Entries by Plotkin Financial Advisors

5 Things to Know Before Investing

When it comes to investing, there are several things you need to be aware of before diving in. While investing your money is one of the best ways to increase your wealth, knowing what you are doing is the only way to be successful in investing. Keep reading to learn five things to know before […]

Beneficiaries: What You Need to Know

Naming beneficiaries in your will and on your life insurance policy is an incredibly important decision, not only to ensure that the money and assets go where you want them to but also to ensure that the people you care about will be taken care of in the event of your death. While this might […]

Should You Cut the Cable Cord?

With the multitude of streaming platforms and places to watch shows and movies, is cable really necessary these days? As more and more people continue to cut the cord and get rid of standard cable, it may be time to jump on the bandwagon! Keep reading to learn why. The cost of traditional pay-tv services […]

Is Retiring Abroad Right for You?

Have you ever thought about ditching the states and spending your retirement years abroad? If you haven’t, you may want to consider it—especially if you’re worried about having enough savings accumulated for the length of your retirement. You may even be able to retire sooner if you choose to relocate to a foreign destination. Why […]

New Year? Get Your Taxes Ready

With the arrival of the New Year it’s time to start thinking about tax filing.  The federal government estimates that about 60% of taxpayers use paid preparers to calculate and file their returns.  It is never too early to start organizing your receipts, forms and other tax documents.  You and your tax preparer will benefit […]

Getting Started with Estate Planning

It’s never too early to start estate planning. Having a plan in place at an early age is always preferable to finding you don’t have one when you really need it. If you’re a little lost on what you should be doing first start with these few steps:   Make a Comprehensive List of All […]