How Much Do You Know About Investing?
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."
Dentists and Health Care Pros
Most practice owners feel that running the business is the frustrating part of owing your own practice. Stuck in an everchanging world of insurance reimbursements, the headaches involved with claims, the ebbs and flows of cash? We can help.
Executives and High Net Worth Families
As an executive or high net worth, it isn't only about how you are invested, its about appropriate planning, protecting and lengthening of the dollar. We work with our clients and team around the complexities of RSU's, Options and Grants, Executive Benefits and Low Cost-Basis Securities, Estate, Legacy and Tax Planning.
The Business Owner
Reinvesting to grow your business is paramount. Managing your tax burden as a business owner is impactful. No matter where you are with your business, we can help you prepare for your future and possibly the biggest liquidity event of your life, including succession and continuity planning.
Your Goals are Our Business
We founded our group with a single mission in mind: to work as trusted financial guides in partnership with individuals and business owners on their journey to create and live meaningful lives for themselves and their loved ones. As a client-centered practice, we are committed to our clients’ success and to empowering them with valuable knowledge and advice. By taking the first step with our firm today, you will be rewarded with a greater understanding of sound financial planning concepts and investment insights. We seek to help you improve your financial wellbeing so you can focus on what’s most important, living life to the fullest.
-Robert J. Mascia, CFBSContact Us Schedule a Call
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Understanding how a stock works is key to understanding your investments.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Estimate your monthly and annual income from various IRA types.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much you have the potential to earn during your working years.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps estimate your federal estate tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Around the country, attitudes about retirement are shifting.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
When do you need a will? The answer is easy: Right Now.