Month: September 2021

FEATURE
67. The First Step To The American Dream

67. The First Step To The American Dream

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The American dream can be easily imagined, with a loving partner, children and the perfect home. Have you considered including your child’s first step towards the American dream in your financial plan? 

In this episode, Peter Raskin discusses the steps for children buying their first home and the role of the parents during this process. He shares personal anecdotes from both his children and his clients, and provides insight into various options for helping your children finance their first property.

Peter discusses:

  • The importance of having an open discussion with your children
  • Questions you should ask yourself when creating your financial plan
  • How gifting works financially, even to your children
  • And more!

Connect with Peter: 

CRN-3741212-083121

Disclosure: This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers 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.
66. The Conversation About Healthcare Advocacy with Dianne Savastano

66. The Conversation About Healthcare Advocacy with Dianne Savastano

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The healthcare system can be difficult to navigate—between the technical terms, the insurance and the after care for patients. Healthcare advocates offer support as they guide you down the path to making the best decisions for you.

In this episode, Peter Raskin is joined by Dianne Savastano, founder and principal of Healthassist. Dianne shares her personal experience as a healthcare advocate and as someone who has used the same tips she gives to others. Dianne provides examples of how healthcare advocates can be a benefit to anyone at any point in their life.

Dianne discusses:

  • Why there was a need for healthcare advocates in the market
  • The importance of having a care partner when visiting your physician
  • Her personal experience as a healthcare advocate and as an individual who utilizes the services
  • The future of healthcare advocates
  • And more!

Resources

Connect with Dianne:

Connect with Peter: 

CRN-3720992-081721

Disclosure: This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers 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.