Dominic Bisirri, Financial Planner

02/28/2024

When it comes to estate, succession, and retirement planning, understanding your business’s valuation is key.

01/11/2024

All three major US stock market indices ended the year with significant gains, led by the NASDAQ up 44.6%, the S&P 500 up 26.3%, and the Dow Jones up 16.2%. How did your portfolio do last year? Is it time to rebalance?

02/21/2023

Everyone has fears. And many of us have the same fears when it comes to financial wellbeing. https://blog.massmutual.com/post/financial-fears-you-must-face

02/17/2023

No matter what methods we use to save money, taxes are something we’re always going to have to confront.

01/31/2023

The biggest mistake people make with estate planning is not having a plan at all. Start with a will and build your estate plan from there.

01/18/2023

According to the Bank of Omaha (3/16/22), only 17% of people made retirement savings a priority in 2022. As we enter 2023, let’s connect and make sure you’re on the right path. https://blog.massmutual.com/post/millennials-and-retirement-the-to-do-list.

01/17/2023

How do you envision your future? Simple joys? Luxury living? Keeping your sights set on your future can help you plan ahead. Create your own vision board for some inspiration.

Create your own virtual vision board to get inspired for tomorrow.

01/13/2023

Diversifying your assets and taking advantage of current interest rate hikes is a valuable way to combat issues caused by a turbulent market. Let’s discuss how to turn your assets into guaranteed retirement income.

01/11/2023

No one likes to see their retirement savings take a hit when the market declines. For those already in retirement or about to retire, here are 7 things to consider.​
https://blog.massmutual.com/post/retirement-bear-market

10/12/2022

Do you have a buy-sell agreement in place, and if so, is it properly funded?

Having a buy-sell agreement can protect your business. Know which buy-sell agreement plan is right for you.

09/28/2022

Do you know what your business is really worth?

Evaluate what your business is worth. Consult a financial professional to understand business valuation, a buy-sell agreement, retirement and estate planning.