The Financial Advocate

This is a recorded episode of our podcast 'The Financial Advocate' about timing the market. This is our opinion on trying to buy low and sell high and trying to invest at the right time. We get into some of our investing philosophy! Feel free to get in touch with us if you have any questions - [email protected]

This is a real case study we did for one of our recent new relationships. We are working with a really great person and on top of that the situation was just busy enough for us to discuss. Listen to this podcast if you are curious about our process and how we handle our typical client.

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Andrew has been with us since the beginning and is the creator of Planning Across the Spectrum. Andrew is an advocate throughout Connecticut and throughout New England for Autism awareness as well as a CERTIFIED FINANCIAL PLANNER™ and co-founder of Talcott Financial Group in Farmington, CT.

Andrew received his autism diagnosis late in life which answered a lot of questions about struggles he experienced growing up and as a young adult. Having had this experience, he has now dedicated himself to aiding the autism community, utilizing his certifications and skills in the financial world, and his own knowledge of an individual living with autism to help people on the spectrum and/or their families and caregivers plan for their future. He as personally experienced many medical, social, educational, legal, vocational, and relational issues that he can now aid his clients with while understanding that every situation is unique. He provides guidance for life decisions and resources that are available that may not be known about or easily accessible for average citizens. He helps individuals navigate the realities of living in a world that can be complicated to pilot with special needs.

You can find this and much more on their website below:

https://planningacrossthespectrum.com/

OUR MISSION:

The National Down Syndrome Society is the leading human rights organization for all individuals with Down syndrome.

The National Down Syndrome Society envisions a world in which all people with Down syndrome have the opportunity to enhance their quality of life, realize their life aspirations and become valued members of welcoming communities.

Information about Ashley:

Ashley is the Director of Government Relations. She works with members of Congress and their staff, federal agencies and state and local leaders to help pass legislation that is beneficial to the Down syndrome community.

Check out the website below:

https://www.ndss.org/our-story/mission/

Better late than never! Here is the 2018 Year End Review about the market, crazy events and other podcasts we have done this year. Sorry if some of the content seems untimely. We have to get everything approved through a compliance department so sometimes our podcasts or videos are a week late due to the review. Thanks for understanding and thanks for continued listening in 2019!

This podcast case study is short sweet and to the point. Find out why we think most individuals would benefit from speaking with a financial advisor. This doesn't mean you need a long term or ongoing relationship with an advisor; however, simply sitting down with one once a year or even less can still be extremely beneficial for your financial future.

Do you have a parent or spouse that may need to consider moving into a nursing home? This episode describes one way to prepare for nursing home costs and it is called the Medicaid Compliant Annuity. It offers you a way to save the hard earned money you saved over the years rather than spend it all in the first 2 years of nursing care. This is an annuity that only married couples can use, so if you are married or know a couple that could use this advice, please share! We have been using these annuities to help individuals for over 10 years but we still find most people have never heard of this technique before. If you have any questions, email or call us at [email protected] or 410-663-0700.

I'm the CEO of Better Money Decisions (B$D) and co-author of the blog Better Financial Decisions. As a principal of B$D, I'm excited to continue my long career as an investment professional which started when I worked in the 1980s as an advisor with Drexel, Burnham and Lambert and J.W. Charles and as co-owner of a Registered Investment Advisory firm.

Living and working in places as diverse as Jeddah, Saudi Arabia, Budapest, and Hungary has given me a unique perspective on the world of investing. Through these experiences I have learned that life can change in an instant and having a financial guide can make all the difference between a retirement fraught with worry and one with peace of mind.

Check out more and purchase the book on the website below:

https://bozosmonsterswhizbangs.com/

This is a real estate update with Mike Klijanowicz. His contact information can be found below. He is a local guy and we are located in Baltimore, MD. However, that doesn't mean Mike can't help you answer a few questions if you have them! There is a contact form on the website below if you prefer to us that, or you can call using the number below.

http://www.isellmdhomes.com/

Address:

9607 Belair RoadBaltimore, MD 21236

Mobile:

410-236-3331

"As a wife to Lamar and mom to Juliana and Jessa, I'm a passive journal writer. It means I have a journal that stays by my bed and I write in it every now and then to record life's peaks and valleys.

But Juliana's Journal is something different. When my husband and I accepted the responsibility of fostering a six day old baby, I didn't know up from down. I wrote down schedules, sleep patterns, and what separated good days from bad ones.

Then, as we learned that Juliana wasn't meeting her milestones and needed therapy, I jotted down the notes on that too. Fast forward eight years later. That beautiful baby girl is now our daughter Juliana.

Our life is crazier than I ever imagined. When I'm not chasing two kiddos, working or tackling a new DIY project around the house, you'll find me reading, gardening, or writing. I love comments and feedback. So feel free to send me a line via the message box below.

We are not living the life that we imagined, but it's still a good one. I'm glad that Juliana's Journal has grown and continues to grow. Now, I hope to expand it so that it inspires and reaches so many more. It's my plan to continue scribbling down all those important things I need to keep quickly within reach.

Hopefully, you'll find some things here that will reach you too."

Check out so much more on the blog : https://www.julianasjournal.com/a-blog-for-special-needs-parents/