Bill Romeo - Everest Retirement Planners

06/17/2026

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

06/16/2026

Caregiving is something many people do not include in their retirement plans, but it often becomes part of the journey later on.

Planning ahead for how care might be handled can help families avoid rushed decisions and unnecessary stress. Talking about it early creates more understanding and helps everyone stay aligned when the time comes.

Including caregiving in your plan today can make future decisions much easier.

06/15/2026

Preparation can sometimes be all you need to make the impossible, possible.

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

06/13/2026

Talking about caregiving is not easy, and many families put it off for as long as possible. But waiting too long can make decisions much harder later.

Creating a comfortable moment to ask simple questions about care preferences can make a big difference. These conversations help everyone understand what is important and allow families to move forward with more clarity and confidence.

Sometimes the most important step is simply starting the conversation.

06/12/2026

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.

Understanding the cycle of investing may help you avoid easy pitfalls.

06/11/2026

One of my favorite hobbies is baking bread.🍞

It started as something fun to try, but now it has become something I enjoy sharing with others. Making a few loaves each week and giving them to friends and neighbors has turned into a great way to connect and bring a little joy to those around me.

Sometimes the simplest hobbies create the best moments. What's one you enjoy?

06/10/2026

Three steps may make a difference if you find yourself suddenly single.

Have you found yourself suddenly single? Here are 3 steps to take right now.

06/09/2026

Caregiving decisions can become emotional for families, especially when expectations have not been clearly discussed ahead of time.

Different perspectives on what should happen can sometimes lead to tension instead of unity. Having open conversations about care preferences early can make a big difference. It helps everyone understand what is expected and reduces uncertainty when the time comes.

Talking about it now can make things much easier later.

06/08/2026

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

06/05/2026

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.