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Associates
Timothy Flynn, CPFA, PPC
Mark Libersher, AIFA
®
James Pigot, CPFA
Jennifer Walsh
Brian Carter II
Joe Pigot, Jr.
Sabrina Guglielmi
Joseph Cuozzi
Kevin Myers, CFP
®
, CFA, CAIA, EA
Bosco Walsh
Peter Trulli
Joseph Pigot, CPFA
John Clancy
Ryan Peters, CFP
®
Ian Ritchie
Dan Confreda, CPA
Learning Center
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Life Insurance
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Long-Term Care Self Insurance
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Disability Income Insurance
Flipbooks
Understanding Social Security and Medicare: America’s Retirement Safety Net
Time to Get Tax-Savvy: Managing Your Tax Burden
Financial Protection: Using Insurance to Help Manage Life’s Risks
Newsletters
HOT TOPIC: Can Productivity Keep Driving the U.S. Economy?
Key Retirement and Tax Numbers for 2024
How Savers and Spenders Can Meet in the Middle
The Federal Reserve’s Key Meeting Dates in 2024
Roth 401(k) News: Is It Time to Rethink How You Save for Retirement?
Can Your Personality Influence Your Portfolio? New Research Points to Yes
HOT TOPIC: Tax Season News and Survival Tips
A New Year, A New Opportunity to Save with a 529 Plan
Don’t Forget About Credit When Planning for Retirement
Do You Have These Key Estate Planning Documents?
Debit or Credit — What’s the Difference?
Small Businesses Could Face Borrowing Challenges
HOT TOPIC: SECURE 2.0 Provides New Retirement Savings Options in 2024
Understanding Life Insurance
Will You Work Beyond Traditional Retirement Age?
Setting a Retirement Savings Goal
SECURE 2.0 Makes It Easier to Give and Receive
How to Kill Your Zombie Subscriptions
HOT TOPIC: A Cautiously Optimistic Economic Outlook for 2024
Much Ado About RMDs
Medical Debt and Your Credit Report
ISM Indexes Watch for Trouble on Both Sides of the Economy
Why the EPA is Focusing on “Forever” Chemicals
New Medicare Rules Tackle Prescription Drug Prices
HOT TOPIC: Can Consumers Keep Carrying the Economy?
HDHP/HSA Pairing May Help Control Medical Costs
You’ve Received an Inheritance, Now What?
Bond Yields Are Up, but What Are the Risks?
Tax-Loss Harvesting Offers Chance at Silver Lining
Breaking Down Clean Vehicle Tax Credits for Business Owners
HOT TOPIC: Rising Oil Prices Could Pose the Latest Threat to the Economy
Time to Bulk Up Your Emergency Fund
Four Key Objectives of a Sound Retirement Plan
Managing Medicare Out-of-Pocket Costs
New FAFSA Favors Grandparent College Giving
Enriching a Teen with a Roth IRA
HOT TOPIC: Soft Landing or Delayed Recession?
Coming in 2024: New 529 Plan-to-Roth IRA Rollover Option
Leave a Lasting Gift with an Ethical Will
New RMD Rules Give Retirement Savings More Time to Grow
All Eyes on the Earnings Picture
Social Security 101
HOT TOPIC: What’s Happening in the World of Higher Education?
Mutual Funds: What’s in Your Portfolio?
Home Energy Tax Credits
On the Move Again: International Travel Tips
SECURE 2.0: Big Impact for Small Businesses
It’s Your Money: Why Not Get Your Withholding Right?
Why Buy Life Insurance During Unsettled Economic Times?
SECURE 2.0 Act Expands Early Withdrawal Exceptions
REITs, Rates, and Income
Tracking the Fed’s Progress on Disinflation
Child Care Is a Budget Buster: Take Advantage of These Tax Breaks
HOT TOPIC: Will Artificial Intelligence Upend the American Workforce?
How Taxes Impact Your Retirement-Income Strategy
A Mortgage Recast Is an Alternative to Refinancing
Does the Social Security COLA Help If You’re Not Receiving Benefits?
Most Grocery Shoppers Aren’t Fooled by Shrinkflation
Cheaper Hearing Aids Are Coming to a Store Near You
HOT TOPIC: Rescuing America’s Safety Net
Diversifying with Market Caps
Keep an Eye Out for IRS-Related Scams
Social Security Offers Benefits from Birth Through Old Age
Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work
Bear Market Emotions: Strategy vs. Reaction
Are You Eligible for Any of These College-Related Federal Tax Benefits?
Time for a Spring Cleanup: Organizing Your Financial Records
Retiring in a Down Market? Don’t Panic
Trusts — Not Just for Estate Taxes
Business Owners: Should You Organize as an LLC?
Research Articles
Weekly Market Commentary | March 18, 2024
Weekly Market Commentary | March 11, 2024
Weekly Market Commentary | March 4, 2024
Weekly Market Commentary | February 26, 2024
Weekly Market Commentary | February 20, 2024
Weekly Market Commentary | February 12, 2024
Weekly Market Commentary | February 5, 2024
Weekly Market Commentary | January 29, 2024
Weekly Market Commentary | January 22, 2024
Weekly Market Commentary | January 16, 2024
Weekly Market Commentary | January 8, 2024
Weekly Market Commentary | January 2, 2024
Weekly Market Commentary | December 18, 2023
Outlook 2024 | Client Letter
Outlook 2024 | A Turning Point
Weekly Market Commentary | December 11, 2023
Weekly Market Commentary | December 4, 2023
Weekly Market Commentary | November 20, 2023
Weekly Market Commentary | November 13, 2023
Weekly Market Commentary | November 6, 2023
Weekly Market Commentary | October 30, 2023
Weekly Market Commentary | October 23, 2023
Weekly Market Commentary | October 16, 2023
Weekly Market Commentary | Oct 9, 2023
Weekly Market Commentary | October 2, 2023
Weekly Market Commentary | September 25, 2023
Weekly Market Commentary | September 18, 2023
Weekly Market Commentary | September 11, 2023
Weekly Market Commentary | September 5, 2023
Weekly Market Commentary | August 28. 2023
Weekly Market Commentary | August 21, 2023
Weekly Market Commentary | August 21, 2023
Weekly Market Commentary | August 14, 2023
Weekly Market Commentary | July 31, 2023
Weekly Market Commentary | July 24, 2023
Weekly Market Commentary | July 17, 2023
Midyear Outlook 2023 | Executive Summary
Midyear Outlook 2023 | Client Letter
Midyear Outlook 2023
Weekly Market Commentary | July 3, 2023
Weekly Market Commentary | June 26, 2023
Weekly Market Commentary | June 20, 2023
Weekly Market Commentary | June 12, 2023
Weekly Market Commentary | June 5, 2023
Weekly Market Commentary | May 30, 2023
Weekly Market Commentary | May 22, 2023
Weekly Market Commentary | May 15, 2023
Weekly Market Commentary | May 8, 2023
Weekly Market Commentary | May 1, 2023
Weekly Market Commentary | April 24, 2023
Weekly Market Commentary | April 17, 2023
Weekly Market Commentary | April 10, 2023
Weekly Market Commentary | April 3, 2023
Weekly Market Commentary | March 27, 2023
Weekly Market Commentary | March 20, 2023
Weekly Market Commentary | March 13, 2023
Weekly Market Commentary | March 6, 2023
Weekly Market Commentary | February 27, 2023
Weekly Market Commentary | February 21, 2023
Weekly Market Commentary | February 13, 2023
Weekly Market Commentary | February 6, 2023
Weekly Market Commentary | January 30, 2023
Weekly Market Commentary | Jan. 23, 23
Weekly Market Commentary | Jan-17-23
Weekly Market Commentary | January 9, 2023
Weekly Market Commentary | January 3, 2023
Weekly Market Commentary | December 19, 2022
Weekly Market Commentary | December 12, 2022
Outlook 2023 | Client Letter
Outlook 2023 | Finding Balance
Weekly Market Commentary | December 5, 2022
Weekly Market Commentary | November 14, 2022
Weekly Market Commentary | November 7, 2022
Weekly Market Commentary | Oct 31, 2022
Weekly Market Commentary | October 24, 2022
Weekly Market Commentary | October 17, 2022
Weekly Market Commentary | October 10, 2022
Weekly Market Commentary | October 03, 2022
Weekly Market Commentary | September 26, 2022
Weekly Market Commentary | September 19, 2022
Weekly Market Commentary | September 12, 2022
Weekly Market Commentary | September 06, 2022
Weekly Market Commentary | August 29, 2022
Weekly Market Commentary | August 22, 2022
Weekly Market Commentary | August 15, 2022
Weekly Market Commentary | August 8, 2022
Weekly Market Commentary | August 1, 2022
Weekly Market Commentary | July 25, 2022
Weekly Market Commentary | July 18, 2022
Midyear Outlook 2022 | Client Letter
Midyear Outlook 2022 | Navigating Turbulence
Weekly Market Commentary | July 5, 2022
Weekly Market Commentary | June 27, 2022
Weekly Market Commentary | June 21, 2022
Weekly Market Commentary | June 13, 2022
Weekly Market Commentary | June 6, 2022
Weekly Market Commentary | May 16, 2022
Weekly Market Commentary | May 9, 2022
Weekly Market Commentary | May 2, 2022
Weekly Market Commentary | April 25, 2022
Weekly Market Commentary | April 18, 2022
Weekly Market Commentary | April 11, 2022
Weekly Market Commentary | April 4, 2022
Weekly Market Commentary | March 21, 2022
Weekly Market Commentary | March 14, 2022
Weekly Market Commentary | March 7, 2022
Weekly Market Commentary | February 28, 2022
Weekly Market Commentary | February 22, 2022
Weekly Market Commentary | February 14, 2022
Weekly Market Commentary | February 7, 2022
Weekly Market Commentary | January 31, 2022
Weekly Market Commentary | January 24, 2022
Weekly Market Commentary | January 18, 2022
Weekly Market Commentary | January 10, 2022
Weekly Market Commentary | December 27, 2021
Weekly Market Commentary | December 20, 2021
Outlook 2022 | Executive Summary
Outlook 2022 | Client Letter
Weekly Market Commentary | December 13, 2021
Weekly Market Commentary | December 6, 2021
Weekly Market Commentary | November 22, 2021
Weekly Market Commentary | A Peek at Peak Inflation | Nov. 15, 2021
Weekly Market Commentary | A Peek at Peak Inflation | Nov. 15, 2021
Weekly Market Commentary | November 15, 2021
Weekly Market Commentary | November 8, 2021
Weekly Market Commentary | November 1, 2021
Weekly Market Commentary | Oct. 25, 2021
Weekly Market Commentary | Oct. 11, 2021 | Answering Top Debt Ceiling Questions
Weekly Market Commentary | Oct. 4, 2021 | Early Thoughts on 2022
Weekly Market Commentary | Oct. 18, 2021 | Q3 Earnings Preview: Less Upside
Weekly Market Commentary | September 13, 2021
Weekly Market Commentary | Sept. 27, 2021 | To Z Or Not To Z
Weekly Market Commentary | August 30, 2021
Weekly Market Commentary - September 20, 2021
Weekly Market Commentary | August 23, 2021
Weekly Market Commentary | August 16, 2021
Weekly Market Commentary | August 9, 2021
Weekly Market Commentary | July 26, 2021
Weekly Market Commentary | Midyear Outlook 2021: Picking Up Speed
Midyear Outlook 2021 - Client Letter
Midyear Outlook 2021 - Picking Up Speed
Weekly Market Commentary | July 12, 2021
Weekly Market Commentary | June 28, 2021
Weekly Market Commentary | June 21, 2021
Weekly Market Commentary | June 14, 2021
Weekly Market Commentary | June 7, 2021
Weekly Market Commentary | May 24, 2021
Weekly Market Commentary | May 24, 2021
Weekly Market Commentary | May 17, 2021
Weekly Market Commentary | May 10, 2021
Weekly Market Commentary May 3, 2021
Weekly Market Commentary | April 26, 2021
Weekly Market Commentary | April 19, 2021
Weekly Market Commentary | April 12, 2021
Weekly Market Commentary | April 5, 2021
Weekly Market Commentary | March 29, 2021
Outlook 2021: Powering Forward
Outlook 2022: Passing the Baton
What Key Estate Planning Tools Should I Know About?
How Can a Living Trust Help Me Control My Estate?
What Are the Pitfalls of Probate?
How Can My Gift Benefit Me and the Charity?
How Can I Build and Preserve My Estate?
How Can I Control the Distribution of My Estate?
How Will I Pay Estate Taxes?
What Gifting Strategies Are Available to Me?
How Can I Benefit from a Charitable Lead Trust?
How Can I Benefit from a Charitable Remainder Trust?
How Can I Benefit from a Wealth Replacement Trust?
Could My Family Benefit from a Family Limited Partnership?
What Is the Best Form of Property Ownership for Me?
What Is a SEP IRA?
What Is a SIMPLE?
What Is an IRA Rollover?
What Is a Roth 401(k)?
What Is a Profit-Sharing Plan?
What Is a 403(b) Plan?
Why Do People Buy Annuities?
What Are Annuity Living Benefits?
How Much Do I Need to Save?
A New Chapter for Retirement
Unforgettable Birthdays
What Are My Retirement Planning Options?
Will Social Security Retire Before You Do?
How Can I Estimate My Future Social Security Benefits?
What Is a Self-Employed Retirement Plan?
What Is an Indexed Annuity?
What Are My Retirement Plan Distribution Options?
What Is a Traditional IRA?
What Is a 401(k) Plan?
How Should I Manage My Retirement Plan?
What Is a Roth IRA?
What Is the Capital Gain Tax?
What Is the Estate Tax?
How Much Money Can I Put Into My IRA or Employer-Sponsored Retirement Plan?
What Is a Required Minimum Distribution?
What Are the Tax Benefits of Charitable Trusts?
When Must Taxes Be Paid on IRA and Employer-Sponsored Retirement Funds?
What Happens If I Withdraw Money from My Tax-Deferred Investments Before Age 59½
How Can I Benefit from Tax-Advantaged Investments?
What Tax Deductions Are Still Available to Me?
What Tax-Advantaged Alternatives Are Available?
What Is the Most Tax-Efficient Way to Take a Distribution From a Retirement Plan
Is There Such a Thing as a Tax-Free Investment?
How Can I Keep More of My Mutual Fund Profits?
How Can I Upgrade My Insurance — Tax-Free?
What Is a Bond Ladder?
What Is an Exchange-Traded Fund?
How Are Growth and Value Stocks Different?
How Are Mutual Funds Taxed?
What Is Diversification?
What Is a Bond?
How Do Mutual Funds and Stocks Differ?
What Is a Mutual Fund?
What Is an Annuity?
What Is the Difference Between a Fixed Annuity and a Variable Annuity?
What Investment Risks Should I Know About?
What Is Asset Allocation?
How Can I Save for My Child’s College Education?
What College Investment Options Do I Have?
What Stock and Bond Investing Alternatives Do I Have?
529 Lesson Plan: High Scores for 529 Plans
What Are Some Tips for Managing My Money?
How Long Will It Take to Double My Money?
What Cash Management Tools Are Available?
How Do Money Market Mutual Funds Work?
How Can I Better Manage My Short-Term Cash?
What Advantages Does a Biweekly Mortgage Offer?
What Is a Reverse Mortgage?
What Are Some Smart Ways to Refinance?
What About Financial Aid for College?
What Savings Alternatives Are Available?
How Does Inflation Affect Me?
Is a Home Equity Loan or Line of Credit Right for Me?
Why Purchase Life Insurance?
Why Are Annuities Considered an Insurance Product?
What Is Property and Casualty Insurance?
Do I Need a Business Owner Policy?
What Is Life Insurance for Business Owners?
What Is Split-Dollar Life Insurance?
What Is Last-Survivor Life Insurance?
What Is Disability Income Insurance for Business Owners?
What Is Term Life Insurance?
What Is Whole Life Insurance?
What Is Universal Life Insurance?
What Is Variable Life Insurance?
How Can I Maximize My Insurance Benefits?
How Can I Insure My Future?
Do I Need Disability Income Insurance?
How Can I Extend My Liability Coverage?
How Can I Determine the Financial Strength of My Insurance Company?
Am I Prepared for Long-Term Care Expenses?
What Does Medicare Cover?
How Likely Am I to Need Long-Term Care?
What Are the Basic Types of Life Insurance?
Videos
What Is Socially Responsible Investing?
A Tiered Investment Strategy
Saving for College with a 529 Plan
Handling Market Volatility
The Sandwich Generation: Caught in the Middle
Leaving Your Employer? Don’t Forget Your Retirement Savings Plan
Digital Deception: Watch Out for Cybercrime
Decrypting Crypto: Terms to Know
Curious About NFTs? Here's an Introduction
ETFs vs. Mutual Funds: What's the Difference?
Your Retirement Savings Plan Comes with Tax Benefits
Pay Down Loan or Invest
Cryptocurrency: An Introduction
Securities-Based Lending
The Road to Retirement Can Begin at Work
Secure 2.0 Act Seeks to Boost Retirement Readiness
The Cost of Waiting to Invest: Effect on Your Wallet Today
The Cost of Waiting to Invest: Effect on Your Wallet Tomorrow
Roth IRA Basics
The Fed's Rate Moves and Inflation
Wealth-Building Strategies for HENRYs
New Simplified FAFSA for 2024-2025
Social Security Announces 2024 COLA
What Is the 4 Percent Rule?
How to Be a Better Investor
Navigating Your Social Security Statement
4 Money Mistakes You Might Be Making
2024 Federal Income Tax Brackets
Should You Pay Off Debt or Save for Retirement?
Should You Sell When the Market Drops?
3 Potential Benefits of Dollar-Cost Averaging
The Basics of Social Security Retirement Benefits
Financial Planning: Helping You See the Big Picture
Stocks and Stock Mutual Funds 101
Bonds and Bond Mutual Funds 101
The Pros and Cons of a Big Tax Refund
Are Your Investment Decisions Influenced by Emotions?
6 Reasons to Work with a Financial Professional
Women and Money: Taking Charge of Your Financial Future
Putting Together the Retirement Income Puzzle
Social Security: When Should You Claim Retirement Benefits?
How Sequence of Returns Can Affect Your Retirement Savings
Taking a Financial Inventory
3 Factors to Consider When Investing for the Long Term
4 Things To Do in the 4 Years Before College
Taking a Closer Look at Target Date Funds
The Latte Habit
Do You Know Who Your Beneficiaries Are?
Glossary
Quote Requests
Annuity
Long-Term Care Insurance
Life Insurance
Disability Income Insurance
401(k) Information Request
Information Request
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