Medicare Made Easy

Author: Patrick Runyen

As a Wealth Manager at Independence Advisors, Patrick Runyen, CPA/PFS, CFP® works closely with clients to implement wealth management solutions. He leverages his technical financial planning and consulting experience to assist clients with investment counseling, retirement planning, estate planning, wealth enhancement, asset protection, tax planning, and other personally significant financial decisions. CLICK HERE TO ASK PAT.

October 10, 2016  |  

Medicare Made Easy

As retirement approaches, almost all of us are going to make critical decisions related to medical care.  One of the most important (and perhaps least understood) parts of your plan will be how your Medicare coverage will work. On October 19th at 11:30am ET, we’ll be hosting a free webinar titled Medicare Made Easy with […]

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July 20, 2016  |  

Is It Time to Refinance Your Mortgage?

As you may have seen recently, interest rates have dropped over the past few weeks.  While this trend doesn’t affect our firm’s long-term investment approach, it does provide many of you with some important financial planning considerations, especially if you have a mortgage on your home (or homes). Rock bottom interest rates make now a […]

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June 13, 2016  |  

What Is the True Value of a Financial Advisor?

Most people would consider Vanguard to be the prototypical “do it yourself” investment house.  However, Vanguard recently published a very interesting white paper summarizing how a good advisor can potentially add about 3 percent in net returns to a client’s portfolio every year.  The chart below illustrates how that potential 3 percent can be generated: While […]

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May 4, 2016  |  

The Vacation Home Primer

Key Takeaways: The purchases of vacation homes have spiked over the past few years. Before purchasing, consider whether you plan on using it yourself or renting. When considering a purchase, account for extra expenses such as insurance, taxes, utilities, furnishings and upkeep before taking the plunge. Summer is coming, so if you’re like me you […]

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