Ed Reaven, CMFC, AIF

07/26/2025

Wanna feel old? If "The Wonder Years" premiered today, they would be showing stuff from 2005.

02/07/2023

Kick your new year off right with these 3 things that every senior citizen should have. CBS New has the story @ https://bit.ly/3vIi32U #2023

These items can offer medical assistance, security and financial stability, often at a reasonable cost.

02/07/2023

Upgrade your travel experience in 2023 with a luxury cruise. Travel + Leisure has their favorite lines and stunning destination @ https://bit.ly/3GIFbF2 #2023

Travel + Leisure hand-selected 16 different types of on-the-water adventures to consider in the year ahead.

03/13/2020

When you look back at this crazy week and how it affected your portfolio, ask yourself what your financial advisor did for you.

Did they proactively move you out of equities and fixed income funds with large corporate bond positions before the worst hit?

Were they hard to get in touch with, or drop off the grid altogether?

Worse, did they have your money in commission-based products where they no longer have a care how it performs, since they got paid many moons ago?

If that's your story, you may have a need for a fiduciary fee-only advisor. We weathered the storm well, made pro-active moves with the client's interests in mind, and reached out numerous times to check in.

If this resonates with you, give me a call or text at (201) 850-3954 or drop a note to [email protected].

Stay safe!

07/26/2019

Equifax had a major information breach last year and earlier this week, they settled with the FTC. You may have been affected, and if you were, you would be eligible for a class action payout of $125 or more. Check to see if you were affected here:
https://www.ftc.gov/enforcement/cases-proceedings/refunds/equifax-data-breach-settlement

09/20/2018

MEDICARE HEALTH PLANS OPEN ENROLLMENT IS HERE AGAIN!

NOW is the time to start reviewing your plan!

Open Enrollment for Medicare Health Plans only occurs this year from October 15 to December 7 – so now is the best time to review any notices about changes to your plans (Medicare Part A&B, Part D, “Medigap” Supplemental Plans) for2019.

Open Enrollment allows you to switch your current Medicare plan without answering any personal questions about your health, so you can’t be denied for any pre-existing condition.

New options may be available that could:
• Cost less out-of-pocket
• Cover more/all of your prescriptions
• Have more convenient providers

Did you know that all Medigap coverage is the same? So you may be paying more than you should for the same exact insurance you can get elsewhere. In addition, you and your spouse may be eligible for a household discount if you both own Medicare insurance from the same company.

If you, or anyone you know, has any questions about Medicare Health Plans Open Enrollment, let me be your expert! Let me know if you have any questions or concerns about your current plans. As always, you can call me at (201) 850-3954.

02/26/2018

If you need to contribute to an IRA for a deduction and need assistance, we can help. We have no minimum account size and are a fee-based fiduciary advisor. We use individual stocks, bonds, ETFs and actively managed funds in our fully customized asset allocation models. Send a PM or respond for more information.

10/18/2017

CNBC explains why occasional scary headlines should not dissuade you from investing:

History shows acting upon market news can be detrimental to a retirement plan. Avoid rash financial decisions at all costs.

10/04/2017

Why is a having retirement plan in writing so vital? Read this post @ CNNMoney:

Want to help ensure a well-funded retirement? Try using this powerful financial tool.

10/04/2017

Scaling up? Entrepreneur lists 4 quick ways small business owners can finance growth:

As you push your business forward, think about financing early and often to accept any challenges as they arise.