Financial planning for women can come with unique circumstances that need to be considered when establishing a financial plan. While goals are always personalized to… Read more
The investment industry is changing and understanding this can be important to you and your financial future. A short history of the investment industry will… Read more
Forbes.com author Bridget Brennan noted in a powerful article1 “Women have a multiplier effect. They are multiple markets in one.” She goes on to explain… Read more
Income tax rates have been reduced by the tax act of 2018 and so we don’t need to focus on tax savings like we… Read more
According to our furry friend, Punxsutawney Phil, spring will soon be upon us! I’d like to take a moment to reflect on those resolutions you… Read more
We all have similar reasons for investing. The most common goal among all investors is preserving and growing assets for retirement. The most important factors… Read more
A Look Back on 2018 Part 2 – The Year of Trade Tension
When does a family empire built on a reality TV series… Read more
A Look Back on 2018, Part I – The Year of Trade Tension
On January 30th, 2018 President Donald Trump delivered his first State… Read more
Read our latest interview with Mallory Labik, our in-house CDFA®. This blog reviews the importance of speaking to a CDFA® before or during a divorce. Learn about how working with a CDFA® and a divorce lawyer has many advantages.
Trade Wars Q & A
Q) What’s happening and who’s involved?
A) Even preceding his time on the campaign trail, Trump has long… Read more
Tax Benefits and Retirement Plans
With all of the talk today about tax reform, I am still surprised that the majority of people I talk… Read more
Taxes and Your Board of Directors
Tax time has a way of making us resolve to save taxes going forward. But that inclination feels a… Read more
Estate Plans: A Part Of Your Financial Health
Estate plans are not a simple “set it and forget it” set of documents. It needs to… Read more
On December 22, 2017, President Trump signed into law the Tax Cuts and Jobs Act, which has been the most significant tax reform we have seen in over 30 years.
We, at Fragasso Financial Advisors, have been solidifying our client experience over the last half of 2017. Through that process, we have identified one of the most important components of your Dynamic Wealth Plan: life insurance.
Major life changes, such as marriage, divorce and widowhood are considered among the most stressful to endure. Who has the presence of mind to deal with their finances when emotions are in turmoil? Proper planning and guidance can have a major impact. This is why I have put together a list of ten of the most common financial mistakes to avoid.