by Giancarlo DAlimonte | May 3, 2019 | Financial Planning, Investments
May Newsletter Seven ways to save in late spring With temperatures rising and summer just around the corner, many consumers are looking ahead to exciting times after an especially cold winter. Late spring is an excellent time to take a step back to see how your...
by Giancarlo DAlimonte | Apr 4, 2019 | Financial Planning, Investments
April Newsletter Biggest tax changes for 2019 returns Towards the end of 2017, President Trump officially signed a new tax reform – the Tax Cuts and Jobs Act (TCJA) – into law. Though the law took place starting in 2018, taxpayers are just now seeing the direct...
by Giancarlo DAlimonte | Mar 3, 2019 | Financial Planning, Investments
March Newsletter By the numbers: Spending during retirement Planning for retirement can be stressful, with a number of unpredictable costs in the mix. In fact, a 2018 survey from TD Ameritrade found that 3 out of 5 Americans do not know how much they will need to save...
by Giancarlo DAlimonte | Feb 6, 2019 | Financial Planning, Investments
February Newsletter By the numbers: Valentine’s Day Valentine’s Day is notorious for gift giving with nationwide spending projected to reach a record amount in 2019 according to the National Retail Federation. Here is how consumers will be opening their wallets for...
by Giancarlo DAlimonte | Jan 5, 2018 | Financial Planning, General Info
6 Celebrity Money Mistakes Celebrities: they’re just like us! They navigate the grocery store, negotiate their children’s temper tantrums and even make mistakes with their finances. When a celebrity makes a money mistake, the effects are often costlier because of the...
by Giancarlo DAlimonte | Oct 1, 2017 | Financial Planning
8 Myths of Financial Planning Debunked There are a lot of misconceptions about financial planning. Consider the other side of these eight common myths. One of the most common mistakes people make is assuming that unless they are wealthy, they don’t need a financial...
