What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Andrew Palomo, CFP® |
Wednesday, January 6, 2021
January is Financial Wellness Month, a time to remind people to make arrangements for their financial strategy.For me, it’s time for me to connect with new clients and discuss their financial situation and aspirations for their...
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Andrew Palomo, CFP® |
Monday, December 7, 2020
There may not be an easy way to protect your digital identity but there are steps you can take to thwart criminals. Freezing your credit, updating software on your devices, staying knowledgeable about the latest scams, making sure...
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Andrew Palomo, CFP® |
Tuesday, December 1, 2020
Preventing Identity Theft Limiting exposure of your personal information is the best way to protect yourself from fraud. The Federal Trade Commission estimates that as many as nine million Americans have their identities stolen each...
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Andrew Palomo, CFP® |
Tuesday, November 10, 2020
During our working years, many of us have access to an employer-sponsored health insurance plan either through our own job or our spouse’s job. But when it comes to retirement, we typically rely on Medicare and Medicare...
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Andrew Palomo, CFP® |
Sunday, November 1, 2020
If you’re like me, getting older has brought with it the quicker passage of time and a handful of new aches and pains. But what hurts more than the occasional morning stiffness is witnessing cherished friends or family members...
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