by Derek Dall'Olmo | Jun 18, 2021 | Uncategorized
Different seasons of life call for different insurance needs. Remember back when you were in your early 20s and didn’t seem to have a care in the world? Life changes quickly (in a good way!) as we age – we find that special someone, buy a home, have kids, maybe...
by Derek Dall'Olmo | Jun 11, 2021 | Uncategorized
Congrats, college grad! You earned your 4-year degree doing all the right things – keeping expenses in check by attending an in-state school, buying used books, working a part-time job to pay the bills. What do you have to show for it besides your piece of paper that...
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 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 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...
by Derek Dall'Olmo | Apr 15, 2021 | Uncategorized
Earning a guaranteed 50% or 100% rate of return on your money is almost always classified in the ‘too good to be true’ category in the saving & investing world – except for one. The employer matching feature in your 401(k) account. It is free money you can snag if...
