“Current Mortgage and Real Estate Strategies”. On this show, host Jack Bevilacqua speaks with Mortgage Loan Originator, Matthew Teeter, about how the new tax cuts and Jobs Act will impact mortgages, along with some current borrowing and financing techniques for real estate investors.
Money Talk: With host Financial Consultant Jack Bevilacqua and guest Attorney Vincent Bonazzolli speaking about “Estate Planning and the Family Meeting”. Learn why families should get together and create the best Estate Plan while Mom and Dad are still alive so families feel safe and worry free about their future financial welfare.
“Required Minimum Distributions (RMD’s) and Tax Strategies” On this show, Jack talks with Phil Davis, C.P.A., who explains RMD’s, and describes what to consider when calculating the timing and distribution of them. Phil also gives several tax planning tips for the upcoming tax season.
Jack’s guest, Dianne Savastano, a healthcare specialist, had so much valuable information about Medicare to share, that we created a second show on the topic. Part Two goes deeper into the supplemental policies (i.e. Medigap) so viewers will know what to consider before retirement planning or before choosing a supplemental plan.
On this show, host Jack Bevilacqua talks to Financial Advisor, John Gregorio about the changes and advancements in this growing investment segment, and why we may want to consider it as a component of our investment strategy.
On this show, Jack speaks with Lucilia Prates, the Massachusetts director of the SMP program. The program assists Medicare beneficiaries in detecting and reporting healthcare errors, fraud, and abuse which costs tax payers billions annually. In the segment “Jacks Financial Facts” Jack dispels the common myth: “I should start taking my Social Security as soon as I’m eligible at age 62.”
Jack's guest, Susan Kobara, gives us "An Update on Long Term Care". They discuss how there are NO provisions for LTC in The Affordable Care Act, what options are available to pay for LTC, and the role it plays in protecting your retirement portfolio and financial legacy.
On this show, Jack and Kol Chu Birke discuss a topic everyone can benefit from…talking about money with your partner. As a “Financial Behavior Specialist”, Kol gives suggestions for making the “money talk” easier, and advises viewers how to leverage each persons’ strengths despite differences in financial goals and risk tolerance.
Get year-end tax planning ideas as well as advice for what to consider before paying off your mortgage. Guest Philip Davis, C.P.A. summarizes the new tax law and discusses how it will affect each of us.
On this show, Jack welcomes back Mike Sundberg, a Director of Information Security. Mike reviews the areas of our lives in which we are all susceptible to identity theft, and teaches us some safety measures to prevent and protect us against it.
Jack speaks with financial advisor, Sara Romaine, about formulating a successful college funding plan, specifically, the benefits of 529 plans. Sara also reviews the questions she asks young students to help them make the best college choices geared toward their interests.
Jack talks with Dianne Savastano to get a deeper understanding of Medicare. Topics covered include: enrollment basics and penalities, how income effects various plan premiums, the Medicare Advantage Plan as well as Part D and the "donut hole".
Host Jack Bevilacqua talks to Kim Carpentier of Valley Credit Builder about the recent Equifax breech, and how we can protect ourselves from any future data compromises.
On this show, Jack talks to Bea Stankard from Elder Services of The Merrimack Valley, and gets an update on the latest scams targeting the elder community. They also discuss why elders are vulnerable to financial scams and what protections can be taken to protect them and their investments.
"Advice For When Your Adult Child Moves Back Home" On this show, Jack talks to Certified Financial Planner, Lawrence Albert, about the increasing probability of adult children moving back home. They discuss the different approaches parents can take to help, not hinder, both of their financial futures and ensure a smooth transition through this phase.
Phil Davis, CPA, discusses with host Jack Bevilacqua the five different types of people who can handle your taxes and the benefits and downfalls of each group.
Financial Planner, John J. Gregorio talks to Jack about SRI, or "Green Investing". He gives an overview and history of this investment category and introduces viewers to the concept of "making a difference while making money". The segment "Jacks Facts" addresses the question of whether or not you should claim fewer withholding allowances on W-4 to get a big tax refund.
Host Jack Bevilaqua has an important and timely topic discussion with guest Kol Chu Birke, a Financial Behavior Specialist who provides viewers with easy, effective techniques to change spending behaviors and discover what motivates them to save more and spend less.
"Raising Money-Savvy Kids" with guest, Kol Chu Birke. Kol is a Financial Behavior Specialist who shares great ideas you can use to teach your kids to become financially responsible adults. There is a new segment at the end of the show called: "Jack's Financial Facts" where Jack dispels some common misconceptions about money. This show he addresses the myth "I make too much to qualify for financial aid"
On this show, Jack has an eye-opening conversation with credit specialist, Kim Carpentier about the importance of personal credit scores, how the major credit bureaus operate, and how they calculate your score. They also discussed the different types of inquiries and how to dispute an error. Kim has some great tips, including the reason you may want to establishing an authorized user.
Tom Books, a Financial Aid Adviser, talks with Jack Bevilaqua about ways to maximize financial aid to help pay for college. This is a must see for parents of high school students.
Healthcare Consultant, Dianne Savastano, discusses ways families can plan and execute successful financial planning for long term healthcare.
Host Jack Bevilaqua discusses how to avoid financial mistakes with his colleagues Mike Garvan and George Bowen.