Ask the CFP: At What Age Should I Consider Long-Term Care Insurance?

by Kelly Fortado | Jun 10, 2021 | Gast Freeman Team

  Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “At what age should I consider long-term care insurance?” Unlike homeowner’s insurance, auto insurance or health insurance, which many people have for life, long-term care...

Ask the CFP: What are Master Limited Partnerships?

by Kelly Fortado | Apr 23, 2021 | Gast Freeman Team

Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “what are Master Limited Partnerships?” MLPs are a special type of business entity created by Congress in 1980s. They’re typically used with real estate or energy investments....

Ask the CFP: How do I check a financial advisor’s background?

by Kelly Fortado | Mar 22, 2021 | Gast Freeman Team

The Finerty TeamPremier service for premier clients.We do more so you can too.The Finerty TeamClient-centric Team structure.We're set up to serve you and your family for generations.The Finerty TeamBig Firm Resources. Personalized Attention.From one of the country's...

Ask the CFP: Should I open a HELOC?

by Kelly Fortado | Feb 26, 2021 | Gast Freeman Team, Uncategorized

Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “Should I open a HELOC?” For those of you unfamiliar with this term, a HELOC is a Home Equity Line of Credit. I’m generally a fan of HELOCs for tax and cost reasons, but let’s...

Ask the CFP: When will Social Security run out?

by Kelly Fortado | Jan 25, 2021 | Gast Freeman Team

    Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “When will Social Security run out?” According to the Social Security Board of Trustees, as of April of 2020, the retirement portion of Social Security, which is...