Angelo V. Carcioppolo, CFP - Skylight Financial Group

11/11/2024

06/19/2024

Building a portfolio that produces enough passive income to cover expenses without cutting into savings? That’s a goal everyone should have. Let’s talk through various strategies, like annuities, that can help.

If you wish to pay the bills with your earnings, without invading your principal, you’ll need sufficient savings — and a plan to offset inflation.

06/05/2024

No one plans to become disabled. If the unexpected happens and your client becomes too sick or hurt to work, disability income insurance can help.

Most people don’t think it can happen to them. Don’t let a disability take away your financial stability.

05/29/2024

Which types of investments fit you best? Learn more by taking this short quiz and start a conversation with me today about your goals and tolerance for risk.

https://fieldnet.massmutual.com/public/financialplan/pdfs/fw1054.pdf.

05/22/2024

No matter where you plan to retire, make sure your long-term goals don’t slip out of reach due to gaps in your retirement plan. Let’s connect and see how an annuity can help cover rising costs.

Based on 75,000+ user-submitted star ratings, these are the top 20 states for age-friendly living. How does your state rank? See the full list and add your own star rating and comments on your community.

05/15/2024

Retirement wealth can be taxed in different ways. Let’s talk about a strategy that may help better position you for the future.

05/08/2024

Having all your eggs in one basket may not be the safest method for long-term investing. Let’s talk about how we can help mitigate risk in your portfolio with customized strategies and solutions.

Even a diversified portfolio has its ebbs and flows over time. This article covers how rebalancing regularly can help you manage risk and maximize returns.

05/07/2024

05/01/2024

Regardless of how you’ve chosen to save for retirement, you’ll need a withdrawal strategy that you can’t outlive. Let’s talk about how a tax-deferred annuity can help prepare you for your retirement.

Regardless of how well you've saved, you’ll need a withdrawal strategy during your retirement.

07/07/2023

Learn how SECURE 2.0 creates incentives for employers to create better retirement plans for employees, such as the ability to include part-time employees, more flexible borrowing provisions, student loan matching and more. https://blog.massmutual.com/post/business-retirement-plans-secure.

06/30/2023

Your income is your most valuable asset. Let’s discuss how you can help protect it with Disability Income Insurance.