Palante Wealth
Blog


We help individuals and families work toward achieving their ideal retirements.

Make It Last – Ep 30 – How To Avoid Affinity Fraud & Top 401k Mistakes

November 4, 2017

Crooks are getting more creative with how to part you from your money. One of the biggest growing areas is in “affinity fraud”. Learn what it is and how to avoid it. Also, Victor discusses top 401k mistakes, including introducing one investment option that might interest people looking for tax-free growth and tax-free distributions. Make…

Continue Reading ...

Make It Last – Ep 29 – Medicare Open Enrollment Tips

October 28, 2017

Medicare Open Enrollment is from October 15th until December 7th. There are things you can do to optimize your choices for the next year. This week, Victor goes over the best Medicare Enrollment tips that you can use. Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder…

Continue Reading ...

Make It Last – Ep 28 – 4 Things Missing From Your Estate Plan and 1 Investment to Steer Clear Of

October 21, 2017

This week, Victor discusses four things missing from your estate plan and 1 investment that you probably have in your portfolio (especially if you’re working with one of those large investment firms. Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder law attorney and Certified Financial Planner™.…

Continue Reading ...

Make It Last – Ep 27 – Top 25 Tips from the First 25 Shows

October 14, 2017

Just want the episode title says…these are the top 25 tips from the first 25 shows. It’s like concentrated Make It Last…just bring your notebook, because Victor flies through all 25 tips. Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder law attorney and Certified Financial Planner™.…

Continue Reading ...

Make It Last – Ep 26 – Protecting Your Assets From Nursing & Medicaid Spend-Down

October 7, 2017

This week on Make It Last, I cover how to protect your assets against nursing home and Medicaid spend-down. Most of you know that we help families every week to maintain flexibility and choice in their long-term care, and this episode will give you a peek under the hood of how that happens. Make It…

Continue Reading ...

Make It Last – Ep 25 – Protecting Your Inheritance Against Divorce & Creditors

September 30, 2017

One of the ways you can “make it last” is to make sure that the inheritance you leave behind is protected from threats like divorce or creditors. You also want to make sure that the inheritance follows the bloodline and goes to your grandkids and not that “no-good son-in-law”. Listen to this week’s show as…

Continue Reading ...

Make It Last – Ep 24 – Planning for Minor Children & Retirement Income Failure

September 23, 2017

Typically this show covers retirement planning, which means the key demographic doesn’t include people with minor children. However, planning for these families is super important and many of our retiree and pre-retiree listeners have young grandchildren. So, this show is for them, and their (grand)kids. Also, a discussion on “retirement income failure”, and what it…

Continue Reading ...

Make It Last – Ep 23 – 3 Retirement Income Strategies

September 16, 2017

As you enter retirement, your strategy for generating retirement income should be deliberate and should match your individual circumstances. In this episode, I discuss three different approaches to retirement income planning, and share which one(s) I recommend. Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder law…

Continue Reading ...

Make It Last – Ep 22 – Auto Leasing & How and Why You Should Update Your Estate Plan

September 9, 2017

Most people regard visiting with their estate planning attorney like a trip to the dentist. Something that’s necessary, not enjoyable, and which should be kept to the bare minimum. The truth is that your estate plan is not a “set-it and forget-it” activity. Things change (like your people/money, and the laws, and your needs), and…

Continue Reading ...

Make It Last – Ep 21 – What Happens To Your IRA When You Die?

September 2, 2017

Most people rely on their IRAs to fund some or all of their retirement. However, the research shows that the vast majority of individuals will die leaving a great percentage of their IRA behind. This week, Victor discusses what happens to that IRA and how to put the best planning in place to avoid the…

Continue Reading ...

Make It Last – Ep 20 – Three Biggest Investment Mistakes & Legal Planning for College Students

August 26, 2017

Over and over, investors make three mistakes that absolutely kill their ability to see returns in their investments. These three mistakes are common, and avoidable. This week, on Make It Last, Victor discusses what those mistakes are and how to make sure you don’t make them. Also, Victor discusses the right legal planning recommended for…

Continue Reading ...

Make It Last – Ep 19 – Understanding NJ & PA Inheritance and Estate Taxes

August 19, 2017

Death and Taxes – that’s what they say are life’s only certainty. But..what if they are one in the same. In NJ and PA, you have to worry and plan for both death and taxes, and in this show, I’ll help you understand the distinction between them. Make It Last with Victor Medina is hosted…

Continue Reading ...

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 609-476-9269

Call Now Button