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Recent Posts
- Tough Times: Nonprofits Will Not Survive On Well Wishes Alone
- Higher Taxes Won’t Affect the Stock Market, But Will Affect Your Financial Goals
- Nonprofit community has a friend in Fragasso Financial Advisors
- Advising for life, not just assets
- Politics Will Largely Determine the Economic Course for 2012
Archive
Author Archives: Deborah Graver
Why There’s No Time Like Now to Begin Planning Your Legacy
As a financial planner with nearly 20 years of experience and president and chief operating officer of Fragasso Financial Advisors, I have had the privilege to work with many clients at multiple points of their financial journeys. I have seen … Continue reading
Posted in Estate Planning, legacy planning, tax
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What is the Fragasso Client Experience?
On May 1, 1975 (still referred to as May Day! around our offices), the investment industry’s sources of revenue became unfixed by federal government fiat. Consequently, thousands of independent investment firms were swallowed by large organizations over the next few … Continue reading
Posted in Financial Advisor, Financial Planning
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Charitable Gifting: Is it better to give cash or appreciated securities?
As we approach the end of the calendar year, you may find in your mailbox, e-mail inbox, or on the phone an increasing number of solicitations for charitable donations. We are fortunate to work with many charitably inclined individuals who … Continue reading
Posted in Charitable Gifting, tax
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