Eppolito Financial Strategies, LLC.

01/06/2025

05/15/2024

Indexed Annuities generally offer investors the ability to participate in potential market gains while also controlling how much downside risk they're exposed to. Sounds like a good deal, right? well it can be, but there's no such thing as a free lunch. If you're considering one of these products and want to make an informed decision, it's crucial to understand how the insurance company gets paid for the potential benefit you're receiving! empower yourself as a consumer by watching the video below.

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05/13/2024

Have you ever questioned whether you should be "doing something" with your money, after a long period of strong investment returns?

It's a common predicament for investors—especially those nearing retirement—to feel hesitant when markets hit all-time highs.

If you're interested, feel free to read my recent blog post on the topic

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05/04/2024

In retirement, the way you extract funds from your savings becomes as crucial as how you've saved during your working years. Each withdrawal can potentially influence your financial longevity, exposure to financial risks, and the taxes you pay... if you're interested in learning some best practices for spending down your money in retirement, read my blog post below!

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04/10/2024

Market volatility often strikes a different cord when you're regularly withdrawing from your investments. If you're currently or soon to be retired, here's a quick blog post on how to protect your retirement income from market volatility.

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02/27/2024

A refresher on the risks that needing long-term care may pose to your spouse (or future beneficiaries) - in addition to the pro's and con's of the strategies often used to manage these risks

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01/28/2024

For those planning for retirement: Don't underestimate your spending needs! Read our recent blog post to learn more about how you can avoid underestimating your spending needs in retirement.

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01/13/2023

Are you concerned that your parents may need Long Term Care (LTC)? Although you can't control their health, you can prepare for the worst. Join Michael Carbone, CFA, CFP® for an educational webinar where he'll make sense of custodial care risks and explain some practical ways to prepare.

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01/09/2023

A quick read on the potential risks/ costs of long-term care.

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12/16/2022

If you're worried about running out of money in retirement, read our article to learn about a simple way to gauge your readiness.

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