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...

Own Your Dreams

Written April 2014 by Marie DeLauretis Last month, I introduced the financial planning component of Cash Flow Planning and Debt Management. This month, I would like to elaborate on that concept and perhaps help you locate advisors in your area who specialize in this...

Financially Organized Rescue

Written September 2013 by Marie DeLauretis No doubt, for many individuals, financial planning, or just thinking about organizing your finances can be overwhelming.  How does one begin? Indeed, where to begin? But financial planning does not have to be a daunting...

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 Matters...