Author: Bob Bonfiglio

Should you have long-term care insurance?

The goal of long-term care insurance is to protect the policy owner from footing the entire bill of an extended stay in a healthcare facility, such as a nursing home or rehabilitation center.

5 steps to take before retiring from your business

As a business owner, you’ve poured your time and energy into making your company successful. But how much thought have you given to what will happen when you relinquish this role? Sooner or later, you will step down and hand…

Essential conversations about family wealth

How confident are you about your family’s finances? How often do you discuss money with your loved ones? According to the Family Wealth Checkup study by Ameriprise Financial, there’s a correlation between financial confidence and communication. While many families are…

Simple steps for a stress-free tax season

To set yourself up for a successful and stress-free tax season, and to ensure you hit the upcoming tax filing deadline, start getting ready now with these simple steps:  • Break tax preparation tasks into small manageable parts so that…