5 Financial Lessons from the Covid-19 Pandemic
The Covid-19 pandemic taught us plenty about how quickly our daily lives and social interaction can change. While much has been written and we are adapting to these changes, there …
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Author: Fragasso Financial Advisors
How the Proposed Biden Tax Plan May Impact You
Fragasso Financial Advisors is not providing a political opinion. The intent of this blog is to provide factual content on current and potential future tax laws. This is only one …
Don’t Ignore the Signs: A Foresight into Economic Recovery
We receive questions regarding economic and market risks going forward and the following thoughts are offered. No one can see the future, but the past is the best guide that …
Reacting to Volatility
It’s not news to anyone that the first half of 2020 has been marked by extreme volatility. Of course, I am referencing stock market volatility; but in addition to the …
Behavioral Finance: Why and How to Avoid Emotional Investment Decision-Making
What is driving your financial decisions? Is it getting in the way of good results? To set the stage for a solid understanding of how you can help yourself to …
Five Tips if You’ve Just Lost Your Spouse
The loss of a spouse can be your most challenging transition in a lifetime. Not only are you grieving the loss of your loved one, but you may also be …
Q & A with a CPWA® (Certified Private Wealth Advisor®)
When selecting a financial planner, you want to be certain they are qualified to help address your unique financial concerns. The CPWA® is a designation an advisor chooses to earn …
Required Minimum Distribution Waived For 2020
The CARES (Coronavirus Aide, Relief and Economic Security) ACT has been passed by the Senate and House this past week. The $2 trillion-dollar relief package has many provisions. Within the …
The Impact of the Coronavirus on Your Retirement Plan
The coronavirus pandemic has had significant and ongoing impacts on the economy. Many businesses are feeling the effects and are looking for ways to continue to operate effectively in a …
The Life Stages of Insurance
As we start a new year and a new decade, it’s time to begin spring cleaning and wipe the dust of your insurance policies. Insurance policies, one time thought of …