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Blog

Hands holding a small wrapped present
Joe Zito | Mar 11, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Emergency exit door.
Joe Zito | Mar 7, 2022

Your Emergency Fund and You

Risk Management
Savings
Summer’s finally here. The sun is out, it’s warm, the days are longer, and your worries seem just a little bit further away. But folks, I’m sorry to say
Read More
Group of students studying.
Joe Zito | Mar 4, 2022

Why Young People Still Need Financial Professionals

Finance
It’s that time again - the end of a fiscal year and that means tax season is just around the corner. With each passing filing it seems as though young
Read More
Joe Zito | Feb 28, 2022

Student Debt - 4 Tips to Get Your Finances to a Passing Grade

College
Savings
Finance
So you’ve got your degree, now what? These days, only on television is landing your dream job after graduation a thing that could actually happen.
Read More
Married couple in front of lake.
Joe Zito | Feb 25, 2022

Financial Planning for Newlyweds

Finance
Lifestyle
Family
Congratulations Newlyweds! Your fresh union symbolizes a new beginning facing the world. But before the glow of wedded bliss wears, it’s crucial to talk about
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Happy couple.
Joe Zito | Feb 21, 2022

Pay Yourself First - The Holy Grail of Personal Finance

Finance
Lifestyle
Savings
Remember way back to your first paycheck. The moment you open the envelope anticipating the windfall when all your hard work pays off. Then, like a swift kick
Read More
Joe Zito | Feb 18, 2022

Easy Tips to Take Time Off Taxes

Tax Planning
April 18th is fast approaching. Here's how to stay organized so you can get your taxes filed.
Read More
Business handshake.
Joe Zito | Feb 14, 2022

How to Choose a Life Insurance Agent

Insurance
Lifestyle

Buying life insurance usually starts with trying to determine how much and what type you should buy. You will probably need some help making those decisions, so

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Two older businesspeople looking at a tablet screen
Joe Zito | Feb 11, 2022

Why Financial Professionals Are Still Important

Finance
Robo Advisors
With the popularity of robo-advisors, are financial professionals still necessary?
Read More
Child with apple.
Joe Zito | Feb 7, 2022

How Your Social Security Survivorship Benefit Affects Your Life Insurance Needs

Insurance
Lifestyle
Family
Generally speaking, conversations about life insurance revolve around whether you should buy term or permanent insurance. However, every decision to buy life
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Married couple a bench staring at ocean.
Joe Zito | Feb 4, 2022

Do Spouses Need the Same Amount of Life Insurance?

Insurance
Family
Pat and Kelly, new parents, made a couple monthly budget adjustments upon the arrival of their first child. First, due to the added cost of day care and
Read More
Houses in a neighbourhood.
Joe Zito | Jan 31, 2022

Renting Your Home? Why Renter’s Insurance is a Must

Property
Real Estate
A tight housing market is leading many young adults to postpone purchasing a home, choosing instead to go the rental route. Many simply don’t want to be
Read More

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