Ciccarelli Advisory Services, Inc.

09/30/2026

What’s your most valuable asset? You might be surprised.

Your knowledge, skills, talents and ability to earn an income can be among your greatest financial assets. Investing in yourself — through education, experience and continued learning — can pay dividends throughout your life.

And if you’d like to keep going, explore all 12 Steps in our book, The Steps to Financial Independence, or listen as Kay Anderson and Jasen Gilbert join Jill Ciccarelli Rapps on the SpelLIFE podcast to talk about the ideas behind the Steps.

📖 Read the book:https://static.fmgsuite.com/media/documents/22ca6045-ebfd-4ec3-9b4b-9c0a9f103542.pdf
🎙️ Listen to the podcast: https://www.spellife.org/podcast/episode/4ab22363/jasen-m-gilbert-cfp-and-kay-m-anderson-cfp-12-steps-to-financial-freedom

One step at a time. One good decision at a time.

09/30/2026

In 2022, over half of Americans recognized the importance of estate strategy, but findings from a 2025 study show that more than 50 percent don't have a will today. If that applies to you, today’s the day to turn that around!
Source: Caring.com February 18, 2025
https://www.caring.com/caregivers/estate-planning/wills-survey/

09/29/2026

Estate management can be a difficult subject and an uncomfortable conversation. That said, getting your estate on track can be vital for the well-being of your family. Not convinced? Unfortunately, too many people have either put off this task or let the discomfort overwhelm them. The good news is that you can change that today.

Source: Caring.com February 18, 2025
https://www.caring.com/caregivers/estate-planning/wills-survey/

09/25/2026

09/24/2026

Talk with your financial professional about .

09/17/2026

Feeling overwhelmed about managing your inheritance? You're not alone. Many individuals expecting an inheritance are uncertain about handling their newfound wealth. In fact, nearly twice as many women (23%) feel uncomfortable managing their inheritance compared to men (12%). Seeking guidance from a trusted financial professional may help provide the support needed to navigate this transition successfully.

What's your experience with this? Does the data reflect your own personal experience?


Source: NewYorkLife.com, July 19, 2023

09/15/2026

The New York Life Wealth Watch survey reveals some eye-opening statistics about the "Great Wealth Transfer." On average, adults who expect to receive an inheritance anticipate a value of $738,724.23. However, 58% of them anticipate inflation to impact the value significantly. It's essential to have a strategy in place to manage your inheritance.

Source: NewYorkLife.com, July 19, 2023

09/14/2026

Thinking about what kind of legacy you’d like to leave? A charitable foundation may be right for you. Check out the video to learn more:

Want to do more with your wealth? You might want to consider creating a charitable foundation.

09/11/2026

On this Patriot Day, we honor the strength and resilience of our nation. Let's remember the lives lost and the heroes who emerged on that fateful day. May their courage inspire us to stand united, always.

09/10/2026

Did you know that not all individuals inheriting wealth are confident in managing their newfound funds? Only 42% of adults expecting an inheritance feel very comfortable financially handling it. Furthermore, inflation is expected to have a medium-to-large impact on the sum inherited by 58% of adults. It's crucial to prepare and consider seeking guidance to make the most of your inheritance.

Source: NewYorkLife.com, July 19, 2023