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Resolutions and Contributions

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

Investing for Women

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

A Look Back on 2018 Part 2 – The Year of Trade Tension July 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

A Look Back on 2018, Part I – The Year of Trade Tension January On January 30th, 2018 President Donald Trump delivered his first State… Read more

Q&A with a CDFA® (Certified Divorce Financial Analyst)

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

  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

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

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: A Part Of Your Financial Health Estate plans are not a simple “set it and forget it” set of documents. It needs… Read more

How can the new Tax Laws work for you?

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.

Life Insurance & the Client Experience

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.

Financial Planning Mistakes in Divorce

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.

Shape Up Your Retirement Plan Savings

A common goal that can be easily forgotten about is getting our retirement savings in better shape. Retirement accounts through our employer can be one of the most attractive way to save, and while employer sponsored plans have long been a main source of retirement income for many workers over time, the retirement landscape has shifted.

The Client Experience

The Client Experience The term “The Client Experience” is a trendy phrase. You hear this phrase in all industries, such as coffee shops, car dealerships,… Read more

Understanding The Family Benefits of Social Security

Social Security is typically thought of as a supplemental retirement income stream. It can be much more than that in times of critical need. A… Read more

Retirement Plan Success Series: Part 4: Investment Decisions and Canaries

“Too many investment options,” “underperformance,” “retail share class,” “inappropriate benchmarks.” This is just a sampling of claims made in a rash of lawsuits filed within… Read more