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Steve Cordasco, CEO of Cordasco Financial Network brings you LIVE exclusive interviews, the nation's best guests and expert insights on the latest news in the world of personal finance, glob...
John Walker, Regional Vice President, Mercer Advisors, and CERTIFIED FINANCIAL PLANNER® professional Jason O'Meara, Wealth Advisor and Sr. D...
An increasing percentage of people who have reached millionaire status still don't feel financially secure. Today, John Walker, Regional Vic...
Inheriting wealth from a loved one can expose the recipient to a variety of emotions. Today, John Walker, Regional Vice President, Mercer Ad...
Surprisingly, inheriting money from a family member can be a double-edged sword. It could be a great opportunity or a cause of anguish. Toda...
As you move toward retirement, several ages offer specific opportunities for your benefit. Today, John Walker, Regional Vice President, Merc...
New regulations relating to 401k plans are now in effect. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by Jaron C...
Making mutually beneficial charitable donations can be an important component of your financial and tax planning. Today, John Walker, Region...
Good timing matters. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Ja...
Before making financial decisions that may impact your retired years, there is much to consider. Today, John Walker, Regional Vice President...
The year's end is a good time to consider some financial and tax related moves to potentially maximize tax saving opportunities available to...
The amount of risk taken within your investment plan may be driven by your comfort zone. However, is your comfortable level of risk differen...
Proper tax planning can be an important part of determining the real value of your IRA accounts. Today, John Walker, Regional Vice President...
Newly enacted regulations may have an impact on the how your charitable tax deductions will be treated by the IRS. Today, John Walker, Regio...
If you are facing a divorce, you likely need a team of professionals to protect your interests. In addition to your divorce attorney, you ma...
If you plan to gift cash or securities to a family member, friend, or charity there may be benefits to share. Today, John Walker, Regional V...
It's not uncommon for some folks to look back on their personal financial history and have some remorse. Today, John Walker, Regional Vice P...
Market volatility may be keeping you on the sidelines, but when is the right time to get back in the markets? Today, John Walker, Regional V...
Are you a do-it-yourself investor? Perhaps it's time to consider an alternative. A new study released by The Vanguard Group shows the intrin...
Every wonder how your savings, or the value of your 401k, stacks-up against your peers? Today, John Walker, Regional Vice President, Mercer...
In additional to salary, bonuses, and medical benefits, deferred compensation is sometimes offered to executive level employees in the form...
While many of us may be focusing on our summer vacation plans, now may be the right time to take good look at another type of plan, your fin...
Saving for a child's education is a propriety for many parents and grandparents. 529 plans can offer distinct opportunities for students and...
Having measurable achievable goals is an integral part of wealth planning. Many savers believe those goals should be immovable and remain un...
If you're planning for retirement, there are many risks you may face. Among them is the risk of inflation. How will inflation impact your ab...
Some younger folks desire conversations about money with their parents, but some parents may consider that discussion best avoided. Today, J...
Volatile markets can rattle even the most experienced investor, but sometimes adversity can bring opportunity. Today, John Walker, Regional...
2026 FIFA World Cup games are coming to Philadelphia. Many civic-focused events, with long-lasting benefits to the region, are in the planni...
There are ways for you to gain a better understanding of your views about money and wealth, and the influences that may have helped shape th...
For some families, retirement planning has taken a backseat to things such as the cost of raising children, putting them through college, pa...
In today's tight labor market, many folks find themselves dealing with a job change. It could be a voluntary move or an unexpected occurrenc...
The roles of wealth manager and investment manager may be quite different. Do you know the distinction? Today, John Walker, Regional Vice Pr...
Preparing for retirement if you plan to work into your 70's or 80's may be quite different than if you plan to enter retirement in your earl...
Consider investing with discipline and consistency, and not with your emotions. Today, John Walker, Regional Vice President, Mercer Advisors...
Attaining millionaire status may be less illusive now than in years past. Some who aspire to that level of wealth believe there may be secre...
Retiring can be a difficult transition, but good financial and psychological planning may help. Today, John Walker, Regional Vice President,...
Financial strife can cause dissatisfaction in relationships. Significantly differing views on money management and spending may lead to argu...
Home ownership is part of the American dream. The increased cost of owning a home has made home ownership a bigger challenge for many. Today...
Unfortunately, having to reduce the number of a company's employees has become all too commonplace. Frequently cutting the payroll may be co...
Selecting a professional to handle your financial affairs can be a critically important decision. There are many options for you to carefull...
There are issues of concern that prevent some aging Americans from retiring. However, delaying retirement too long may create unforeseen pro...
There is a growing trend of personal finance courses being offered on college campuses. Members of Generation Z are flocking to them. Today,...
Many business owners of the baby-boom generation will be selling their companies and moving into retirement over the next twenty years. A la...
According to a recent Charles Schwab survey, two-thirds of baby-boomers believe they are in a better position to reach their financial goals...
Can having more money equate to greater satisfaction or contentment? Today, John Walker, Regional Vice President, Mercer Advisors, is joined...
If you depend largely on your investment portfolio to fund your retirement, withdrawing from those accounts during a down market, particular...
2025 has arrived. Today, John Walker, Regional Vice President, Mercer Advisors, discusses 5 important areas of financial planning and person...
Talking about money and finances may sometimes be discouraged when the family is together at the holiday table. But, should such talk really...
Many of us are charitable year-round. At holiday time, making charitable donations often takes on additional significance as we count our bl...
Assessing your tax situation before year-end can uncover various tax planning moves for you to consider. Today, John Walker, Regional Vice P...
Minor missteps when planning for retirement can create major difficulty often not realized until you've retired. Today, John Walker, Regiona...