Financial Planning and Investment Services Bertucci & Labiche, Wealth Management, LLC was founded to provide independent and objective investment advice.
With more than 45 collective years of financial planning experience, our managing partners are committed to providing the knowledge and confidence to our clients to develop a realistic and insightful investment plan.
11/30/2023
Extended-care insurance is one of the most complex types of insurance you may consider. Learn more.
What to Look for in an Extended-Care Policy Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
11/27/2023
Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
Medicare Advantage 101 Overview of Medicare Advantage, what’s in them, special rules, and more.
11/25/2023
A may make sense, but you need to set proper expectations.
Making Sense Of A Home Warranty Understanding the value of a home warranty.
11/23/2023
Your may impact what you pay for auto and home .
Does Your Credit Score Affect Your Insurance Rates? Your credit score may influence how much you pay for auto and home insurance.
11/20/2023
You are unique. Your goals and needs should be the basis of any financial strategy you follow.
A Look at Whole Life Insurance Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
11/18/2023
Doing some ? There's one item that most homeowners overlook when undertaking remodeling projects.
The Most Overlooked Item of Any Home Improvement The item most homeowners forget on their home improvement project checklist is insurance.
11/16/2023
Does your cover you if you get into an accident with an uninsured driver?
Protection Against Uninsured Drivers You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
11/13/2023
This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth.
Building a Solid Financial Foundation Sustain financial well-being or create wealth through these actions.
11/11/2023
If you thought that payouts from life insurance are tax-free in all cases, think again.
When Life Insurance Becomes Taxable Life insurance proceeds are generally tax-free. But not in all cases.
11/09/2023
The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?
The Value of Insuring Against Life’s Risks Building wealth requires protection from the forces of wealth destruction.
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