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Cerulli finds older, affluent clients are wary of AI in financial advice, while younger investors are more open. Advisors say transparency, clear value, and strong data security are critical to building client trust.

The great wealth transfer is underway, yet 45% of Americans lack estate plans. This gap presents an opportunity for advisors to educate clients on accessible tools and tailored strategies to secure their legacies effectively.

Federal student loans generally don't need a cosigner, except for Direct PLUS loans with adverse credit. Most undergraduates require a cosigner for private loans. Cosigners take on financial risk and can help secure better loan terms.

Refinancing student loans replaces current loans with a private loan to reduce interest rates and monthly payments. It's suitable for borrowers with strong credit, but results in the loss of federal protections. Compare lenders carefully.

Prequalifying for a personal loan helps you check potential rates and terms without hurting your credit score. Review lender criteria, improve your credit, and compare offers from multiple lenders to secure the best deal.

"How do I make my money last while still enjoying the life I’ve worked so hard for?”

Domenick D'Andrea, AIF®, CRC®, CPFA®

Tuesday, September 2, 2025

DanDarah Wealth Management collaborates with Income Lab for tailored retirement income planning, creating sustainable strategies that adapt to life changes, balance present and future needs, and provide clarity and confidence for retirees.

While a weak dollar raises costs for retirees traveling to Europe, options remain. Explore lesser-known areas, take shorter trips, and choose alternatives like Airbnbs. Creative planning and local experiences can help reduce expenses.

The Biggest Risk to Retirement Income

Domenick D'Andrea, AIF®, CRC®, CPFA®

Tuesday, July 8, 2025

Healthcare costs pose a major threat to retirement income, with retirees expecting to spend up to $285,000. Long-term care insurance can help safeguard your assets and ensure you receive the care you prefer. Plan wisely today!

How Inflation Impacts Retirement Income

Domenick D'Andrea, AIF®, CRC®, CPFA®

Tuesday, July 1, 2025

Inflation affects grocery costs and gas prices, but it also impacts retirement income through Social Security and pensions. Discover how inflation influences your finances and strategies to protect your long-term financial goals.

Many older Americans, including near-retirees, are burdened by student loans, with 6% of those 50+ carrying an average debt of $62,000. Strategic planning for managing both loans and retirement savings is crucial for financial stability.

Millions of Americans risk retirement insecurity, scoring an average of 45.8 on the IRALOGIX Index. Major issues include inadequate healthcare planning, low savings, and high long-term care costs. Proper preparation is vital for security.

APR represents the total cost of a loan, including interest and fees, offering a clearer view than interest rates alone. When borrowing, always compare APRs to understand true borrowing costs and get the best deal.

President Trump introduced higher tariffs on imports, then paused them for 90 days, excluding China. Experts warn against panic buying and encourage assessing needs, advising purchases of essentials likely to increase in price later.

Refinancing my federal student loans cut my interest rate and simplified payments, despite sacrificing federal benefits like forgiveness. It worked for me due to my financial stability, but consider future needs before refinancing.

Estate Planning

Domenick D'Andrea, AIF®, CRC®, CPFA®

Thursday, April 3, 2025

Thrilled to announce Wealth.com is now approved by Cetera for DanDarahWealth Management! This innovative platform modernizes estate planning during the Great Wealth Transfer. Let's empower clients to make informed legacy decisions together!

Wealthy retirees can live on portfolio income with the right investments and strategies like the 4% rule. However, success depends on market conditions. Consulting a financial advisor can help design a solid retirement plan.

Direct Unsubsidized Loans offer easy access for students but accrue interest immediately, increasing long-term costs. Knowing hidden fees and making interest payments can aid repayment. Explore scholarships and work-study to lower borrowing

Monthly payments on a $30,000 student loan depend on interest rates and terms. Federal loans offer flexible changes, while private loans require refinancing. Income-driven plans can help lower payments.

Change federal student loan repayment plans by contacting your lender, but private loans require refinancing. Use the loan simulator for options. Many U.S. adults seek better strategies for student debt.

Cosigning affects credit; monitor payments. Federal loans allow flexible plan changes, but private loans may need refinancing. Use the loan simulator for options. Many U.S. adults seek better repayment strategies.

Need to pay for college without financial aid? Look into scholarships, grants, and part-time work. Calculate total costs, seek external funding, and choose budget-friendly schools or living arrangements to minimize expenses. #CollegeFunding

Federal and private student loans can help fund certificate programs, but eligibility varies. Consult your school's financial aid office and consider grants, employer reimbursement, or personal savings as alternative funding options.

In January, Social Security payments rose 2.5% for 72.9 million Americans, including 582,000 Long Islanders. The new Fairness Act could enhance benefits for public employees but raises concerns about the program's long-term solvency.

Accredited online schools can access federal loans via Title IV and FAFSA. Choose private lenders carefully. Explore scholarships and employer tuition programs for extra financial aid.

Federal and private loans can fund certificate programs but check eligibility first. Federal loans offer benefits, though not all programs qualify. Private loans are another option. Seek guidance from your school’s financial aid office.

Refinancing private student loans can lower interest rates and simplify repayment. Consider potential savings against losing benefits, and compare offers for better terms, rates, or loans consolidation to find what's best for you.

Private student loans offer limited flexibility with full, deferred, fixed, or interest-only payments. Refinancing requires credit and income proof. Interest accumulates immediately, and income-driven plans are uncommon.

The full Social Security benefits age rises to 66 years and 10 months, moving to 67 by 2026. Claiming early at 62 cuts payouts, while delaying increases them by 8% annually. Raising the retirement age further meets political resistance.

MBA students should start with scholarships and grants, then federal loans for benefits like IDR plans. Private loans can fill funding gaps, especially for high earners, but lack federal protections.

Explore student loan options early for spring 2025. With federal loan limits, private loans might offer better rates. Boost your credit, compare offers online, and consider a cosigner for improved terms. Start soon to secure the best deal!

Rehabilitation erases default from credit but takes nine months. Consolidation is faster, resolving default quickly but keeps it on credit history. Choose based on your priority: credit repair or urgency.

CDs provide stable returns but less liquidity. Rates, once high post-pandemic, are now dropping. Experts advise using CD laddering to counter rate risks and suggest tailoring strategies to individual goals and risk tolerance.

Federal student loans typically don't require a cosigner, except some Direct PLUS loans if credit is poor. Over 90% of private loans need cosigners due to credit checks. Consider federal loans or no-cosigner private options for financing.

After pandemic-induced inflation spiked mortgage rates over 7% and home prices soared, recent Fed cuts offer relief. However, persistent supply-demand issues may keep prices high, despite potential December declines, through 2025.

Credit card debt hits $1.17T, up $24B in Q3 2024. With high delinquencies, experts recommend December for debt forgiveness due to low activity, high interest rates, and starting 2025 fresh.

CDs offer stable returns and are appealing for low-risk investments, even if rates decline. They're ideal for short-term goals but may require reevaluation as the market changes. Considering alternatives could be advantageous in 2025.

As CDs mature, investors should avoid auto-renewal and consider options like reinvesting at competitive rates, addressing immediate financial needs, or exploring alternatives like I Bonds and equities, based on risk tolerance and goals.

With rate trends uncertain and a new administration incoming, those with good credit might consider securing a personal loan now, as rates remain more favorable than credit cards and waiting for lower rates might not be beneficial.

A HELOC offers low rates for paying off high-interest debt, flexible borrowing, potential tax benefits on home improvements, and affordability compared to personal loans or credit cards, making it financially appealing now.

With recent Fed rate cuts, refinancing a home equity loan might save costs if rates are lower than your current one. Consider immediate savings against waiting for further expected cuts in 2024-2025 before deciding.

In the post-pandemic era, certificate of deposit (CD) interest rates soared with many offering rates above 5%. These rates, which were the highest in years, were prompted by multiple increases in the benchmark interest rate as part of...

Loans secured by the equity in your home are often very affordable. This was true even as rates climbed in the post-pandemic era thanks to surging inflation, which caused the Federal Reserve to raise the benchmark rate. While most debt...

Homeowners and homebuyers hoping for low mortgage rates have had a rough few years. After rates fell to record lows during the pandemic, they soared in the years following as the Federal Reserve repeatedly raised interest rates to...

Certificates of deposit have long been a safe investment, but they've become a more attractive one in recent years as CD rates surged. CD yields were driven up by repeated increases in the federal funds rate as the U.S. Central Bank...

Americans collectively owed $1.14 trillion in credit card debt as of the second quarter of 2024, according to the Federal Reserve. This is up 5.8% year-over-year and reflects a $27 billion increase from the previous quarter. While many...

Celebrate National Hispanic Heritage Month

Domenick D'Andrea, AIF®, CRC®, CPFA™

Saturday, September 14, 2024

From Sept. 15 to Oct. 15 we celebrate National Hispanic Heritage Month. It’s time to honor the culture and contributions of the Hispanic and Latin Americans that make up our great nation. National Hispanic Heritage Month started as a...

While credit cards have long been known as an expensive form of debt, card annual percentage rates (APRs) have risen dramatically in recent years. In fact, the average APR almost doubled in a decade and hit the highest level ever...

Summer is traditionally home-buying season, but a Gallup poll released this past May found that 76% of Americans said it was a bad time to make a purchase. High mortgage interest rates and high home prices made the market unattractive...

The rising cost of healthcare has led many Americans to take on a significant amount of debt to get the care they need. More than 40% of Americans reported having medical debt in early 2024, according to KFF.org, an independent health...

When’s The Last Time You Had a Review of Your Retirement Plan?

Domenick D'Andrea, AIF®, CRC®, CPFA™

Wednesday, June 5, 2024

You’re helping your employees reach a better tomorrow—you deserve the same level of support from your retirement plan advisor. From evaluating vendors and creating adaptable plans to staying on top of compliance, we’ll maximize the...

Are Your Employees Getting the Answers They Need Regarding their Retirement Plans?

Domenick D'Andrea, AIF®, CRC®, CPFA™

Wednesday, May 29, 2024

Retirement plans can be complex. For your employees to appreciate—and benefit from—their workplace retirement savings they may benefit from deeper financial education. As partners, your team becomes ours, and their wellness becomes a...

Are Your Retirement Plan Fees Too High? Let’s Take a Closer Look!

Domenick D'Andrea, AIF®, CRC®, CPFA™

Wednesday, May 22, 2024

Retirement plans include various fees that can impact your employee’s returns over the long-term. These fees, spanning administrative and investment management, come from both the plan provider and the individual funds within it....

Have You Set Up Your Plan to Achieve a 90%+ Participation Rate

Domenick D'Andrea, AIF®, CRC®, CPFA™

Wednesday, May 15, 2024

A well-designed workplace retirement plan can help recruit and retain employees—but how many of them are actually participating? With the right education and plan design features, we typically see 93% of employees participate in a...

Use Tax Credits to Lower Retirement Plan Start-Up Costs

Domenick D'Andrea, AIF®, CRC®, CPFA™

Wednesday, May 8, 2024

Did you know you may be able to offset the start-up costs of a retirement plan for your business with a plan startup tax credit? This new provision of the tax code was designed to help businesses with up to 50 employees help their...

Understanding Your Role as a Retirement Plan Sponsor: How We Can Help

Domenick D'Andrea, AIF®, CRC®, CPFA™

Wednesday, May 1, 2024

Offering your employees a retirement plan involves adhering to regulations that safeguard you and your business against potential liabilities. As a plan sponsor, you have fiduciary responsibilities to ensure the plan is working in the...

Cash Balance Consultant

Domenick D'Andrea, AIF®, CRC®, CPFA™

Tuesday, April 30, 2024

🔹 Enhance Your Financial Strategy with Cash Balance Plans 🔹 Are you striving to elevate your financial well-being and secure a prosperous retirement? Whether you are a high-income professional, an established business owner, or...

6 Vital Questions You Need to Ask When Planning for Retirement

Domenick D'Andrea, AIF®, CRC®, CPFA™

Tuesday, April 23, 2024

6 Questions to Ask When Planning for Retirement Financial security in retirement doesn’t happen by accident.

A Key Way to Help the Employees Turn Dreams into Reality? A Retirement Plan

Domenick D'Andrea, AIF®, CRC®, CPFA™

Thursday, April 18, 2024

A retirement plan is good business for your business—that’s why more than 100 million Americans* are invested in workplace retirement plans.

NAPA RI(k)™ Certificate

Domenick D'Andrea, AIF®, CRC®, CPFA™

Thursday, February 22, 2024

So thrilled to announce that I've successfully completed the Retirement Income for 401(k) Plans or RI(k)™ Certificate course! This achievement has greatly expanded my understanding of retirement income solutions.

DanDarah Go Planning Process

Domenick D'Andrea, AIF®, CRC®, CPFA™

Tuesday, October 17, 2023

This comprehensive process is specifically designed with you in mind, delivering a consistent experience tailored to your unique life phases and goals.

By Ayo Mseka Only 10% of non-retired Americans will wait until 70 to receive their maximum Social Security benefit payments, according to the 2023 Schroders U.S. Retirement Survey. This includes 17% of non-retired respondents on...

The 6 Biggest Mistakes DIY Investors Make and How to Avoid Them

DanDarah Wealth Management

Tuesday, July 25, 2023

IntroductionOver the last several months, I have met with quite a few self-proclaimed do-it-yourself (DIY) investors who, after struggling with the markets in 2022, approached me asking for a second opinion. Interestingly, almost every...

How the SECURE 2.0 Act Changed 529 Plans

DanDarah Wealth Management

Tuesday, July 11, 2023

Changes to 529 plans in the SECURE 2.0 ActThe SECURE Act was initially passed by Congress at the end of 2019 and was intended to improve retirement savings opportunities. It was a big deal at the time and the most significant piece of...

Health Savings Accounts: Pros, Cons, and Retirement Considerations

DanDarah Wealth Management

Thursday, July 6, 2023

What if your child needs braces? The cost may be as much as $6,000 for metal braces—more modern versions can run as much as $13,000. Your health insurance may cover only a portion of the cost. If you're well past the braces stage...

Top 7 Most Common Estate Strategy Mistakes (and How to Avoid Them)

DanDarah Wealth Management

Thursday, June 22, 2023

Getting your affairs in order and outlining what you want done with your estate after you’re gone is one of the greatest gifts you can leave your loved ones. However, not preparing for the transfer of your assets can lead to...

Navigating the Costs of Senior Care: Tips for Preparing for Long-Term Care

DanDarah Wealth Management

Wednesday, June 14, 2023

Senior care costs can be overwhelming, particularly when long-term care is required due to illness or medical conditions. With the number of seniors in the U.S. expected to rise exponentially by 2030, it's crucial to be prepared for...

Living Trusts: Understanding the Basics and Key Considerations

DanDarah Wealth Management

Thursday, May 25, 2023

Estate management can be a complex and daunting task for many people, but it’s a critical step in helping your assets get managed and distributed according to your wishes.One popular tool that can be used in estate strategies is...

Trying to Time a Recession?

DanDarah Wealth Management

Thursday, May 11, 2023

Economies move in cycles – always have, always willThe Federal Reserve has been steadily increasing interest rates in an attempt to slow the rate of inflation. Its efforts are yielding some results, although inflation remains...

What Factors Have the Greatest Impact on Your Credit Score?

DanDarah Wealth Management

Friday, April 28, 2023

Fun fact: You probably have dozens of credit scores out there, and each one might be a different number.You’re probably familiar with a credit score, why it’s essential, and what it’s used for, but do you know how...

Important Financial Considerations to Make When Remarrying Later in Life

DanDarah Wealth Management

Monday, April 17, 2023

Discussing personal finances is important for any couple preparing for marriage. However, this topic can be more complicated for those who remarry later in life.If you’re remarrying later in life, one of your goals should be to...

Top Considerations to Help Adult Children Be Better Prepared As You Age

DanDarah Wealth Management

Wednesday, April 12, 2023

As we get older, it’s important that our adult children are prepared to manage any aging-related situations that may arise. This includes everything from having to make medical and financial decisions to determining assisted...

Tips for Raising Financially Literate Children

DanDarah Wealth Management

Monday, March 20, 2023

Every parent wants the best for their children and strives to prepare them to lead a happy, healthy, and successful life. But, despite understanding the importance of financial responsibility, only 28 percent of parents speak to their...

Transitioning to Medicare from Private Health Insurance Plans

DanDarah Wealth Management

Monday, March 6, 2023

Transitioning from Private Health Insurance Plans to MedicareAs you approach retirement age, you may be anticipating transitioning from your private insurance to Medicare, which is a federal health insurance program that provides...

Where to Put Excess Cash

DanDarah Wealth Management

Wednesday, February 15, 2023

According to the Investment Company Institute, near the end of 2022, there was more than $4.7 trillion in cash sitting in U.S. money market funds.1,2While cash can play a role in a diversified portfolio, historically, cash has not kept...

We can build you a strategy through our consultant plans.

DanDarah Wealth Management

Monday, February 13, 2023

Many of you like to invest on your own, but you don't have access to the technology or software to stress test your plan. That's where DanDarah Wealth Management comes in. We can build you the plan, help you analyze it, and...

Technology Guide for Seniors

DanDarah Wealth Management

Wednesday, February 8, 2023

By 2040, the U.S. Census Bureau estimates that 80 million people in the U.S. will be age 65 or older.1 Most of these senior adults will either want to—or need to—"age in place," living in their homes securely, independently...

Build your financial strategy with confidence

DanDarah Wealth Management

Monday, January 30, 2023

Build your financial strategy with confidence

2023 Tax Reference Guide

DanDarah Wealth Management

Wednesday, January 25, 2023

2023 Tax Reference Guide

What Is the Sequence-of-Return Risk and How Can Retirees Mitigate Its Effects?

DanDarah Wealth Management

Monday, January 23, 2023

With the possibility of a recession looming, it's natural for those nearing or in retirement to have concerns over their long-term strategies. After decades of accumulating a portfolio, the last thing retirees want is for a market...

SECURE Act 2.0: An Overview

DanDarah Wealth Management

Wednesday, January 11, 2023

In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement.The law is called SECURE 2.0, and it's a follow-up to...

Senior Fraud: How to Identify 7 Common Scams Targeting Seniors

DanDarah Wealth Management

Monday, January 9, 2023

When you've worked hard to build your retirement savings, you want to ensure you're taking every preventative measure to protect it. Unfortunately, more and more fraudsters and scammers are weaseling their way into the lives of seniors...

Is it time for a 401(k) review?

Cooper D'Andrea

Sunday, January 8, 2023

As one year ends and another begins, you naturally think about the state of your business – what is working well, and what could improve in the future. When was the last time you thought about the state of your company’s...

Lifetime Estate & Gift Tax Exemption Updates for 2023

Domenick D'Andrea, AIF®, CRC®, CPFA™

Wednesday, January 4, 2023

In October 2022, the Internal Revenue Service (IRS) announced tax changes for 2023 — changes primarily driven, in part, by the current inflationary environment. For affluent couples or individuals interested in transferring...

The Challenge of Raising Non-Materialistic Kids

Domenick D'Andrea, AIF®, CRC®, CPFA™

Monday, December 12, 2022

In today’s social media-obsessed world full of popular “influencers” targeting teens, pre-teens, and even younger groups, instilling values in your children and grandchildren about what really matters in life is more...

Contribution Limit Increases for 2023: Just What We Wanted to Hear

Domenick D'Andrea, AIF®, CRC®, CPFA™

Monday, December 5, 2022

In late October, the IRS announced that it is increasing contribution limits to retirement savings accounts in 2023. The changes, like many you are seeing, are a direct result of months of high inflation and financial uncertainty, some...

How FMG Helped DanDarah Wealth Management Build Brand Awareness Through Social Media

Year-End Financial Strategies

Domenick D'Andrea, AIF®, CRC®, CPFA™

Monday, November 28, 2022

The year is almost over, and it has certainly been a bumpy one for the financial markets and our economy. As financial professionals, we work with families to design investment strategies that help them pursue their goals for education...

Charitable Giving Strategies for 2022

Domenick D'Andrea, AIF®, CRC®, CPFA™

Monday, November 14, 2022

Key points:Over the past five years, affluent Americans increased their donations to charity by 48%.1Understand various strategies to help you maximize the impact of your charitable donations and your income tax savings.To qualify for...

How Does the Inflation Reduction Act Impact Healthcare? A Guide During Open Enrollment Season

Domenick D'Andrea, AIF®, CRC®, CPFA™

Tuesday, November 1, 2022

Key points:One of the biggest components of the Inflation Reduction Act is the changes to healthcare costs and coverage. The Inflation Reduction Act requires all pharmaceutical companies to rebate Medicare participants for the...

The Pros & Cons of ESG Investing

Domenick D'Andrea, AIF®, CRC®, CPFA™

Monday, October 24, 2022

If you haven’t heard much about ESG investing, you will. ESG has gone from a niche investment philosophy to a mainstream investment tenant. At the same time, it has gained the attention of corporations, politicians, regulators,...

The Benefits of working with an AIF Designee

Domenick D'Andrea, AIF®, CRC®, CPFA™

Saturday, October 15, 2022

Clients and Prospects are starting a conversation with are you a Fiduciary and the answer is yes. I am an Accredited Investment Fiduciary

It's Cybersecurity Awareness Month: 7 Steps to Protect Yourself

Domenick D'Andrea, AIF®, CRC®, CPFA™

Wednesday, October 12, 2022

Over 50% of consumers have fallen victim to a cybercrime, with a third of those attacks taking place in the past year alone. So there are 263 million American consumers. 131.5 million have been hit by cybercrime, with 44 million...

Will Your Social Security Check Be Taxed?

Domenick D'Andrea, AIF®, CRC®, CPFA™

Wednesday, October 5, 2022

Most people are used to having a percentage of their paycheck withheld for Social Security. The withholding rate in 2022 stands at 6.2% for individuals and another 6.2% for their employers, for a total of 12.4% per person.1 But...

September Is National Life Insurance Awareness Month

Domenick D'Andrea, AIF®, CRC®, CPFA™

Friday, September 2, 2022

It’s time for your life insurance checkup.September is National Life Insurance Awareness Month, so it’s a great time to review your coverage.1If you don’t have any life insurance, you’re not alone.

What You May Not Know About 529s

Domenick D'Andrea, AIF®, CRC®, CPFA™

Thursday, August 25, 2022

The end of summer and the start of the school year always seem to be a catalyst for conversations about college savings and where they fit into larger, long-term financial strategies. In particular, the 529 college savings plan, with...

All Recessions Are Not Created Equal

Domenick D'Andrea, AIF®, CRC®, CPFA™

Wednesday, August 17, 2022

With inflation at 40-year highs, the Fed is aggressively hiking interest rates; but it's a tricky proposition: raise rates too much and many fear the next recession is right around the corner. Markets have been reflecting that fear,...

Is Now a Good Time for a Roth IRA Conversion?

Domenick D'Andrea, AIF®, CRC®, CPFA™

Wednesday, August 10, 2022

Is Now a Good Time for a Roth IRA Conversion?We know that taxes are one of life’s two inevitables. So, the question is not if you will pay taxes on your retirement accounts, but when and how much. That’s where Roth IRAs...

Estate Planning Considerations for 2022

Domenick D'Andrea, AIF®, CRC®, CPFA™

Thursday, July 21, 2022

Is Your Estate Plan Tax-Optimized?Minimizing taxes is a common part of any estate planning strategy. Currently, it’s a relatively favorable environment for estate taxes, but tax rates can, and likely will change, which means...

Portfolio Check-Up

Domenick D'Andrea, AIF®, CRC®, CPFA™

Wednesday, July 20, 2022

Time for a Checkup?It’s summer. You’ll probably take the car in for a checkup before heading out on a road trip because you want to ensure the vehicle will get you to your destination. Should you treat your...

What is your Risk Number

Domenick D'Andrea, AIF®, CRC®, CPFA™

Wednesday, July 20, 2022

Clients often ask me, “What should I do?” With Riskalyze, clients feel more involved in their investing process because they’re in the driver’s seat. Check out the latest in our #SummerofSuccess by...

Do ESGs Fit Into Our Retirement Plan?

Domenick D'Andrea, AIF®, CRC®, CPFA™

Wednesday, July 6, 2022

Your workplace may be evolving in many facets, from remote options to new generations coming into the workforce. These changes reflect those of the larger social climate and, in turn, employee priorities, values and expectations.

I am honored to have been asked to discuss how I use Riskalyze to benefit my clients and prospects. The article was published in Barron's. If you would like to learn how I can utilize Riskalyze in your situation feel free to contact me.

It's FAFSA Time

Domenick D'Andrea,CRC®, CPFA™

Wednesday, March 3, 2021

It’s FAFSA time! As your student prepares for college, they can now fill out a Free Application for Federal Student Aid, or FAFSA, for the upcoming school year. Even if your student won’t require help from the government,...

It Was Goliath vs. Goliath All Along

Domenick D'Andrea,CRC®, CPFA™

Thursday, February 25, 2021

What's your "go-to" source for financial information?"Family and friends" is the #1 answer given in the annual Retirement Confidence Survey. But a close second is search engines and other online tools, including online forums like the...