Which family are You?

“It is remarkably easy to predict which families will preserve inherited capital, manage each other’s care and avoid destructive litigation. One need only look at an individual’s commitment to planning, implementing and communicating basic information to family and...

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.