If you missed our webinar on November 30th, you can view the recorded version here. Nick Petronelli, Financial Advisor at Sylvia Financial, reviewed the basics of investment planning, fundamental investment concepts, available investment options and general investment strategies. Watching this webinar will assist you in thinking about your own investment needs and may help you in determining [...] Read more »
Retirement Income Planning Webinar
Watch the recorded version of our recent webinar dealing with retirement income planning. As you get closer to retirement, it’s time to turn your attention from accumulation to distribution. That’s what retirement income planning is all about-understanding how much income you’ll need during your retirement years to support the retirement lifestyle that you want, and [...] Read more »
November 30th Investment Webinar
A Guide to Your Investment Options November 30th, 2011 @ 10am & 6pm Nick Petronelli, Financial Adviser at Sylvia Financial, will review the basics of investment planning. In this presentation, we’ll look at some fundamental investment concepts, review available investment options and consider some general investment strategies. We’ll also spend some time discussing how you might [...] Read more »
Market Volatility and Your Emotions
When dealing with a volatile market, sometimes the most difficult challenge is to manage your emotions. If you decide you need to re-examine your game plan, it should be done with as much care as you put into developing that plan in the first place. Your financial professional may be able to help you decide [...] Read more »
Disability Myths
You probably don’t think twice about insuring your home, car and other personal assets. But what about the income that allows you to purchase those assets? People who don’t have any or enough individual disability income (DI) insurance often make their decision based on common myths: Myth #1: I can rely on my savings. Fact: [...] Read more »
Tax Relief Act
The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 The Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010, signed into law on December 17, 2010, is the end result of President Obama’s compromise with the GOP to extend the “Bush tax cuts” set to expire at year-end. In addition [...] Read more »
FSA Eligible Expenses
Please Note: This is not a complete list and some items may not be eligible according to your plan. Health care reform imposes that effective January 1, 2011, all OTC medicine items will require a prescription or letter of medical necessity to be eligible for reimbursement. Acupuncture Alcoholism Treatment Ambulance Artificial Limb Autoette/Wheelchair Bandages Breast [...] Read more »
Caring For Aging Parents
What is it? Caring for your aging parents is something you hope you can handle when the time comes, but something you probably hope you never have to do. Caring for them means helping them plan for the future, and this can be overwhelming, both physically and emotionally. When the time comes for you to [...] Read more »
Why Purchase Life Insurance?
We’ve all heard about the importance of having life insurance, but is it really necessary? Usually, the answer is “yes,” but it depends on your specific situation. If you have a family who relies on your income, then it is imperative to have life insurance protection. If you’re single and have no major assets to [...] Read more »
What Key Estate Planning Tools Should I Know About?
Planning is a part of nearly everything we do in life. It’s even a part of dying. How will you preserve your assets from estate taxes and probate fees? How will you ensure distribution according to your wishes? Who will make financial and medical decisions in the event of your incapacity? By taking steps in [...] Read more »
