If you are an educator who is approaching retirement, deciding when and how to take your pension is often the most important decision to be made when planning your retirement. Understanding all of your payout options available through the Massachusetts Teachers’ Retirement System (MTRS) is crucial to insure a well thought out, educated decision is [...] Read more »
Long Term Care for Public School Employees
A recent statistic states that in the next 10 years over 19,000 Massachusetts teachers, administrators and staff will be retiring from the public school system. Your family’s future plans and dreams are important and you should not overlook the possibility that down the road, if you or a loved one needs some kind of long [...] Read more »
Business Strategies Webinar Series
We are pleased to be offering a three-part webinar series entitled ‘Business Strategies: What You Need to Know Now about Benefits and Financial Planning’. Our first session will be help at 10:00 a.m. on Thursday, November 1st. Click here to register for the November 1st webinar. Looking ahead, we are presenting ‘What Do Changes in [...] Read more »
Business Strategies: What You Need to Know Now about Employee Benefits
If you are a business owner or person responsible for the benefits of your employees, how do you know which health insurance plan is best for you and your employees? Join us on September 25th from 8:00 – 10:00 a.m. at the Country Club of New Bedford for a presentation entitled “Business Strategies: What You [...] Read more »
Retirement Planning for Teachers
In this recorded webinar, Nick Petronelli, our Financial Adviser, provides an overview of how to go about establishing a plan for retirement. At Sylvia Financial, we recognize that teachers and administrators confront issues that can be fairly unique. Our goal is to be a local resource to assist in making smart financial planning decisions. Please click [...] Read more »
Please Join Us for a Seminar on May 3rd
Are You Prepared for the Increasing Costs of Long Term Care? You may have sufficient assets to pay for long term care, but using your retirement income may not be the most efficient way to handle these costs. At Sylvia Insurance, we want to keep you updated on new and innovative products so you can make [...] Read more »
The Road to Maximizing Your Pension: Understanding Your Options Beyond A-B-C.
In this recorded webinar, Stephen Mitchell, our Business Development Executive, reviews the long-term impact of your retirement income choice. He will also explain a long overlooked life insurance strategy designed at maximizing your decision called “Pension Maximization”. Click the link below to watch this informative webinar and contact us with questions at any time. http://vzaar.com/videos/963500 Read more »
Understanding the Fundaments of Investing – Webinar Recording Available
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 »