Phillip Di Rocco

Along with providing important coverage, the potential for dividends* can be key to the overall value that participating whole life insurance offers.

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*Dividends are not guaranteed.

A new law is making it easier for Americans to do both. Learn how you can take advantage in 2024 and beyond.

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For those working freelance, tax requirements can be very confusing. Knowing where you stand helps your long-term financial goals stay within reach.

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Interest rate uncertainty is still in the forecast with the CME FedWatch Tool currently reflecting an 84% chance that the Federal Reserve does not adjust rates at their March FOMC meeting. Expectations change, but having your equity and fixed income portfolios positioned for the long-term can help bring balance.

Reach out if you have questions about the current interest rate environment and your investment strategy.

Kickstart your year by setting financial goals. Download the checklist to begin: https://bit.ly/3SZHAkI.

Building a solid retirement plan is key to your success as a business owner. Plan smart and thrive longer. Let’s connect.

One of the best ways to show your love on is to build a strong foundation to help protect your loved ones. Let’s talk!

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Don’t overlook variable annuities in a bear market. Offering various protections such as death benefits and guaranteed lifetime income, variable annuities provide a less risky method to use the market to grow your savings. Let’s chat and see if a variable annuity makes sense for you.

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Feel empowered to build a secure future for you and your employees. Let’s discuss financial strategies to support your business.

Understanding how your financial assets will be taxed is an important part of your financial picture. Let's discuss tax diversification options and the possible outcomes.

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Overpaying on income tax throughout the year could result in a larger tax return. Let's talk about ways to put that money toward your future financial goals.

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