Frank
2024 Top Advisor
Best In Wealth – Winner InvestmentNews has revealed its Top Advisors who are elevating their firms to new heights. This year’s winners are boosting AUM levels, attracting more clients, and emerged as dynamic performers. Frank J. Fiumecaldo has earned recognition in the 2024 InvestmentNews Top Advisors. America’s best advisors provide clients with trusted advice, innovative investment options and […]
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High-Earner Layoffs: Crucial Steps If Unemployed
If recent headlines have made you constantly refresh your inbox over the last few days, you are not alone. The growing wave of layoffs is generating panic among high-earner employees. The technology industry has been announcing layoffs these last couple of weeks. Unemployment increased to 3.7%, causing people to doubt their employment security. The closer we […]
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How to Find the Best Financial Advisor for Retirement
Planning and saving for retirement can feel overwhelming. Finding the right wealth planner for retirement planning can help make the process easy. Younger individuals focus their money on present expenses which leads to neglecting retirement savings. While older individuals might feel that they’ve already missed their chance to save for retirement and give up any […]
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Avoid Second Home Taxes
Real estate is among the most significant financial assets for many clients. That said, only about 4.3% of Americans own a second home. Fortunately, various investing strategies exist to help avoid second home taxes or those associated with upgrading your current home. Did you know that you can work with your bank or brokerage firm […]
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Training Your Wealth
Great wealth advice should cost you much less in the long term than no advice at all. Not all advisors are the same, but if you do find a great one, it’s important to think about the overall value they can provide when considering costs. A Great Workout Hiring a wealth advisor depends on your specific […]
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A Guide To Financial Resolutions for 2023
Another year, another list of resolutions to tackle? You’re not alone. The thing is, when we’re focusing on our yearly goals, we sometimes don’t take into account out financial resolutions. Building Powerful New Habits For Financial Resolutions Goal-based resolutions are an important way of looking at your finances. You can’t save for retirement without setting […]
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Physicians: Treat Your Wealth Like Your Health
Financial Planning For Physicians: Your Situation is Unique What makes your profession unique? You’ve prepared for medical school, had late-night studies, and long shifts, to name a few. Not only does your path stand out, but your financial situation also differs from the general financial planning experience. A physician can enter the working world right […]
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Retirement Transition Planning: A Quick Guide
While planning for retirement, you’ve likely maximized your earnings, increased your savings, and invested them for growth. If you’re now looking to transition into retirement, you may want to start by dipping your toes into the retirement pool, instead of jumping right in. Bridging the gap between the growth phase and your retirement years is the most unique […]
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Working With Aventine: Client Story
As a financial advisor, I have worked with individuals to support and guide them with their financial and investing decisions. Every client has led to a different experience, a different conversation, and a different story from which to learn. This is the story of a client who had a special request. For me, it’s all about […]
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Financial Planning For Physicians
As a healthcare professional, you understand that the treatment programs you deliver are based on a thorough analysis of your patient’s symptoms, pre-existing conditions, and health risk factors. Yet, your long-term financial wellness is often put on the line. In addition to your unique financial challenges, as a physician, lack of time is likely part […]
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