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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 to… Read more Read more

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. Read more

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 Read more

Forget About the 4 Percent Rule (Sort Of)

We live in a fairly complex world where simple sometimes feels better. To that end, many financial principles can be summed up through basic axioms.… Read more Read more

3 Of The Top Questions Investors Ask Financial Advisors

As a Fragasso financial advisor, Michael Fertig receives many questions from investors regarding their financial future. In this video blog, Michael Fertig reveals the three… Read more Read more

Retirement Plan Success Series: Part 2: Plan Design Matters… a LOT!

In the first part of my series we talked about the role and duty of the fiduciary, and the important steps of acceptance and adherence… Read more Read more