Posts by Lisa Barram

RPG Continuing Education: Estate Planning 101 Class

It was standing room only today at our Estate Planning 101 class taught by Guy F. Mattews, Esquire of Eckell Sparks Law Firm We had the opportunity to learn about Wills, Trusts, Probate, Powers of Attorney and more! Our attendees had so many great questions to ask that helped everyone learn more about each piece…

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Founders Lisa and Daniel Barram Meet Michael Kitces

This past week our Founders, Lisa and Daniel Barram, had the great opportunity to attend a meeting where Michael Kitces was a featured speaker. Michael holds 8 graduate degrees and designations including Certified Financial Planner, Chartered Financial Consultant, Registered Health Underwriter. He holds 17 years in the Financial Planning field and has conducted over 50 Annual Speaking Engagements.…

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Register for our upcoming Medicare 101 Class!

This Class is for: Anyone Turning 65 in the next 12 months Anyone already 65 retiring off a group plan in the next 12 months Anyone on a Medigap Plan that has seen increased premiums Anyone with Questions about Medicare Register for our Medicare 101 Class at the Retirement Prosperity Education Center Saturday, May 5th…

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Continuing Education Classes: Join Us in Our Office

Here at Retirement Prosperity Group and Prosperity Advisers, LLC 2018 has gotten off to a great start!  Although the market has been up and down the clients and families that we serve have complete plans that keep their investments on track and allow them to live life despite market fluctuations.   Education is the foundation of our firm and how…

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Little-Known Law helps pay for Long Term Care

In August of 2006, President Bush signed into law the Pension Protection Act of 2006. The Act had one great element: it helps individuals to get Long Term Care protection. This is achieved by providing tax advantages to those who exchange existing deferred annuities contracts or life insurance policies for new linked-benefit annuity contracts or…

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The Estate, Gift, & GST exemption amounts have changed.

  Important Updates: The Estate, Gift, and GST exemption amounts have changed.   The IRS has just released revised inflation-adjusted amounts based on chained CPI as directed in the Tax Cuts and Jobs Act. Most numbers remained the same, including all income tax brackets. Here are the changes: The Estate Tax exemption amount for 2018…

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Fiduciary vs. Broker – What’s the difference?

Retirement, Holistic Planning, Retirement Planning, 401(k), Annuities, Investing, Financial Services, Financial Future, Savings Account, Retirement Savings, Lisa Barram, Retirement Prosperity Group, Daniel Barram, Fiduciary

In the past few months, we have seen a rise in use of popular “designations” with the word Fiduciary in the title and I realize this may lead you to believe that someone who calls themselves, for example, an “Accredited Investment Fiduciary” is, in fact, acting as a Fiduciary, but that is not necessarily the case.    Unfortunately, this designation does…

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The Bay Pony Inn October 12th

Retirement, retirement planning, 401(k), annuities, income for life, tax free, social security maximization, tax free retirement, lisa barram, daniel barram, prosperity, long term care, ltc, ed slott

Everyone last night at our Dinner Seminar was ready to learn about Retirement and how to plan for their future! We had a lot of great questions asked and answered! Join us at our next FREE Dinner Seminar! Click HERE for details!

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Welcome Our New Estate Planning Attorney!

We are excited to announce that we have an addition to the Retirement Prosperity Group family!   Welcome, Guy F. Matthews, Esquire as our new Estate Planning Attorney: At Retirement Prosperity Group we believe that all of your professionals, including your Financial Advisor, Attorney, and Accountant, should be working together as a team in order to…

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RPG featured in Philly.com: Fretting over North Korea and your portfolio? Don't, say local money managers

Are North Korea’s threats keeping you up at night, making you fret about your portfolio? Should you be raising cash? No, and don’t worry — we’ve survived worse before, say local money managers and investment advisers. “Investors should never react to short-term events like terrorism or wars,” said Dan Roccato, founder of Quaker Wealth Management…

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