Rich Ricci
It’s time to create or update, estate plans If you, your adult children, or other family members haven’t created an estate plan or have one but the documents may be outdated, today’s unprecedented times are a reminder of how vital having an up-to-date plan can be, particularly a health care directive that you may need…
Read more...Between the COVID-19 pandemic, widespread social protest, various natural disasters, and several hotly contested elections, the year 2020 was one pretty much impossible to even begin to predict. Such a volatile and uncertain environment may make setting and sticking to an investment plan seem like an exercise in futility. Yet the best investment plans are…
Read more...By Richard Ricci Taking these ten actions before year-end will help ensure you’re still working toward your financial goals—and that you’re prepared for the upcoming tax season. Review your portfolio with your financial advisor to help ensure your allocation still aligns with your goals. Ask your financial advisor for a realized and unrealized gain/loss report…
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