Blog
You Can Celebrate Your Milestones!
With each season of life, new milestones will impact your budget. However, when you enter your 30s and 40s, these milestones have a much heftier price tag. The sheer costs can be intimidating, whether it's a wedding, a new home, or...
Read MoreWays to Put Your Tax Refund to Work
Saving money is a bit like eating healthy; you know you should eat your veggies, but it’s hard to resist indulging in something more fun. Like making healthy choices, a tax refund can present the opportunity to splurge. But, more...
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Can You Deduct Your Work From Home Expenses?
The pandemic changed the way a lot of Americans work, and working remotely from home is the new normal for many. If you’re one of them, you may be wondering if you should consider claiming the home office deduction on your taxes. We...
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Happy New Year!
Sending you warm thoughts and best wishes for a wonderful new year. May the days ahead be filled with joy, laughter, and prosperity for you and those you hold most dear.
Read MoreIs Your Internet Footprint Compromising Your Identity? Yes!
We don’t always hear about it in the news, but identity theft is on the rise. Our constant internet usage has given us a large digital footprint. And the more you’re online, the greater your risk of criminals hijacking your...
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Wishing you a happy and safe Thanksgiving
Perhaps this year, more than ever, Thanksgiving gives us a chance to appreciate what we have – friendships, relationships, and a sense of connection. These gifts are priceless. I also want to thank you for choosing me as your trusted...
Read MoreWhat We're Doing to Protect Your Personal Information
Today’s technology makes our lives pretty convenient: just a few clicks to watch your favorite TV show, order takeout, shop, or catch up with friends on social media. But for all the convenience, there are challenges, too. It’s...
Read MoreCan a Disability Derail Your Retirement?
Most of us take for granted our ability to earn an income and save for retirement. But what if something happens to you and you can no longer work? Not only would your day-to-day expenses start piling up, but your retirement...
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It's FAFSA Time
It’s FAFSA time! As your student prepares for college, they can now fill out a Free Application for Federal Student Aid, or FAFSA, for the upcoming school year. Even if your student won’t require help from the government, filling out...
Read MoreMajor Life Event? Maybe Time For A Financial Review!
When you have a major life event such as getting married, having a child, or buying a home, your financial situation and priorities may change. As your life changes, your financial decisions must stay in line with your goals, values,...
Read MoreKeep Your Cool and Save 💰
As a financial professional, I’m always looking for ways to help clients be more efficient with their money. Now that summer’s here, staying cool can make electricity bills skyrocket, so here are some strategies to help keep cool and...
Read MoreWays to Put Your Tax Refund to Work
Saving money is a bit like eating healthy; you know you should eat your veggies, but it’s hard to resist indulging in something more fun. Like making healthy choices, a tax refund can present the opportunity to splurge. But, more...
Read MoreYou Can Do an Encore Career!
As you think toward your retirement days, you might envision travel, relaxation, and family time. But is there room in your dream retirement for a new career as well? It’s not uncommon for those who retire to eventually return to work...
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Happy St. Patrick's Day
A unique and lively holiday is just ahead on the calendar: St. Patrick’s Day. On March 17, revelers will toast and celebrate all things Irish.This is the day when the world seems a bit greener, and a bit livelier. Whether you opt for...
Read MoreLast Minute Tips Before Tax Day
Fewer things are more reliable than Tax Day, even if the deadline has shifted around a bit in recent years. This year, it’s April 15th for most taxpayers, and recent legislation changes include substantial increases to standard...
Read MoreJanuary is National Financial Wellness Month
National Financial Wellness Month comes each January. It's a time to remind people to either establish a financial strategy or take some time to sit down and review it with their trusted financial professional. For me, it's time for...
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Happy Holidays
Once again, the year has flown by! In these final weeks of the year, our thoughts often turn to the comforts of home and family — of sharing good cheer with neighbors, friends, and loved ones. In that spirit, I would like to wish you...
Read MoreMedicare & Long Term Care – Working Together
While it may be hard to think of now, it’s likely you’ll need some type of healthcare or daily living assistance as you age. People often believe that Medicare covers long-term care (provided either at home or in a nursing facility)....
Read More10 Common (and Costly) Medicare Mistakes
As we age, one consideration that weighs on most people is the cost of healthcare in retirement. While we can’t truly predict the cost, we can take time to educate ourselves about the options or resources available to help pay for...
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Let's Review Your Life
Life doesn’t stand still. Neither do your life insurance needs. If you have a quote or policy and haven’t reviewed it lately, you may be surprised to discover that what worked for you then may not not meet your needs now. Luckily,...
Read MoreYour Homework is Late!
Isn’t it the worst when you wake up after you’ve hit the snooze button? Just a few more minutes! If your child is approaching college and you're behind on education savings, it can feel like hitting the snooze button too many times....
Read MoreMajor Life Event? Maybe Time For A Financial Review!
When you have a major life event such as getting married, having a child, or buying a home, your financial situation and priorities may change. As your life changes, your financial decisions must stay in line with your goals, values,...
Read MoreKeep Your Cool and Save 💰
As a financial professional, I’m always looking for ways to help clients be more efficient with their money. Now that summer’s here, staying cool can make electricity bills skyrocket, so here are some strategies to help keep cool and...
Read MoreToday's Advice: Markets Bounce Back
Investing involves risk. We all know that, but it doesn’t make it any easier to bear the endless supply of distressing headlines. Between skyrocketing inflation, bank closures, and a few years of market turmoil, it’s been difficult...
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Happy Earth Day
April 22 is Earth Day, a day to do the little (and big) things to reduce your carbon footprint and support a healthy planet. There are many ways in which we can become better stewards of the Earth. We can recycle hazardous materials;...
Read More11/10 Phil Blancato Market Update Call
We strive to keep you regularly updated with important market changes and news. Please listen to the most recent market update from Phil Blancato, Osaic’s Chief Market Strategist. This call discusses recent updates for the...
Read MoreAugust 2023: Your Money Matters
This month’s Your Money Matters newsletter contains helpful information about how inflation impacts your portfolio, why it's important to control your future by creating a will, understanding equity compensation, and insuring...
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Your Monthly Market Newsletter, July 2023
For the optimists among us, we were relieved to see some good financial news in June. U.S. stocks were up for the month and the quarter, although bonds didn’t fare as well. The S&P 500 defied recession fears and a U.S. banking...
Read MoreThoughts on the Debt Ceiling
We strive to keep you regularly updated with important market changes and news.Please find the Market Analysis from Phil Blancato, Advisor Group’s Chief Market Strategist attached below. This update provides an overview of...
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