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® |
Thursday, March 18, 2021
One year into the global pandemic, President Biden has signed into action a new $1.9 trillion stimulus package known as the American Rescue Plan Act. It’s designed to help the American people continue to recover from the...
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Andrew Palomo, CFP® |
Monday, February 1, 2021
Help Your Family Plan Your Care Avoid misunderstandings by planning now for the day you can no longer care for yourself. Becoming increasingly dependent on others for the normal activities of daily life can be a harsh reality. It can...
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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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