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Daniel C. Polizzotti, CFP®, ChFC, CLU, AIF®

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Are You Reliving Your Financial Mistakes Over and Over?

According to tradition, if the groundhog comes out of its hole on this day and sees its shadow, it gets scared and runs back into its burrow, predicting six more weeks of winter weather. No shadow means an early spring. It's the same tradition every year, and if we've learned anything from the 1993 Bill Murray classic movie, it's that the day can also repeat itself, over and over, until you figure out a way to break the cycle of your mistakes.The same applies to financial mista
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Top 4 Financial Concerns for Millennials/Young Investors

Financial literacy is important at any age. When you are young, having a good understanding of how to manage your finances will set you up for success - however you define that - in your later years. Here are the top 4 financial concerns for young investors today.
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Top 4 Financial Concerns for Millennials/Young Investors

Financial literacy is important at any age. When you are young, having a good understanding of how to manage your finances will set you up for success - however you define that - in your later years. Here are the top 4 concerns that young investors are focusing on.
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How does Secure Act 2.0 affect inherited IRAs?

What are the changes to the Secure 2.0 IRA? Under the law before SECURE 2.0, you generally had to take required minimum distributions (RMDs) from your retirement plan beginning at age 72. SECURE 2.0 increased the required minimum distribution age
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Setting Financial Goals

The new year is the best time to reassess and set new goals. What do you imagine for your future? What are your goals for 2023? In an effort to make "financial wellness" more than just a phrase you hear when you visit your financial advisor, we put together 12 steps to help you improve how you handle your money.
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The Basics of Medicare

As you get older, you'll probably start hearing more about Medicare. You might not really know what it's all about and why it should matter to you. Let's break it down so that you understand why it's important and how to go about benefitting from it.
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Boost Your Budget IQ

How's your budget IQ? Are you savvy or are you winging it?
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7 Tips for Financial Success in College

Graduation is in the air. Are you (and your child) ready for college?
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Retirement 2022

Have you thought about funding your retirement? There are a few things you'll want to consider.
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The Power of Compound Interest

How Does Compound Interest Work? You deposit money into the bank, and the bank pays you interest on your deposit.
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Cyber Security in 2021 Keep Your Data and Devices Safe form Hackers and Scams

Our job is to protect your assets and investments, but with most communications and transactions occurring online, we want to be sure you know how to protect your data and devices from cyber attacks and scams.
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Understanding Financial planning

Financial Planning is a lot like vacation planning. You need to ask many questions to create the right trip. You decide on a destination, do research, and weigh your choices to give yourself the best experience. Many of the same questions go into developing a financial plan; you need to establish goals and make decisions about money, timing, security, and how you will get there. Key to making good decisions is having the right information.
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Rational Thinking During Volatile Times

In your investing lifetime, you will live through periods of market volatility that may cause you to second guess your investment strategy. The level of volatility we’ve seen during the COVID-19 pandemic is rare.
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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck