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…
Did you also read the article about the recent layoffs in the tech industry? Meta’s 11,000-employee layoff this past Wednesday is alarming people. 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 tech…
Planning and saving for retirement can feel overwhelming. Finding the right wealth planner for retirement planning can help make the process easy. A 2019 study from Northwestern Mutual found that 15% of Americans have no retirement savings at all. This statistic is concerning. Often, younger individuals focus their money on present expenses which leads to neglecting retirement…
If you own a home, you’re not alone! Nearly 65% of the U.S. population owns a home. Real estate is, therefore, among the most significant financial assets for many investors. That said, only about 4.3% of Americans own a second home. In fact, for many Americans, planning to buy a new home without an all-cash offer can seem…
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…
Another year, another daunting list of resolutions to tackle? You’re not alone. Over 80% of new year’s resolutions are abandoned by February! If your resolutions keep carrying over year by year, you might have the (common) habit of setting the same resolution every year that you are just dreading to complete. The thing is, when we’re…
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…
Employer-sponsored 401(k) plans are among the most popular choices for retirement savings. In fact, about 20% of all retirement savings in the United States are in 401(k) accounts. The majority of 401(k) plans withdraw employee contributions from their paychecks, which guarantees consistent contributions every pay period. This, paired with the fact that most employers match…
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…
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 the…