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Blog

Linda Migliazzo | Sep 29, 2023

What to Know About Multigenerational Estate Planning

Estate Planning
Generational Planning
Wills
Generational Wealth
Baby Boomers — those born between 1946 and 1964 — hold about $20 trillion in wealth.1 Over the next few decades, many Boomers may transfer this wealth to their
Read More
Linda Migliazzo | Sep 29, 2023

Traditional vs. Hybrid Long-Term Care Insurance: Which is Appropriate for You?

Long Term-Care Insurance
Insurance Planning
Traditional Long-Term Care Insurance
Hybrid Long Term Care Insurance
Growing old is simply one thing you can’t avoid. The goal is to enjoy your retirement years as you imagined after a lifetime of working. One aspect of growing
Read More
Linda Migliazzo | Sep 29, 2023

4 Reasons Working with a Financial Professional Is Not as Scary as You Think

Financial Professional
Financial Planning
Financial Goals
For some people, the thought of using financial services is a scary experience. It involves planning for a future where you may not know how the economy may be
Read More
Linda Migliazzo | Sep 29, 2023

Investing vs. Saving: Key Differences and Why Your Money Mindset Matters

Investment Planning
Investment Management
Saving Money
Money Problems
You often hear people discuss "saving for retirement,” but in many cases, they're actually referring to their investing. The adage "you can't save your way to
Read More
Linda Migliazzo | Sep 1, 2023

5 Milestones That Mean It's Time for a Life Insurance Review

Life Insurnace
Life Insurance Month
Obtaining a life insurance policy is part of being an adult. But it’s also something that you can easily neglect, especially if you obtained it earlier in
Read More
Linda Migliazzo | Sep 1, 2023

5 Emergency Savings Tips for Building a Financial Safety Net

Emergency Savings
Financial Planning
Safety Net
From unemployment to a sudden health crisis to a crippling accident, being financially prepared for life's many challenges may smooth the road ahead. Whether
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Linda Migliazzo | Sep 1, 2023

Smart Savings: 5 Tax Breaks for College Students and Parents

Tax Planning
College Planning
Education Planning
College Education
With the cost of college expensive for many, receiving a tax break from the IRS for college-related expenses may be appealing. 529 Plans and Coverdell Education
Read More
Linda Migliazzo | Sep 1, 2023

3 Ways To Improve Your Finances for Self-Improvement Month

Self-Improvement Month
Financial Freedom
Financial Planning
September is self-improvement month and a great time to work on your financial health. When you think of self-improvement, you likely think of your health or
Read More
Linda Migliazzo | Sep 1, 2023

Figuring Out a 401(k) Strategy That Works for You

401k
Retirement Planning
Retirement/Financial Independence Planning

Everyone wants a comfortable retirement, but the road you take there will depend on your specific situation. When you invest, you assume a certain level of risk

Read More
Linda Migliazzo | Jul 28, 2023

Wall Street Wisdom: Wise Words from Warren Buffett and Other Great Investors

Investment Management
Investment Planning
You can learn a lot from those who have come before you. For individuals interested in investing, especially those new to it, learning and applying the wisdom
Read More
Linda Migliazzo | Jul 28, 2023

It's Never Too Late to Improve Your Financial Awareness

Financial Awareness
Personal Finance
Financial Planning
Financial education is constantly evolving. As investments, financial priorities, and the economy change, so do financial strategies and plans. To stay on top
Read More
Linda Migliazzo | Jul 28, 2023

Tax-Advantaged Ways to Save for College

College Planning
529 Plan
College Education
Financial Planning
In the college savings game, all strategies aren't created equal. The best savings vehicles offer special tax advantages if the funds are used to pay for
Read More

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Recent Blog Posts

What to Know About Multigenerational Estate Planning

Linda Migliazzo | Sep 29, 2023
Categories
Estate Planning
Generational Planning
Wills
Generational Wealth

Traditional vs. Hybrid Long-Term Care Insurance: Which is Appropriate for You?

Linda Migliazzo | Sep 29, 2023
Categories
Long Term-Care Insurance
Insurance Planning
Traditional Long-Term Care Insurance
Hybrid Long Term Care Insurance

4 Reasons Working with a Financial Professional Is Not as Scary as You Think

Linda Migliazzo | Sep 29, 2023
Categories
Financial Professional
Financial Planning
Financial Goals

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