
Is Your Financial Advisor a Fiduciary? Harry S. Margolis Advice on choosing a financial planner who puts your best interests first. Read More >>
How the Differences between SSI and SSDI Can Impact Financial Planning for Your Special Needs Child Harry S. Margolis Difference between SSI and SSDI when conducting financial planning for your special needs child and what your child qualifies and is eligible for Read More >>
Why Won’t People Pay for Financial Planning? Harry S. Margolis Discussion of why consumers choose not to pay for financial planning despite the benefits. Read More >>
5 Common MassHealth Myths & Misconceptions intricatedesigns What are some myths and facts about MassHealth eligibility for nursing home care coverage? Blog from Margolis & Bloom in Wellesley, MA, 781-705-6400. Read More >>
A Road Map for Aging Well Beth Cohen King Come join us for A Rad Map to Aging Well, covering the best ways to plan for your future; including financial and legal steps to take Read More >>
Why We Don’t Plan: Prunes Harry S. Margolis Why do people avoid financial and estate planning? Find out in this interesting blog from Margolis & Bloom, Wellesley, MA, 781-705-6400. Read More >>
Should My Financial Planner Be a CFP, CLU, or a What? Harry S. Margolis CFA, CLU and ChFC are three designations that can help people choose a financial planner. Margolis & Bloom, Wellesley, MA, 781-705-6400 Read More >>
10 Steps You Can Take to Avoid Elder Financial Abuse Harry S. Margolis 10 steps you can take to prevent elder financial abuse, including creating revocable trusts, joint accounts, and oversight. Read More >>