
FPA® Annual Financial Advocacy Day
As a firm, we believe in the importance of having a comprehensive financial plan. We work with each of our clients to gain a detailed understanding of their family, current …
Check the background of investment professionals associated with this site of FINRA BrokerCheck
Check the background of investment professionals associated with this site of FINRA BrokerCheck
Posted on by Damien Gottschalk, Financial Advisor
As a firm, we believe in the importance of having a comprehensive financial plan. We work with each of our clients to gain a detailed understanding of their family, current …
Posted on by Serhiy Zayats, Investment Analyst
Ben Franklin’s quote is spot on; nobody can escape the eventuality of paying taxes but that doesn’t mean that you can’t optimize your portfolios to pay less. Tax season can …
Posted on by Brian Robinette, Senior Vice President, Financial Advisor
A Qualified Charitable Distribution (QCD) is an otherwise taxable distribution from an IRA owned by an individual who is age 70½ or older and paid directly from the IRA to …
Posted on by Brandon Schwan
By now you are familiar with the term SECURE Act that was passed in 2020, and how it impacts retirement and estate planning. A large part of that is due …
Posted on by William Wolfe
We here at Fragasso Financial Advisors firmly believe in the concept of each client creating their own financial Board of Directors. In most cases this includes a trusted accountant, lawyer, …
Posted on by Jennae Backo
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 …
Posted on by Mitch Anderson and Jim Sinegal
This is the time of year when our thoughts are focused on family, holiday gatherings, gift lists… and tax planning! With investment activities subject to tax rates ranging from 0% …
Posted on by Robert Fragasso
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 did in the past. True …