Articles & Blogs

Welcome to the Financial Planning resources page. All blogs are DeLauretis Wealth Management’s original material. You will also find useful articles that DWM has contributed to. DWM Blog Posts Financially Organized Rescue Getting to the Heart of It Insurance...

My Financial Planner

Have you ever asked your financial planner how they plan for themselves? Has your planner actually mapped out their own path to wealth building? Do they actually have a plan in place – whether it is a one page plan or a 3 inch binder full of “comprehensive...

Insurance Matters of Divorce

Written January 2014 by Marie DeLauretis If you are in the process of divorce or separation and have begun discussions surrounding the money matters of divorce, especially child support and spousal support, consider the below. “Support” Insurance: Life insurance...

Wisemen Say

Written May 2017 by Marie DeLauretis WISEMEN SAY: If the key to growing your wealth is to work with a good financial advisor than why isn’t everybody working with an advisor? Perhaps he/she feels they do not earn enough income to become a client, or they are too...

Le Sexy Tax Season – OH LA LA!

Written March 2014 by Marie DeLauretis Is it already March? Ah, March, such an exciting month, not only does this month include International Woman’s Day, my Mom’s birthday (Happy Birthday Mom!) and Barbie’s birthday, but it’s also the month we all preoccupy our time...

Getting to the Heart of It

This material is for information purposes only and should not be construed as legal or tax advice, nor be construed as specific financial advice to an individual reader’s personal situation. Every effort has been made to ensure its accuracy, but errors and omissions are possible. Individual circumstances may vary and specific financial, legal and tax advice from professional is always recommended. Future tax changes and market conditions may affect this information.

Securing the Big Picture in 2017

Written January 2017 by Marie DeLauretis As we settle into a New Year, no doubt you are planning your 2017 year. For certain, you will be concentrating on your current financial situation as “Tax Time” looms ahead. Therefore, I want to remind you to revisit your...

Personal Financial Year-End Tabulation

Written November 2013 by Marie DeLauretis It’s time for a Personal Financial Year End Tabulation! Every year, members of our firm like to do what is called a Personal Financial Year End Tabulation. Described another way, we like to calculate how we have done so far...

Retirement Myths Debunked

Written September 2016 by Marie DeLauretis Retirement Myths Debunked Is retirement realistic? Were we meant to retire for 25 to 30 years of our total life span? Retirement means to stop employment completely.  Semi-retirement means to aggressively reduce work hours. ...

You Think It Will Never Happen to You

Written May 2014 by Marie DeLauretis With permission by one of our clients, we are sharing the following story: Our client was scheduled for a somewhat routine surgery.  Providing no one had more pressing medical surgeries to be completed, our client’s surgery was a...

Not Putting All Your Eggs in One Basket

Written May 2014 by Marie DeLauretis We completely agree with the old adage of not putting all your eggs in one basket, but you certainly want all your chickens on one farm, don’t you? True that you should never have all your money in one investment, say one...