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2017 Radio - Mike F



Managing Your Finances During a Life Transition

From Michael Fertig

This whitepaper will review:

  • The financial mindset during a life transition
  • Protection and enhancement of assets
  • Principles of good financial management
  • The benefits of working with a trusted financial advisor

and more!

Saving and Investing for your Family's Future

From Michael Fertig and Karen Lapina

This whitepaper includes two important family topics:

Financial Implications that Affect the Sandwich Generation

What is the “Sandwich Generation?” This is group of individuals, typically between the ages of 40 to 59, who are caught between two very important, yet very different roles; raising children and caring for aging parents at the same. While the time commitment and emotional ride that comes with the territory in these roles can be daunting, there is another significant variable that cannot be overlooked……

and

The No. 1 Rule of Teaching Kids About Saving: Start Early

The first thing my 9-year-old son does when he gets birthday or Christmas money is jump on Amazon or leaf through toy catalogues to see how quickly he can spend it. This is not unlike the feeling many of us had when we got our first paychecks. The idea of putting away some of what you have today for tomorrow is not always instinctive and many times has to be learned.
Download your FREE copy to read more!

Q&A: The 2017 Economy + Charts Bundle!

From Michael Godwin, Manager of Portfolio Strategy

Download this FREE Q&A session with Michael Godwin about the 2017 Economy! Included with this article is the financial charts discussed on this week’s episode of The Advisor!

Michael answers questions on the world economy, probability of a recession and more!

Tax Wise

From Robert Fragasso, Chairman and Chief Executive Officer

Add to your portfolio’s return by being tax wise!

Download the FREE whitepaper!

The Cost of Retirement Whitepaper

From Brianne King, Manager of Financial Planning

Thinking about retirement is often difficult. It is hard to be concerned about what will happen 20 to 30 years in the future, while you are stretching your resources to meet your needs today.

It is however, critical to think about how you will support yourself (and your spouse) during retirement. With people living longer, you may wind up spending as much as a third of your life in retirement. The first step is often looking at what your cost of retirement may be.

Download the FREE whitepaper!

Retirement Plan Success e-Book

From Robert Yelenovsky, Vice President and Manager Fragasso Retirement Plan Advisors

ebook1-Retirement Plan SuccessDownload the FREE e-book! Fragasso Retirement Plan Advisors focus exclusively on employer-sponsored retirement plans.  We deliver comprehensive plan objectives.

As a fiduciary consultant, the guidance that we provide to plan participants and sponsors takes a complex world and it makes it easy to understand.

Download the FREE five part series.

Ask Your Portfolio Professional FAQ

From The Fragasso Portfolio Management Department

Fragasso’s Portfolio Management Department is a team of seasoned professionals that establish allocation guidelines and provide asset class recommendations to help build our clients’ customized portfolio solutions. The team also produces market analysis, commentary and special reports on the global economy for our clients.

With these great resources on staff, we tend to receive a lot of questions.  We want to keep the conversation going! Submit a question below to our team. Your question could be answered in an upcoming blog or on our new radio show, The Advisor!

Industry Insights from
the Fragasso team

Our magazine, The Advisor, offers financial industry insights on such topics as taxes, retirement and estate planning.

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Fragasso has embarked upon hosting our own radio show, which shares the same name as our magazine – The Advisor. The Advisor is a one-hour weekly radio show which airs Sunday mornings from 8:00 – 9:00 am on Q92.9 FM. Bob Fragasso will host the show alongside co-host and financial advisor, Michael Fertig.

The purpose of the show is to provide impactful discussions on financial planning topics and insights into the investment industry. We’ll touch upon specialized topics, too, such as retirement planning, college planning and long term care planning to name a few. The Advisor’s format also includes guest speakers from the Fragasso team, as well as, economists, successful business owners and entrepreneurs.

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2017 Radio - Mike F

________

Robert Fragasso
Chairman and Chief Executive Officer
With more than four decades of experience in the investment management and financial planning fields, Bob leads Fragasso Financial Advisors as chairman and chief executive officer.

Michael Fertig
Vice President
Michael has been in the investment industry for over 20 years. He works at Fragasso as a financial advisor, managing and monitoring client investment portfolios.

Read more about our staff.

Stay and Visit!

You have free access to other exclusive tools and resources curated at fragassoadvisors.com

If you navigate to our website resource center, you will find informational white papers, educational videos, our most recent news and FAQs. You can get timely information from our financial advisors and portfolio managers through our blog, which is updated several times each month. In our News section you will find local and national media posts that include interviews and quotes from Fragasso Financial Advisors management and staff.

Don’t forget to connect with us on social media for our latest news!

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Pet of the Week

Fragasso Financial Advisors is happy to feature the Animal Friends Pet of the Week on each of our radio broadcasts.

To learn more about the adoptable pets at Animal Friends, visit Animal Friends  at www.thinkingoutsidethecage.org

Investing in mutual funds involves risk, including possible loss of principal. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss. Robert Fragasso was named as a 2015, 2016 and 2017 Barron’s Top Advisor. The Barron’s award is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investing in mutual funds involves risk, including possible loss of principal. Municipal bonds are subject to availability and change in price. They are subject to market and interest rate risk if sold prior to maturity. Bond values will decline as interest rates rise. Interest income may be subject to the alternative minimum tax. Municipal bonds are federally tax-free but other state and local taxes may apply. If sold prior to maturity, capital gains tax could apply. No strategy assures success or protects against loss.

About Fragasso

From the very first interaction you have with us, your experience will be personalized, professional, and exceptional. Your goals are our goals. Your concerns are our concerns..

Find out more about the Fragasso Client Experience

Client-Only Content

As a Fragasso client, you have access to exclusive content created just for you that takes an in-depth look at the issues facing investors today.

Read more about client-only content

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