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A.T. "Al" Benelli, CFP, FIC

Photo of A.T. "Al" Benelli, CFP, FIC Al Benelli is a Certified Financial Planner® practitioner and founder of The Merlin Group, a financial advisory firm located in Trooper, PA. An engineering and business major from Penn State and St. Joseph’s Universities, Al continues his education through the Wharton School of Business of the University of Pennsylvania.

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The Talk Every Boomer Couple Needs to Have

Posted in: Financial Center & Financial Planning |

Money problems can overwhelm a relationship, particularly one on the verge of marriage or a live-in arrangement. According to the Financial Planning Association, here are a few ways to avoid potential...

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Boomers: Can You Recognize Your Financial Personality?

Posted in: Financial Center & Financial Planning |

Not all investors are created equal. According to study results released by the Financial Planning Association of Washington, D.C., there are distinct money “types” that trained financial advisors,...

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Federal Death Tax Gone; State Tax Remains Ominous

Posted in: Financial Center & Financial Planning |

In the last days of 2009, Congress let the federal estate tax die for 2010. That’s right, for those who are “smart” enough to pass away this year, there is no federal estate tax. I’m imagining...

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Rushing to Roth Could Be Costly

Posted in: Financial Center & Financial Planning |

So, I’m driving to the office listening to my favorite all-news radio station when along comes a commercial that says “Converting your traditional IRA to a Roth IRA without paying those nasty taxes...

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Retirement 101: Getting Back to Basics

Posted in: Financial Center & Financial Planning |

Retirement 101: Getting Back to Basics

Since the most recent market meltdown, Americans are re-evaluating their financial situations. Some, mostly those who have invested some time and money in the process of “planning,” are doing so...

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The Resurgence of Uncertainty

Posted in: Financial Center & Financial Planning |

The Resurgence of Uncertainty

The economic recovery is alleged to have started back in March. Health care reform, in one shape or another, was a given. Barak Obama was the icon of “change” in our government. What a difference...

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Get 2010 Off to a Great Financial Start

Posted in: Financial Center & Financial Planning |

Get 2010 Off to a Great Financial Start

Made any resolutions about money for this year? There’s still time. Look at some of the suggestions coming from the Financial Planning Association of Washington, D.C. Write down your goals Money...

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Are You Smarter Than a Ponzi Schemer?

Posted in: Financial Center & Financial Planning |

FC-Benelli-Smarter-than-a-Ponzi-Schemer

The $50 billion Ponzi scheme pulled off by Bernie Madoff was a huge story in 2009. He had operated his bogus investment company for nearly 30 years, pulling wool over the eyes of allegedly sophisticated...

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Make This the Year You Take Over Your Financial Future

Posted in: Financial Center & Financial Planning |

Make This the Year You Take Over Your Financial Future

Remember the scene from “Network” where the actor encourages everyone watching to go to the window, open it, and yell: “I’m mad as hell, and I’m not going to take it anymore”? Well if that’s...

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Congressional Menu for 2010? Pork… Pork… and Yes… More Pork!

Posted in: Financial Center & Financial Planning |

Congressional Menu for 2010?

A little more than a year ago, the American voters elected a new President on the basis of “change”.  One of the major issues was the alleged end to special interests, lobbyists and “back-room”...

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Al’s Holiday Reflection

Posted in: Financial Center & Financial Planning |

Al's Holiday Reflection

Yes, it’s the week before Christmas and again here I sit… Seeking holiday spirit… and brilliance… and wit! For years I’d look forward to completing this part, My annual poem… my joy from...

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Meet Our Directors

Posted in: Boomer's Speak & Coffee House Blog |

Seasons Greetings

Seasons Greetings from Boomer-Living.com Meet Our Director AL BENELLI We wish you and your family a very happy Holiday Season and a New Year filled with peace and prosperity. Click HERE to learn...

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SEC Chickens Out on Annuity Rule

Posted in: Financial Center & Financial Planning |

Securities and Exchange Commission - Washington

Last week, in a filing with the U.S. Court of Appeals the Securities and Exchange Commission (SEC) agreed to a two-year delay in the implementation of it’s controversial Rule 151A which would have required...

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Time to Visit Santa and Your Tax Man!

Posted in: Financial Center & Financial Planning |

Time to Think of Santa and Taxes

Santa yes… but visit the tax man? Hey, it’s only December! I don’t need the tax guy until next year… around April right? Not if you’re into the art of planning ahead. Not if you’re interested...

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Time for Legislation on Financial Advisors

Posted in: Financial Center & Financial Planning |

Time for Legislation on Financial dvisors

For years, I have been trying to warn consumers and investors about the multitude of untrained, untested and generally unqualified individuals posing as financial advisors. Although our practice gets...

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Independent Advisors “Circle the Wagons”

Posted in: Financial Center & Financial Planning |

Independent Advisors "Circle the Wagons"

There are many ways to define “independent” investment advisors; however, I suspect the most appropriate definition would be that of an advisor or firm who is in no way directly connected with the...

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“Al” Benelli, CFP™, FIC

Posted in: Financial Authors & Financial Center & Financial Planning |

1 people like this.

Al Benelli

A.T. “Al” Benelli, CFP™, FIC, Program Director for Boomer-Living.com,is a Certified Financial Planner® practitioner and founder of The Merlin Group, a financial advisory firm located in Trooper,...

The General is Alive and Feeling Better

Posted in: Financial Center & Financial Planning |

The General is Alive and Feeling Better

General Motors is doing a whole lot better these days. Despite posting a loss of more than a billion dollars for the third quarter, the relative improvement is quite noticeable. GM has even announced...

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Numbers Don’t Lie … or Do They?

Posted in: Financial Center & Financial Planning |

Gross Domestic Product

Recently our government released figures showing that the Gross Domestic Product (GDP) of our nation rose by 3.5 percent — the first increase in five calendar quarters. The Dow Industrial average...

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Political Promises Made to be Broken

Posted in: Financial Center & Financial Planning |

2 people like this.

Political Promises Made to be Broken

As this article goes to press, it seems that Congress is hell-bent on giving us a health care bill that they promised will not cost the American public a single dime in new taxes. How many times have...

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