About alyssa

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So far alyssa has created 21 blog entries.

It’s Complicated: Three Reasons You Need a Personal CFO

Handling personal finances is a complicated endeavor, perhaps now more than ever. Where once upon a time employees counted on a pension and perhaps one other investment account as they aimed for financial security, today it is typical to have numerous accounts—opened while working for a variety of employers. Time and again we encounter those [...]

It’s Complicated: Three Reasons You Need a Personal CFO 2018-09-18T20:30:49+00:00

Does Your Financial Advisor Pass the Test? Three Tips to Help You Find Out!

While we have not engaged in statistical research to prove the following, it is our experience that when Entrust Financial advisors provide Financial Planning and Wealth Management workshops—such as our most recent presentation for “Women in Nuclear” at Exelon—just as many questions are posed about selecting a financial professional as are asked about the primary [...]

Does Your Financial Advisor Pass the Test? Three Tips to Help You Find Out! 2018-07-26T17:38:28+00:00

Keep More of What You Earn: Three Tips to Help Reduce Your Taxes

Micro-managing every little detail as you prepare for your income-tax filing may not be your idea of a good time. In fact, just thinking about filing taxes is enough to cause stress to many of us. But if you honor the three tips to help reduce your taxes that we introduced to our clients, Christel [...]

Keep More of What You Earn: Three Tips to Help Reduce Your Taxes 2018-03-21T17:06:57+00:00

Recipe for Success

When we hear the word “recipe,” most of us think of food. And now that the summer season is here, foods with fresh ingredients are abundant–a welcome and nutritious change. But we can also apply the friendly term “recipe” to our portfolio asset allocation, recognizing that our portfolio ingredients are likely to be stocks, bonds [...]

Recipe for Success 2018-09-13T15:22:48+00:00

I Want to Do the Right Thing with My Inheritance

Bizzie, a thoughtful and practical woman who has carefully cultivated her legal consulting practice for decades, is married to a high school music teacher and has one son–a teenager soon to complete his senior year and head off to college. Our story begins when Bizzie inherits a substantial amount of money following the sudden death [...]

I Want to Do the Right Thing with My Inheritance 2018-09-13T15:18:39+00:00

Three Easy Tactics to Protect Your Personal Information from Cyber-Fraud

Cyber-fraud is on everyone’s minds these days. For instance, we probably all know of someone who was scammed through their email. A common and all-too-effective ploy is for a hacker to send an urgent and alarming email of distress–from a loved one–requesting that money be sent immediately. A good friend of mine responded to one [...]

Three Easy Tactics to Protect Your Personal Information from Cyber-Fraud 2018-09-13T15:16:39+00:00

Financial Security Throughout Retirement

We spend most of our lives working and saving so that at some point we will have the financial freedom to step away from the grind and do something else.  Do you know if you are on track for financial security throughout retirement? Just posing this question reminds me of our clients Brent and Wanda. When we [...]

Financial Security Throughout Retirement 2018-09-13T15:13:29+00:00

Tips to Reduce Your Taxable Income in 2017

2017 is well underway and it is time to accelerate the implementation of your tax savings strategies, before spring arrives on Monday, March 20th. A key step for maximizing your savings this year is to take advantage of opportunities to reduce your taxable income in the months ahead. Whether you are a business owner or [...]

Tips to Reduce Your Taxable Income in 2017 2018-09-13T15:07:32+00:00

Entrust Video: What’s Your Number?

There is no time like the beginning of a new year to renew your savings goals to maintain your financial security.  Take a look at our video What’s Your Number? for tips you can use.

Entrust Video: What’s Your Number? 2018-03-22T17:56:45+00:00