Weekly Economic Newsletter – May 21, 2018

May 24, 2018 · · Economic, Newsletters · 0 Comments

  WEEKLY QUOTE “The heart has its reasons which reason knows nothing of.” – Blaise Pascal            WEEKLY TIP Yes, you could file for Social Security at 62, as soon as you are eligible. It might pay to wait, however. The size of your monthly payment will grow by about 8% for every year you hold.

View This Article →

Weekly Economic Newsletter – May 15, 2018

May 15, 2018 · · Economic, Newsletters · 0 Comments

    WEEKLY QUOTE “The secret of happiness is not in what one likes to do, but in what one has to do.” – J.M. Barrie            WEEKLY TIP If you receive a big bonus, a windfall, or a sizable inheritance, you may feel like taking some time out of the workforce. If so, keep in.

View This Article →

Weekly Economic Newsletter – April 23, 2018

April 23, 2018 · · Economic, Newsletters · 0 Comments

    WEEKLY QUOTE “Don’t bother just to be better than your contemporaries or predecessors. Try to be better than yourself.” – William Faulkner            WEEKLY TIP If you are a single parent, prioritize saving for retirement over paying college tuition. Helping your child with college costs is great, but not if it places your retirement.

View This Article →

Weekly Economic Newsletter – April 16, 2018

April 16, 2018 · · Economic, Newsletters · 0 Comments

    WEEKLY QUOTE “Truth burns up error.” – Sojourner Truth            WEEKLY TIP As your career in the medical, legal, or tech sector progresses, you may build significant wealth, and you may need more than just term life insurance. Later in life, you could face issues that call for liquidity after your death. Permanent life.

View This Article →

Weekly Economic Newsletter – April 9, 2018

April 9, 2018 · · Economic, Newsletters · 0 Comments

    WEEKLY QUOTE “No trumpets sound when the important decisions of our life are made. Destiny is made known silently.” – Agnes de Mille            WEEKLY TIP If you are divorcing, be sure to call the card issuers of your joint credit card accounts. Let them know that you are going through a divorce and.

View This Article →

Weekly Economic Newsletter – April 2, 2018

April 2, 2018 · · Economic, Newsletters · 0 Comments

    WEEKLY QUOTE “Silence is more musical than any song.” – Christina Rossetti            WEEKLY TIP About to start a business? Then be sure to file the correct forms with state government. Get in touch with your Secretary of State’s office (and your city and county) to see what licenses and forms you may need..

View This Article →

Weekly Economic Newsletter – March 19, 2018

March 19, 2018 · · Economic, Newsletters · 0 Comments

    WEEKLY QUOTE “One person with a belief is equal to a force of 99 who have only interests.” – John Stuart Mill            WEEKLY TIP Are you worried that long-term care expenses might eat up your parents’ financial resources? Urge them to develop a plan for funding their health care needs through insurance products.

View This Article →

Weekly Economic Newsletter – March 12, 2018

March 12, 2018 · · Economic, Newsletters · 0 Comments

  WEEKLY QUOTE “Focusing is about saying no.” – Steve Jobs            WEEKLY TIP Small business budgeting includes defining your risks. As a first step, detail your monthly, guaranteed income and expenses to help determine your level of liquidity. This may help you recognize potential long-term and short-term risks.         WEEKLY RIDDLE Nate gets messages.

View This Article →

Weekly Economic Newsletter – March 5, 2018

March 6, 2018 · · Economic, Newsletters · 0 Comments

    WEEKLY QUOTE “Prejudice is the child of ignorance.” – William Hazlitt            WEEKLY TIP If you are on the verge of retiring, you may want to defer some income until you do retire (and presumably find yourself in a lower tax bracket). That choice could lead to tax savings.          WEEKLY RIDDLE It.

View This Article →

Weekly Economic Newsletter – February 26, 2018

February 26, 2018 · · Economic, Newsletters · 0 Comments

    WEEKLY QUOTE “True knowledge exists in knowing that you know nothing.” – Socrates            WEEKLY TIP Thinking of going into business? Most new firms are sole proprietorships, but with the recent federal tax reforms, now is an excellent time to consider other business entities and weigh which one might be best for you.  .

View This Article →

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, FL, HI, KS, LA, MD, NC, OH, PA, SC, TX, VA.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Independent Financial Partners, a Registered Investment Advisor. Pellecchia Financial Services and Independent Financial Partners are separate entities from LPL Financial. FINRA/SIPC.

Designed by Pop Design Group