Holistic Financial Planning
1 view | +0 today
Follow
Your new post is loading...
Your new post is loading...
Scooped by Sheri Cupo
Scoop.it!

Wait. Mom and Dad aren’t paying anymore?

Wait. Mom and Dad aren’t paying anymore? | Holistic Financial Planning | Scoop.it
This blog post was authored by Mike Iannetta.  Mike is Sheri’s nephew and will be attending Fordham University next year to study finance. He recently complete(...)
more...
No comment yet.
Scooped by Sheri Cupo
Scoop.it!

Advice That’s Worth the Price

Advice That’s Worth the Price | Holistic Financial Planning | Scoop.it
Have you ever noticed that the best humor usually has an edgy element of truth to it?  Take, for example, this StockCats “Headline Generator” spoof on the comm(...)
more...
No comment yet.
Scooped by Sheri Cupo
Scoop.it!

Identity Theft and Your Tax Returns: What To Do if It Happens to You

Identity Theft and Your Tax Returns:  What To Do if It Happens to You | Holistic Financial Planning | Scoop.it
  As a follow up to our recent blog post, “Five Warning Signs That It’s NOT the IRS Calling,” a handful of SageBroadview clients and others have let(...)
more...
No comment yet.
Scooped by Sheri Cupo
Scoop.it!

Fiduciary Advice in the Limelight

Fiduciary Advice in the Limelight | Holistic Financial Planning | Scoop.it
Fiduciary advice obligates your advisor to serve your highest financial interests, even ahead of his or her own.
more...
No comment yet.
Scooped by Sheri Cupo
Scoop.it!

Redefining Retirement, Redux

Redefining Retirement, Redux | Holistic Financial Planning | Scoop.it
It’s not about cliffs called ‘”work” and “retirement;” it’s about preparing, from this point forward, to move steadily toward wherever you want to go next.
more...
No comment yet.
Scooped by Sheri Cupo
Scoop.it!

First Things First for First-Time Home Owners

First Things First for First-Time Home Owners | Holistic Financial Planning | Scoop.it
Finding your first home can be as enormously gratifying, but funding it can be dramatically daunting. A little financial life planning can go a long way
more...
No comment yet.
Scooped by Sheri Cupo
Scoop.it!

Avoid Being a Tax Scam Victim

Avoid Being a Tax Scam Victim | Holistic Financial Planning | Scoop.it
IRS scammers have been setting traps for swindling taxpayers assets & identities. Their favorite targets are older adults, immigrants & widows/widowers.
more...
No comment yet.
Scooped by Sheri Cupo
Scoop.it!

Here's What Sheri's Been Reading: January 2015 Edition

Here's What Sheri's Been Reading: January 2015 Edition | Holistic Financial Planning | Scoop.it
If recent market activity has you feeling distressed, now may be a good time to re-read our What Sheri’s Been Reading…
more...
No comment yet.
Scooped by Sheri Cupo
Scoop.it!

SBV In News: Help For Buying Your First Home

SBV In News: Help For Buying Your First Home | Holistic Financial Planning | Scoop.it
A NJMoneyHelp.com reader asked if there are any programs that assist with new home down payments and closing costs. Our own Sheri Cupo, CFP® provided her
more...
No comment yet.
Scooped by Sheri Cupo
Scoop.it!

Crunching the Numbers on Advisor “Alpha”

Crunching the Numbers on Advisor “Alpha” | Holistic Financial Planning | Scoop.it
Advisor Alpha: In the face of life’s many uncertainties, is your advisor ensuring that your investment activities remain as optimized as they can be for helping
more...
No comment yet.
Scooped by Sheri Cupo
Scoop.it!

"Good, Better and Best" Advisor Value

"Good, Better and Best" Advisor Value | Holistic Financial Planning | Scoop.it
We believe a financial advisor can help you manage the wealth of your life. Today we look at why we feel most investors should find such an advisor versus going
more...
No comment yet.
Scooped by Sheri Cupo
Scoop.it!

Has Up-in-the-Air Social Security Got You Down?

Has Up-in-the-Air Social Security Got You Down? | Holistic Financial Planning | Scoop.it
If you’ve been a staunch Social Security pessimist, it may be time to take a fresh look at the state of Social Security, based on this year’s annual report from
more...
No comment yet.
Scooped by Sheri Cupo
Scoop.it!

The Bittersweet Ups and Downs of Sending Your Child to College | SageBroadview

The Bittersweet Ups and Downs of Sending Your Child to College | SageBroadview | Holistic Financial Planning | Scoop.it
Here are eight tips that can help reduce some (not all!) of the emotional angst as your child heads off to college.
more...
No comment yet.
Scooped by Sheri Cupo
Scoop.it!

Sage Advice Worth Repeating to BOTH of My Adult Children

Sage Advice Worth Repeating to BOTH of My Adult Children | Holistic Financial Planning | Scoop.it
It’s official. Last week, my days as a legal guardian came to an end when my younger son Devon celebrated his 18th birthday.  
Any parent can relate to my need(...)
more...
No comment yet.
Scooped by Sheri Cupo
Scoop.it!

SBV In The News: What’s better: A SEP-IRA or a Solo 401(k)?

SBV In The News: What’s better: A SEP-IRA or a Solo 401(k)? | Holistic Financial Planning | Scoop.it
NJMoneyHelp.com asked for Sheri Cupo’s advice  for their readers in “What’s better? A SEP-IRA or a Solo 401(k)?”
The question was: “ I’m self-employed. How do I(...)
more...
No comment yet.
Scooped by Sheri Cupo
Scoop.it!

An April 1 Overview of Financial Life Planning Essentials

An April 1 Overview of Financial Life Planning Essentials | Holistic Financial Planning | Scoop.it
As we celebrate the arrival of April, we are excited to announce a new SageBroadview service to further enable families like yours to Appreciate the Wealth of (...)
more...
No comment yet.
Scooped by Sheri Cupo
Scoop.it!

Making the Most of Supplemental Group Life Insurance

Making the Most of Supplemental Group Life Insurance | Holistic Financial Planning | Scoop.it
Your employer’s supplemental group life policy can be sufficient when young. As you age, you may save by shopping around for individual life insurance coverage
more...
No comment yet.
Scooped by Sheri Cupo
Scoop.it!

Dear SageBroadview: Let’s Get Engaged

Dear SageBroadview: Let’s Get Engaged | Holistic Financial Planning | Scoop.it
As we dedicate ourselves to placing our clients’ financial interests even ahead of our own, we make a commitment that goes something like this: We pledge to …
more...
No comment yet.
Scooped by Sheri Cupo
Scoop.it!

SBV In The News: When a 529 Plan Beneficiary Dies

SBV In The News: When a 529 Plan Beneficiary Dies | Holistic Financial Planning | Scoop.it
Q. My wife has saved in a 529 Plan for her nephew, but he died at age 11, long before he could use the money his aunt had been saving.
Sheri Cupo's insight:

NJMoneyHelp.com asked Sheri Cupo to help answer their reader’s question

more...
No comment yet.
Scooped by Sheri Cupo
Scoop.it!

Making the Most of Supplemental Group Life Insurance

Making the Most of Supplemental Group Life Insurance | Holistic Financial Planning | Scoop.it
Your employer’s supplemental group life policy can be sufficient when young. As you age, you may save by shopping around for individual life insurance coverage
more...
No comment yet.
Scooped by Sheri Cupo
Scoop.it!

Way to Wrap Up 2014, Chris Annello, CFP®

Way to Wrap Up 2014, Chris Annello, CFP® | Holistic Financial Planning | Scoop.it
Embarking on the path to become a CERTIFIED FINANCIAL PLANNER™ was a long and demanding journey, and a decision that I took very seriously.
more...
No comment yet.
Scooped by Sheri Cupo
Scoop.it!

Advisors Strategies Equity Compensation

Advisors Strategies Equity Compensation | Holistic Financial Planning | Scoop.it
MyStockOptions.com asked five financial advisors for their ideas on financial and tax planning for the end of 2014 & start of 2015, including Sheri Cupo, CFP®
more...
No comment yet.
Scooped by Sheri Cupo
Scoop.it!

What’s Driving Your Advisor Relationship?

What’s Driving Your Advisor Relationship? | Holistic Financial Planning | Scoop.it
This week how to identify, not just any advisor, but one who is best positioned to justify his or her worth. As much as great advice can be of great value, so
more...
No comment yet.
Scooped by Sheri Cupo
Scoop.it!

“Obvious Man” Takes on the Wealth Advisor World

“Obvious Man” Takes on the Wealth Advisor World | Holistic Financial Planning | Scoop.it
There is great value to be had by turning to a financial advisor to help you manage the wealth of your life.
more...
No comment yet.
Scooped by Sheri Cupo
Scoop.it!

What Sheri’s Been Reading … September 2014 Edition | SageBroadview

What Sheri’s Been Reading … September 2014 Edition | SageBroadview | Holistic Financial Planning | Scoop.it
What Sheri’s Been Reading … September 2014 Edition
more...
No comment yet.