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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

How Insurance Can Help You Prepare for Financial Emergencies

Many believe that they only need life insurance protection while they are raising a family. While it is prudent to have life insurance in place… Read more

Important Considerations for Retirement

Two of the most common themes among investors of any age include the fear of loss and urge for gains.  These two concepts are by… Read more

How Financial Advisors Should Work with Nonprofits

In this video blog, Gregg Daily and Dotti Bechtol discuss the unique requirements of working with a nonprofit as a financial advisor and the importance… Read more