Author: Marie DeLauretis

Nov 24

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 go. So, on the slight chance that someone with a more […]
Nov 23

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 stock. But when it comes to all of […]
Sep 21

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 service. Let me first summarize why cash flow planning and debt management […]
Sep 14

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 process.  It should begin however, with a financial organizational strategy. If you think about […]
May 24

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 Families Fighting Estate Battles in Court Financially Organized Rescue Getting to the Heart of It Insurance Matters of Divorce Le Sexy Tax Season – OH LA LA! My Financial […]