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Don’t Count Your Chickens…

The fact that almost 70 percent of young people expect to get an inheritance may mean they’re in for an unpleasant surprise, since only 40 percent of their parents plan […]

June 13, 2017 Melanie
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Preparation is Key

A recent report from BMO Wealth Management says that the failure to prepare families for the financial transition that accompanies parents’ final transition can lead to family discord. The report, […]

June 8, 2017 Melanie
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Medicare – A Refresher

If you’re getting close to 65, chances are you’re going to enroll in Medicare. While it’s common knowledge that Medicare is the United States’ health insurance program for retirees, many […]

June 6, 2017 Melanie
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Forewarned is Forearmed

One of the biggest worries Americans have when it comes to retirement is outliving their money, according to a plan participant survey by Prudential Retirement. A substantial 71 percent of […]

June 1, 2017 Melanie
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Better Off Today?

As today’s retirement continues to be reinvented, the definition of what makes that time in our lives successful is something that also continues to broaden in scope. Often the focus […]

May 30, 2017 Melanie

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Melanie Pelayo

Melanie Pelayo

Melanie Pelayo is a Certified Financial Planner professional. She is passionate about helping people, young and old, better prepare for and achieve security throughout retirement.

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