Author Archives: Joseph L. Motta
19
May
0
What Happens if a...
The Unpopular Discussion Every Family Needs to Have Just bringing up the possibility of someone in your family becoming mentally
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18
Apr
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Spring 2018 Legacy Newsletter
Download a copy of :The Legacy Advisor Spring 2018 IRAs and other tax-deferred retirement accounts allow your savings to grow
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17
Nov
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Winter 2017 Legacy Newsletter
Download a copy of The Legacy Advisor Winter 2017 A Gift for you, a Gift for Your Family Featured Guest
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17
Jun
0
Summer 2017 Legacy Newsletter
Download a copy of The Legacy Advisor Summer 2017 Planning Ahead, Featured Guest Article by Julie Graf Skinner – Funeral Planning
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16
Feb
0
Is This the Cure...
Researchers in Australia have been experimenting with a non-invasive ultrasound technology that is showing great promise in the treatment of
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16
Feb
0
VA Proposes Changes to...
Veterans who served during a period of wartime and are age 65 or older may receive a “pension” to help
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16
Jan
0
Critical Retirement Decisions as...
3 Deadlines Baby Boomers Don't Want to Miss As They Reach 70 Happy milestone birthday, Baby! 2016 is the year
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15
Aug
0
Budget Act of 2015...
The recent budget deal reached by Congress and President Obama will eliminate two popular strategies used by married couples to
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