by Derek Dall'Olmo | May 27, 2021 | Uncategorized
“The estate tax is only for the rich.” Yeah, right. What if I told you that you were rich! Many Americans are surprised when they add up their assets. Combine retirement accounts, real estate, business ownership, and other assets, and your estate tax liability could...
by Derek Dall'Olmo | May 26, 2021 | Weekly Happenings
The Wall Street Journal had an article last week detailing Fidelity Investments’ push to get teenagers involved in trading and investing.[i] The Boston-based asset manager was once known for its rock star stock pickers like Peter Lynch decades ago, but Fidelity fell...
by Derek Dall'Olmo | May 20, 2021 | Uncategorized
Building a retirement nest egg doesn’t happen overnight. Through habitual saving and proper investing, you slowly grow your net worth through time. Many investors are initially enamored with the concept of compounding returns – the 8th wonder of the world as Albert...
by Derek Dall'Olmo | May 19, 2021 | Weekly Happenings
Any boxing fans out there? A quote attributed to Mike Tyson goes something like, “everyone has a plan until they get punched in the face.” Whether Iron Mike really said this is not 100% certain, but we do know is that retirement is fraught with risks. Hence, we...
by Derek Dall'Olmo | May 18, 2021 | Uncategorized
Just imagine – marching into your boss’s office and proclaiming you are done. Then promptly marching into the Social Security office and demanding your check. Ok, it doesn’t quite happen like that. But you and I work for decades, paying social security taxes year...
