Fifty Years, Three Bear Markets
We have taken a look at the last 50 years to offer some key insights. The hope is to help you better understand the past as we help you navigate the future.
Social Security: A quick background, why the pot is draining, and ways to solve it
The Social Security Act came into effect in 1935. It was designed to pay retired workers over 65 a continuing income stream. In 1939 benefits were added for survivors, the retiree’s spouse, and children. In 1965, disability benefits were added. It was never intended to be the full incom …
Creating Good Money Habits in Children
By James A. DeGaetano Jr., CPA, CFP®, Founder, CEO, and Wealth Advisor. Sadly, we do not have a national financial literacy curriculum in our high schools. Nor does attending college guarantee exposure to financial literacy education, unless one chooses to study accounting or finance.
A Letter to Your Parents as They Retire
Dear Mom and Dad, There is no branch that bears fruit by itself. I feel fortunate to have been raised by parents that were supportive of my endeavors and always provided a framework in life to learn. I’m truly grateful for your love during the ups and downs of life and hope to ‘pay it …
