Economic Freedom / Finance on June 1, 2019
The month of July brings forth thoughts of barbecues, vacations and Fourth of July fireworks. Commemorating our country’s independence is a celebration of our independence and freedom. But, what about your finances? Are you financially independent? Do you have economic freedom? Many people mistakenly think that financial independence and economic freedom are terms to describe [...]
Read MoreWealth Management on May 16, 2019
When it comes to advice about almost ANYTHING, most people will turn to their father. From check engine lights to a leaky faucet, Dads can handle it all. Dads support us, guide us, and protect us. It comes as no surprise that as young men begin to settle down, they begin to realize that they [...]
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education / Investment Consultation / News on April 23, 2019
Believe it or not, investment strategists are a lot like chefs – they can all use the same recipe but yield VERY different results. Most investment strategies these days are generated by some sort of risk analysis software. Tell us your risk tolerance and we’ll give you a portfolio. But, sometimes, a "one size fits [...]
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education / Family / Financial Life Education / Financial Literacy Month / News / Planning / Relationships on March 19, 2019
Only 17 states require schools to offer some form of personal finance education. The educational system can teach advanced topics like trigonometry and physics, but the majority doesn’t teach real-world concepts like balancing a checkbook or creating and keeping a budget. …And the fact that money is often a taboo subject at home only compounds […]
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Family / Financial Life Education / Relationships on March 13, 2019
April is Financial Literacy Month and it is the perfect time to assess your own financial knowledge along with helping those around you with theirs. Every person has distinct ideas of what money means to them. Does money help you create a legacy or is it the vehicle through which you define your life’s goals? [...]
Read MoreNews / Planning / Tax / Tax Strategy on February 19, 2019
To some, baseball is a boring, slow paced sport. To the inexperienced eye, it appears that the players do nothing but stand around and wait for the ball to come to them. But, in reality, baseball is a game of strategic adjustment and observation. When a batter steps up to the plate, the team on [...]
Read Moreeducation / Investment Consultation / News / Planning / Tax on January 21, 2019
So, what sets us apart from other financial firms that promise Wealth Management? Our founder, Jerry Addeo, explains that we define Wealth Management differently. We believe that true Wealth Management is the combination of three main factors – protecting wealth, accumulating wealth and transferring wealth – with a sensitivity to all of the significant tax […]
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education / Investment Consultation / News / Retirement on January 17, 2019
It is often difficult to tell which waves will have a bigger impact. From the shallows, some waves appear massive in the distance, but do not pack much of a punch. Conversely, there are small ripples that, when they reach you, become a sizeable force. The Stock Market is the same. It constantly ebbs and […]
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News / Planning / Tax / Tax Strategy on December 27, 2018
Everyone makes some resolutions for the New Year. Along with your resolutions, consider adding one more – ACCURATE RECORD KEEPING. Thorough and accurate tax planning can be accomplished with timely and accurate record keeping. This is always an excellent strategy to help lessen your tax burdens and assist your tax team before the April tax […]
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News / Planning / Retirement / Tax / Tax Code / Tax Strategy on December 26, 2018
In school we were told to know our ABC’s, but if you are over the age of 70 ½ and have an IRA or 401(k), you should really know your RMD’s. Required minimum distribution (RMD’s) is the amount that a person is required to withdraw from their tax-deferred retirement accounts every year. These mandatory distributions […]
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