Pension Maximization Strategies for Retirees

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by Ana Maria Martinetti-Katz, MBA, CFP®, CPA – August 2012 As financial advisors, clients who are lucky enough to have a retirement pension through their employer often ask us which income option is best.  This is a very important decision … Read More

Individuals and Trusts

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Investing and Financial Planning for Individuals Whether you’re single because you’ve never married, or are suddenly single due to divorce or death of a spouse, money management and financial planning are critical. You have only yourself to depend on for … Read More

Wealth Building Strategies

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Time for a New Strategy? The growing complexity and interconnectedness of our global markets demands rigorous research on markets and the sources of investment returns. Our primary goal as your Advisor is to maximize your expected return, commensurate with the … Read More

Are You Prepared for 2013 Tax Law Changes?

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by Cathy Pareto, MBA, CFP® – June 2012 When it comes to tax planning for 2012, only one word can describe the environment we face: uncertain.   Many of the “Bush era” tax cuts are set to expire come year-end which, … Read More

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