Your Life Your Wealth

January 6, 2023

Vowing to be more organized in the new year is a very common resolution, but will it apply to your finances. Accumulating or hoarding assets doesn’t sound like a problem, but it can easily become a major complication if someone else needs to sort out your financial affairs. Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, discusses the importance of having your financial house in order. He details how organizing and simplifying your holdings can make your life, and the lives of those you most care about, more secure and easier to manage.

December 27, 2022

Available opportunities to reduce your tax bill for 2022 are fleeting, but there are still some important moves you should consider now. John Walker, Regional Vice President, Mercer Advisors, welcomes CFN's Tim Joseph, CERTIFIED FINANCIAL PLANNER™ professional and CPA, at Cordasco Financial Network, a part of Mercer Advisors. Tim shares year-end tax tips that could reduce your tax burden come April 15th.

December 22, 2022

Helping others through charitable giving can be rewarding to the giver and receiver. Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, discusses the benefits of giving with Andrea Rodgers, Executive Director of the Starfinder Foundation and Paul Howard, Executive Director of The Philadelphia Union Foundation. John also welcomes CFN's Tim Joseph, CERTIFIED FINANCIAL PLANNER™ professional and CPA, at Cordasco Financial Network, a part of Mercer Advisors. Tim discusses tax efficient ways to make charitable donations during the holiday season and throughout the year.

December 16, 2022

On today’s podcast, Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, discusses two strategies for retirement planning. John explains the differences between probability-based planning and guaranteed income planning, as well as how the methods can work together in your retirement plan.

December 9, 2022

According to the Society of Actuaries, average life expectancy in the U.S. has increased from 68.14 years in 1950 to 76.1 years in 2021. Living longer likely means more years in retirement and more savings necessary for what could be a full one-third of our lives. A long life can be a blessing, but living longer is considered to be just one of many risks today’s retirees will face. Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, discusses several risks and the careful approach to planning that is necessary to ensure you don’t outlive your money.

December 2, 2022

According to a report from the Federal Reserve Bank of New York last year, nearly half of all Americans expect to retire before they turn 62. To be successful, you must be prepared. Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, discusses things you should consider when determining if early retirement is in your future.

November 22, 2022

How can parents instill good financial habits in their children? It’s a question many Mercer Advisors team members, who are also parents, were recently asked. Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, shares some of his colleagues' most insightful answers. Will you address this issue with the younger folks at your Thanksgiving table?

November 18, 2022

Insurance, as a piece of your overall financial plan, may not always get enough attention. Insurance products are complicated and getting a clear understanding of the policy attributes from the person who sold it to you is not always easy, particularly if the policy was purchased many years ago. On today's podcast, Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, is joined by CFN Financial Advisor Ryan Flurer. Their discussion centers on helping investors like you better understand insurance products and how they may help support your family's need for financial security.

November 11, 2022

Some of us have preconceived notions about saving for retirement during our working years and spending during our retired years. Those misconceptions can become ingrained in our minds, leading us to believe they are true even when they are not. Some believe that planning, in all stages of life, should only be about growth and accumulation, but as we save for retirement, cashflow planning for our retirement years is critical and often overlooked. As planners we address those misconceptions. Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, and Tim Joseph, CERTIFIED FINANCIAL PLANNER™ professional and CPA, of Cordasco Financial Network, a part of Mercer Advisors discuss how having a solid cashflow plan is important in promoting financial confidence in our retirement years.

November 4, 2022

As you go through life, transitions and changes are inevitable. Major events such as starting a new job, getting married, buying a home or entering retirement influence how you view and plan for the future. They impact your needs and require a periodic look at your planning strategy. Cordasco Financial Network’s John Walker, Regional Vice President, Mercer Advisors, is joined by CFN Financial Planner Evan Salter. They discuss the importance of reevaluating, and potentially revising your plans to help you secure your financial future as these and other life changing events occur.