Financial, Investment and Estate Planning Blog

Finances and Estate Planning are 2 critical life areas you can't leave to chance. In this blog, I will share various articles, tips and advice to help you navigate these areas. But a personalized 1 on 1 chat will always trump reading a blog. Call me today!

Silicon Valley Bank (SVB) - Update

We strive to keep you regularly updated with important market changes and news.Please find the Silicon Valley Bank (SVB) - Update from Phil Blancato, Advisor Group's Chief Market Strategist attached below. This update provides details on the collapse of SVB. We're here to answer any questions you may have! Please don't hesitate to reach out. 

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Boost Your Work Game

 Your job in your thirties most likely offers access to insurance benefits and retirement savings options. Plus, it also provides an excellent opportunity to boost your resume. Working through your twenties gave you marketable skills – so now it's time to leverage those skills to increase your take-home pay. Here are a few essential workplace ...

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Are you certain your retirement strategy is safe?

MYGA Whitepaper-2022-Interactive.pdfIn the wake of the pandemic, more than half of all Americans could end up struggling financially in retirement?A lot of that has to do with recent market volatility both domestic and international. Over the last ten years we've seen the market break records over and over. However, that cycle has changed, and many...

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Avoid Becoming the Bank of Mom and Dad

It's common for adult children to ask their parents for financial aid, even if you've worked hard to raise your kids to be self-sufficient. While it may be your instinct to want to help your child, you need to consider how your child's request for help could impact your own retirement plan. Here are some guidelines that can help you avoid potential...

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Itemize or standard deduction?

"Should I itemize or take the standard deduction" is a question just about every taxpayer asks. Your tax professional can help you decide which path is best for your situation. But as you get ready for your tax prep meeting, here are answers to three vital questions concerning this common but complicated tax question. What is the definition of Stan...

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Know your tax lingo

April 18 is fast approaching, and we know that tax time can sometimes feel like visiting a foreign country, complete with its own language. You'll likely encounter the following tax terms, so we've translated them into plain English to hopefully alleviate confusion and frustration.The 1040: This is the form you'll fill out to help determine how muc...

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What You Can Do to Get Ready for Tax Time

 It's everyone's favorite time of year: the rush and bustle of the holidays are over, the winter chill is beginning to retreat, birds are returning to sweetly chirp, and taxes are due (come on! Three out of four's not bad!). While we know tax season can feel like a drag, we're here to help you prepare. The lists below highlight the important i...

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Fund your emergency fund

How much is in your emergency fund? Is it enough? Odds are, whatever you put aside may have been tapped into during the pandemic. If you did run into unexpected expenses, did you have enough in your emergency fund, or were you using credit cards to fill the gap?Rebalancing your financial life in your thirties includes adjusting your emergency fund....

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The 4 Best Budgeting Apps

 The right tool makes any job easier. Especially when it comes to sorting out money. It used to be that you had to be an Excel wizard to build a digital budget but no more! While Excel remains an excellent option, there are now new tools applications that can make budgeting simple and easy (no formulas!). Here are four excellent budgeting opti...

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3 Things to Remember

 Success can mean different things to different people. For us, success is defined by the knowledge that after every meeting, clients feel confident in their financial goals and that we're on their side. We know our approach is thorough and can sometimes feel very granular – but that's not by accident! Here are three things about our planning ...

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