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Joseph Notarfrancesco
Oppenheimer
Oppenheimer is a global financial institution offering Wealth Management, Capital Markets, and Investment Banking solutions. We have been providing customized strategies centered on the goals of our...
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Travis Cullman
CFP®, CPFA
SageSpring Wealth Partners
SageSpring Wealth Partners operates as a family. We build our relationships through trust. Over time, we come together to serve you in your pursuit of financial independence and a plan for the future....
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Thomas "Casey" Loper
Cornerstone Wealth Management
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite...
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Mike Musco
Equilus Group, Inc
A team of talented financial professionals, working together to leverage our broad spectrum of skill sets to provide a comprehensive suite of financial services. Our home office is in downtown...
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Beren Anderson
LUTCF®
BSA Wealth Advisors
As your financial planner, it's our fiducial responsibility to ensure the advice presented is in your best interest, and it supports decisions that protect your family, businesses, and investments. ...
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Gabriel Bustamante
CFP®
MassMutual
MassMutual is a mutual company. That means we don't have shareholders. And we're not in business to satisfy Wall Street analysts. We operate for the benefit of our members, policyowners, and...
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Latest Blog
11 Min Read
26 Sep 2025
The Hidden Cost of Rolling Over Your 401(k) to an IRA
Every time you consider moving your retirement savings from your old employer’s 401(k) into an Individual Retirement Account (IRA), you hear that it’s simple, smart, and often more flexible. You gain more control over which instruments you can invest in and eliminate the hassle of juggling multiple accounts. But there’s...
9 Min Read
18 Sep 2025
5 Step Guide on Building Wealth
By the time you reach the midpoint of your career, the financial landscape changes. Instead of starting to save, the urgency is more about making your money work harder, faster, and more predictably. Retirement is now a visible point on the horizon, and thus, every decision now carries more weight...
10 Min Read
17 Sep 2025
How to craft the perfect financial plan for short, medium and long term goals
Financial planning is not a singular decision; it’s a series of well-timed, interconnected moves. Each move serves a different purpose, yet all must align with one overarching objective: securing your future on your terms. Short, medium, and long-term financial goals are the scaffolding for that future. They dictate how you...
Popular Articles
Best Retirement Calculators to plan Retirement
It is said that a goal without a plan is just a wish. This holds true even for retirement planning. You dream of a peaceful retired life. To achieve that you must plan for your golden years well in time. Various retirement tools make your task easier. For example, a...
How to Diversify Your Portfolio the Right Way
The world of investment is complicated. Whether you are a novice or seasoned investor, the financial world can be intimidating. However, the ultimate key to successful investing is diversification. Diversification is an effective portfolio management strategy where your funds are invested across different securities to minimize risk and maximize profits...
How to Determine If Your Financial Advisor Is Doing a Good Job Each Year
The decision to hire a financial advisor is a prudent move. Seeking professional advice can provide valuable insights and a roadmap to achieve your financial goals with strategic planning. But the world of financial advice is crowded. While some advisors bring qualifications, expertise, and a commitment to your financial well-being,...
How to Determine Your Investment Risk Tolerance Level
Investment and risk are two closely related concepts. Risk refers to the potential for loss or negative returns when you invest your money in a market-linked security. There are different types of risks, including market, credit, inflation, and liquidity risk, among others. While no investment is entirely devoid of risk,...
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Top Financial Concerns
Retirement
Planning for retirement is crucial for a comfortable future. Start early to manage finances, find investments, and stay updated on financial trends. Seek advice to ensure a worry-free retirement filled with hobbies and time with loved ones...
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Good financial management means saving and investing wisely. Save for short-term needs, but also invest in assets like real estate and stocks for long-term growth. Your budget depends on your situation. If unsure, learn about investing for a secure financial fut...
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Fee-Only Financial
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Fee-only advisors offer unbiased guidance, charging solely for advice without earning commissions. This ensures recommendations are solely based on client needs. Services include comprehensive financial solutions with fees based on assets managed, flat rates...
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Advisors
Fee-based advisors charge a set fee for their services, like a retainer or hourly rate, with additional income from commissions. Despite commissions, they prioritize clients' interests.
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Designations
Understanding Your Advisor's Designations
Finding the right financial professional amidst numerous options can be daunting. Advisors distinguish themselves through their qualifications, experiences, and education, including specialized designations. Look for respected designations like CFPs, CFAs, and ChFCs, indicating adherence to strict criteria regulated by State and local agencies.
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