Don P. Martone, CFP®, ChFC®, CLU®
Posted Wed, May 17, 2023
Trusts can be an efficient way to provide a financial legacy to the people and causes you care about.
Posted Tue, Apr 04, 2023
It is more than a lifestyle choice — the decision should be a key part of your retirement planning. Here is what to consider, according to Bank of America.
Posted Fri, Mar 10, 2023
Trusts can be an efficient way to provide a financial legacy to the people and causes you care about. Plus, there are other benefits you may not have considered, according to Bank of America.
Posted Fri, Feb 10, 2023
Saving for college is a top priority for Hispanics/Latinos — and a financial stress for many parents. Consider these creative ways to save for your kids’ college.
Posted Tue, Dec 13, 2022
How to Make the Most of Your Inheritance?
Posted Thu, Nov 17, 2022
Even if you’re juggling other financial goals, there are steps you can take to help you get back on track
Posted Tue, Oct 04, 2022
Saving and investing are just the first steps in retirement planning — creating a strategy to draw down that money is the next challenge.
Posted Wed, Sep 21, 2022
Over their longer lives, women spend far more on health care than men. These tips from Bank of America can help you cover the costs at every age.
Posted Tue, Aug 30, 2022
As questions about Social Security grow, the amount young Americans save is even more critical. Here’s how you can work with an advisor to strengthen your financial future.
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