Monthly Archives: March 2020

Episode 31 – The Art of Downsizing in Boston— With Deborah Lucci



Your kids will probably be grown up and independent by the time you retire. At this point, your family home might start to feel too big and too empty. You might decide that it’s time to downsize.

In this episode, Peter Raskin is joined by top Massachusetts realtor Deborah Lucci. Deborah generously shares insights into what you can do to successfully market and sell your home in the Boston area.

In this episode, you will learn:

  • What the timeline of selling your home should look like
  • The importance of being emotionally ready to sell your home
  • How Deborah guides clients through the decision-making process of selling their home
  • What the marketing side of selling your home looks like
  • And more!

Join Peter and Deborah now to learn how to approach the downsizing of your home. 

Resources

Raskin Planning Group: (617) 728-7433 | Deborah Lucci Team | The Gentle Art of Swedish Death Cleaning by Margareta Magnusson

CRN-2918936-012320

Disclosure: This is not intended to be a substitute for professional investing advice always seek the advice of your financial adviser or other qualified financial service provider with any questions you may have regarding your investment planning.

Peter Raskin is a registered representative of Lincoln Financial Advisors.

Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is not an affiliate of Lincoln Financial Advisors.

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.


SPECIAL UPDATE: COVID-19



In this special episode, we share updates on how we are responding to the COVID-19 situation, how we’re assisting our clients, and what actions we’re advising investors to take during this time of uncertainty. 

Tune in now to learn how the markets are being affected and what we’re doing to help clients during this tumultuous time.

Resources:  Raskin Planning Group

CRN-2998649-031720


Episode 30 – 4 Options for Funding Your Child’s Education



We all want the best for our children, which includes providing them with the best education possible. Whether you’re planning for private school or college, the question remains the same: How will you fund it?

In this episode of Wealth Is in the Details Podcast, Peter Raskin takes you through the four options available to anyone who wants to provide education funding for a family member. He discusses the pros and cons of each option, emphasizing that only you and your financial professional can decide which one is best for you.

In this episode, you will learn:

  • Why using a traditional savings account may be the most flexible option 
  • The downside of Uniform Transfers to Minors Act accounts
  • Advantages of using a 529 plan 
  • How a Coverdell Education Savings Account works
  • And more!

Tune in to learn four ways to fund your child’s education. It’s never too early or too late to start planning!

Resources

Raskin Planning Group: (617) 728-7433 | Saving for College

CRN-2918920-012320

Disclosure: The is not intended to be a substitute for professional investing advice always seek the advice of your financial adviser or other qualified financial service provider with any questions you may have regarding your investment planning.

Peter Raskin is a registered representative of Lincoln Financial Advisors.

Securities offered through Lincoln Financial Advisors Corp., a broker/dealer. Member SIPC. Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors, a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Raskin Planning Group is not an affiliate of Lincoln Financial Advisors.

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.