Articles From Denise Delaney (6)

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  • How IFA FinPlan Can Help Your Financial Plan Flourish

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    by Denise Delaney — Monday, December 5, 2016

    With so many financial products available to investors, it is easy to confuse the roles that investments and insurance play in an overall late life plan. Each offer unique solutions to unique risks that investors face. While accepting a healthy level of stock market risk based ...Read More

  • The Role of Data

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    by Denise Delaney — Friday, December 2, 2016

    It is part of our natural instincts to avoid risks. Not touching a burning stove or avoiding a moving bus in the street is all part of our own protection. But these types of risk are much different than those experienced in the world of investing, although they illicit ...Read More

  • Late Life Planning 101

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    by Denise Delaney — Sunday, November 20, 2016

    What a difference 15 years makes? While most can remember the anxiety associated with finally hanging up the reigns and moving into retirement, it was a much different anxiety than those who were facing uncertainties 15 years ...Read More

  • Working with a Fiduciary: Why it Matters!

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    by Denise Delaney — Thursday, November 10, 2016

    We have all seen the commercials with Henry Winkler and the late Fred Thompson talking about the benefits of utilizing a reverse mortgage in retirement. What exactly are reverse mortgages and what are the pros and cons?   A reverse mortgage is a loan made to homeowners 62 ...Read More

  • Working with Denise

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    by Denise Delaney — Thursday, October 20, 2016

    How many times have we been sold on the idea of earning a high return with little to no risk? The timeless advice of “if it sounds too good to be true, than it probably is,” readily applies to anyone who is trying to sell this particular snake oil. ...Read More

  • What Goes into a Robust Retirement Solution

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    by Denise Delaney — Tuesday, September 20, 2016

    It is a very hard discussion to have, but most of us will eventually have to make the decision to do so. Avoiding the discussion often leads to more angst between generations that most don’t want to experience. It’s a very delicate topic and requires thoughtful ...Read More