– How to Prioritize Financial Goals as Your Life Becomes More Complex –

Some people are savers, some are spenders, some live carefully within their means, and some live life to the fullest, even if that results in accumulated debt. You likely won’t remain solidly in one…

– Estate Planning Update: How the SECURE Act Affects IRA Beneficiaries –

In December 2019, Congress passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which is changing retirement and estate planning for many. One major provision of the law affe…

– How Past Viral Outbreaks Affected the Markets –

The impacts of Coronavirus have and will likely continue to be felt through the first quarter of 2020. However, we believe the best thing to do is to stay the course and not alter long-term strategic …

– 2019 Year-End Financial Planning Checklist –

As 2019 draws to a close, it’s time to begin organizing your finances for the new year. To help you get started, we’ve put together a list of key planning topics to consider. Savings and Investmen…

– Tips for Avoiding Common Holiday Cyberscams –

For many of us, the holiday season is a wonderful time of year. Unfortunately, it can be especially profitable for cybercriminals. Because of the prevalence of online shopping, we almost always see a …

– Navigating the Maze of Student Loan Repayment Options –

Graduating from college is certainly cause for celebration! But for many graduates, earning a higher education degree has left them with sizable student loan debt. Fortunately, there are a variety of …

– Mastering Financial Aid Eligibility –

For many families, financial aid programs help make higher education attainable. The first step in applying for aid is to complete the Free Application for Federal Student Aid (FAFSA). It is used to d…

– Devising a Data Breach Game Plan –

As you’ve likely read in the headlines, many companies have been victims of data breaches in recent years. For many of us, this situation can feel overwhelming. If businesses can’t protect themsel…

– 2018: A Brief Summary of a Tough Year –

2018 Market Review: To say 2018 was a difficult year is putting it very lightly. Despite solid U.S. economic fundamentals and global economic growth, 2018 turned out to be the most challenging year fo…

– Midterm Elections and the Stock Market –

– How to Survive a Bear Attack –

The following is an article written by Michael Graziano and published by Advisor Perspectives. Click Here to view the article.

– The Basics of Credit Scores and Credit Reports –

– Managing Market Volatility –

– Beware An Inverted Yield Curve –

The following is an article written by Michael Graziano and published in Financial Advisor Magazine under the Investment Perspectives category alongside other prominent financial advisors and industry…

– The Family Conversation: Addressing Your Health Care Needs in Retirement –

– Medicare Basics You Need to Know –

– Mortgage and Home Equity Loan Interest Deductions Under the Tax Cuts and Jobs Act –

– It’s Neither Obama’s Nor Trump’s Economy –