How to Vet the Financials of a Continuing-Care Retirement Community

We were excited to see Margaret Johnson, daughter of our Chief Investment Officer Joel Heymsfeld, quoted in the Wall Street Journal. She was discussing a topic we have advised our clients and their families on – reviewing the financial health of continuing care...

The Value of Advice: Why We Hired a Financial Advisor

As the first part of our The Value of Advice series, we are excited to share Tara Bansal’s personal experience of hiring a financial advisor. Despite Tara’s professional expertise and leading Princeton Global’s financial planning practice, Tara found...

The Confusing Fallout of Dying Without a Will

Princeton Global knows that many people put off doing their Estate Plan. The Wall Street Journal highlighted in their recent article “The Confusing Fallout of Dying Without a Will” reinforced estate planning issues we see too often. 54% of Americans told Gallup they...