5 Common Financial Planning Considerations for Women
Women’s increasing wealth is a positive trend that has emerged in recent years as they continue earning more, inheriting more, and taking a more active role in managing their finances. …
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Tag: estate planning
Avoid Common Estate Planning Pitfalls & Misconceptions
Estate planning can often be off-putting to clients as just the idea can trigger uncomfortable thoughts and emotions. No one really wants to think of their own demise for starters. …
Achieving Your Life Goals
Visualize the attainment of your retirement security and comfort. See your children and grandchildren educated. Visualize your pursuit of lifelong dreams with the time and finances that allow for it. …
Multigenerational Planning is Synonymous with the Fragasso Client Experience
At Fragasso Financial Advisors, we consider ourselves a close-knit family. We are a group of individuals who all work together with the common goal of helping our clients work toward …
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 …
Are You Ready For a Big Change?
Change is a constant in life. It happens every day. Small changes, like construction, require you to alter your commute to work. Or maybe you get offered tickets to tonight’s …
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 bit like the story about horses and barn doors. It is …
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 be a living, breathing document that evolves with the changing needs of you, your …