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Blog

Joe Mazzucco | Aug 17, 2023

Thinking About Donating Your Stock to Charity? 

Charitable Gifting
For investors seeking to support charitable causes while optimizing their tax benefits, donating stock instead of cash can provide significant advantages. By
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Joe Mazzucco | Jul 18, 2023

All You Need To Know About Trusts

Trusts
Estate Planning
Set up trusts to minimize estate taxes, avoid probate, and seamlessly transfer your assets to your heirs.
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Joe Mazzucco | Jul 14, 2023

Midyear Outlook 2023: The Path Toward Stability

Outlook
The economy and markets made progress toward regaining balance in the first half of 2023, but more work lies ahead. Reclaiming that state of balance helps us
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Joe Mazzucco | Jul 13, 2023

The Fast-Growing Sandwich Generation 

Retirement Planning
Finances are dicey for those simultaneously caring for their parents and kids. Over the last 20 years, the median age for Americans (the median age is the point
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Joe Mazzucco | Jun 13, 2023

Understanding the Roth 401(k) vs. Traditional

401(K)
Unbeknownst to many investors, companies have the option of offering their employees a new different type of tax-advantaged retirement plan: the Roth 401(k)
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Joe Mazzucco | May 23, 2023

Unused 529 Plan Funds: 5 Spending Options to Consider

College & 529
529 plans are tax-advantaged savings vehicles designed to accumulate contributions and help pay for the beneficiary's qualifying education expenses. Sometimes
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Joe Mazzucco | May 22, 2023

Life Insurance: How Much Is Enough?

Life Insurance
You may already be aware of the importance of having enough life insurance coverage to handle financial matters that could affect your family in the event of
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Joe Mazzucco | Apr 26, 2023

The Facts About Social Security Retirement Benefits

Social Security
Social Security Retirement benefits are one thing that people know of, but often what they know isn't always accurate.
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Joe Mazzucco | Apr 12, 2023

Eleven Ways to Help Yourself Stay Sane in a Crazy Market

Behavioral Finance
Keeping your cool can be hard to do when the market goes on one of its periodic roller-coaster rides. It's useful to have strategies in place that prepare you
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Joe Mazzucco | Apr 5, 2023

5 Last Minute Considerations Before Tax Day

Taxes
With April’s federal tax filing and payment deadline on the horizon, Americans are dotting their i’s and crossing their t’s as they prepare for the countdown to
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Joe Mazzucco | Mar 1, 2023

The 5 Elements of Financial Wellness

Financial Planning
Financial wellness is a term that refers to the overall health and well-being of an individual's finances. In order to work toward financial wellness, it is
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Joe Mazzucco | Mar 1, 2023

National Debt & Your Personal Debt Ceiling

Budget and Debt Reduction
What is the national debt and should investors worry about it? More importantly, can the national debt teach investors a thing or two? 
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