Jay Abolofia, PhD, CFP® is a fee-only, fiduciary & independent financial planner in Waltham, MA serving clients in Greater Boston, New England & throughout the country. Lyon Financial Planning provides advice-only comprehensive financial planning for a flat fee to help clients in all financial situations.
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How Social Security Works and What to Know About Its Future
Without reform, Social Security will soon be unable to fully meet its obligations to beneficiaries. Given the financial standing of the program, here is what you can expect in the future.
How to Choose a Cost-Effective Health Insurance Plan
Understanding how health insurance works and selecting a plan can be challenging. Using these straightforward criteria will allow you to select the most cost-effective plan possible.
How to Enhance Your Finances During a Pandemic
The impacts of COVID-19 extend well beyond your finances. That said, there are a variety of things you can do now to improve your current and future financial situation. Here is a list of ideas to consider, along with relevant resources.
The Role of Insurance in Your Financial Plan
Your financial plan is only as good as it is secure. An efficient risk management strategy can help protect your plan in case of a high severity risk, like premature death, long-term disability, serious illness, expensive lawsuit or major property damage
How Conventional Planning Fails to Provide Sound Financial Advice
In financial planning, sometimes getting it right is more about not getting it wrong. This makes rules of thumb dangerous to your financial well-being. Nonetheless, that is exactly what conventional planning uses to generate its recommendations. Fortunately, economics-based planning offers a sound alternative.