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Blog

Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
Joe Zito | Sep 25, 2023

Living the Dream: How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
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Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Joe Zito | Sep 22, 2023

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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Woman in a suit holding a piece of paper. She is in an office setting.
Joe Zito | Sep 18, 2023

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
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Grandmother and granddaughter knitting together
Joe Zito | Sep 15, 2023

Retirement as a Single Woman

Retirement
As a single woman, you may be faced with some unique challenges when planning for retirement. Here's what you should consider.
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A pair of reading glasses sitting on an open textbook. The book has content on taxes.
Joe Zito | Sep 11, 2023

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Retirement
Tax Planning
Living on a fixed income can be difficult. Do you know how taxes will affect your financial health in retirement?
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Grandmother with child
Joe Zito | Sep 8, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes. It's another quiet change that could
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A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.
Joe Zito | Sep 4, 2023

Divorce and Retirement: Here’s What You Need to Know

Retirement
Savings
While divorce may be hard on your emotional wellbeing, you shouldn’t let it impact your retirement plans.
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A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.
Joe Zito | Sep 1, 2023

How Habits can Impact Your Finances

Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
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Professionally dressed man and woman looking at a tablet
Joe Zito | Aug 28, 2023

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
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Person writing a list in a notebook
Joe Zito | Aug 25, 2023

How to Stop Subconsciously Sabotaging Your Financial Goals

Lifestyle
Investments
Finance
Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions
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Parents holding their child's hands. The child is jumping
Joe Zito | Aug 21, 2023

Sending Your Kids to College: What Should You Really Expect?

College
As inflation and tuition fees rise, the cost of college is inching out of reach for many.
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Two men sitting at a table and having a conversation
Joe Zito | Aug 18, 2023

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
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