Tom McDermott

Tom McDermott Financial Planning, Wealth Management, Insurance Planning life and disability insurance) as well as retirement and investment planning.

Work with families and individuals, in all age ranges, for financial protection through insurance products (i.e. Areas of focus are for those just starting out and want to accumulate wealth, and pre/post-retirees for income distribution in retirement. Also work with small to medium sized businesses for group insurance plans and business continuation/succession planning. Insurance and Financial Products Offered:
Life (Term and Whole), Disability Income, Long-Term Care, Accident/Cancer, Group Supplement Coverage, Annuities, and other financial products

I am licensed to sell insurance in: NY, NJ, MA, FL, NC, SC, CA, MD, GA, VA, ME And securities licensed in: NY, NJ, FL, CA, PA, VA I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 420 Lexington Avenue, Suite 2510, New York, NY 10170, 212-578-0300.

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would...
10/09/2026

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would you do with yours?

This article examines one's options when receiving a work bonus or other financial windfalls.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

Ben Franklin used compound interest to make big contributions to his two favorite cities.
10/07/2026

Ben Franklin used compound interest to make big contributions to his two favorite cities.

Learn how to harness the power of compound interest for your investments.

How prepared are you for retirement?
10/05/2026

How prepared are you for retirement?

This checklist can give you a quick snapshot of how prepared you are.

As health care expenses continue to climb, faster than wages and inflation, many American families struggle to afford ne...
10/02/2026

As health care expenses continue to climb, faster than wages and inflation, many American families struggle to afford necessary medical care. But tools are available to help ease the financial burden. HSAs and FSAs might help your household.

How HSAs and FSAs might help your household.

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial ...
09/30/2026

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial crisis. What does such concern or uncertainty mean for your future and your financial strategy?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by th...
09/28/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

See how catch-up contributions after age 50 could significantly boost your retirement balance.

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
09/25/2026

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing h...
09/23/2026

Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

Learn how to maximize your Qualified Charitable Distributions!
09/21/2026

Learn how to maximize your Qualified Charitable Distributions!

Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).

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