RFM Advisory Associates

RFM Advisory Associates Our mission is to help you achieve the future you deserve through efficient financial strategies, planning your retirement with a personalized approach.

Unlike other advisors who focus on the financial product first, we concentrate on your financial peace of mind. Our team develops sound, resourceful solutions to your needs with a focus on minimizing your exposure to risk, all while providing a cordial, respectful and trustworthy experience. Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment

advisor and an affiliate of Brookstone Capital Management, LLC. BWA and R.F.Milella Advisory Associates are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

It's never too early to start building good financial habits. Why not let your children manage some of their own expense...
03/08/2018

It's never too early to start building good financial habits. Why not let your children manage some of their own expenses?

Kids who need money are more likely to work, and working outside the house helps them develop valuable skills.

It's the time for new beginnings, plans and projects. Is there anything I can help you with?
03/06/2018

It's the time for new beginnings, plans and projects. Is there anything I can help you with?

And be sure to enter to win a $500 Amazon gift card.

From raising your EFC to dipping into your retirement funds, here are the top 10 college-planning mistakes to avoid.
03/05/2018

From raising your EFC to dipping into your retirement funds, here are the top 10 college-planning mistakes to avoid.

A list of the top 10 saving, investing, and financial aid mistakes made by parents planning for college for their children. College fund EFC.

Planning ahead for college expenses is key. Here's a look at what to expect.
03/02/2018

Planning ahead for college expenses is key. Here's a look at what to expect.

Some possible changes ahead include an overhaul of the federal student loan and work-study programs.

02/27/2018

Consider these three options to help fund your child's higher education.

Co-signing for a student loan and claiming all education-related tax credits are two routes you may want to take.

Here's another reason to consider rebalancing your portfolio.
02/22/2018

Here's another reason to consider rebalancing your portfolio.

There is a time-honored way to manage your investment risks while smoothing out the ups and downs in the value of your nest egg on...

Are young investors really avoiding the stock market?
02/19/2018

Are young investors really avoiding the stock market?

Wealthy millennials need to shake off the shadow of the Great Recession and invest.

How often do you look over your investments?
02/16/2018

How often do you look over your investments?

Coming up with a plan to re-balance your investment portfolio either on a schedule or based upon valuation, component, or asset class weight is vital.

Regardless of what the market looks like, it's important to craft a well-rounded investment mix.
02/13/2018

Regardless of what the market looks like, it's important to craft a well-rounded investment mix.

Keep your investments healthy by giving them a checkup on a regular basis.

The semimonthly newsletter contains educational tips, tools and information to help you achieve your financial goals.
02/10/2018

The semimonthly newsletter contains educational tips, tools and information to help you achieve your financial goals.

Sign up and stay tuned for this week's posts.

Your assets will one day be inherited by those you love. But what about the intangibles?
02/01/2018

Your assets will one day be inherited by those you love. But what about the intangibles?

Forget your wealth and possessions: Your beliefs, values and wisdom could be the most treasured assets you pass down to the ones you love. To get the ball rolling on a plan for that transfer, you could start by simply writing a letter.

Discussing estate planning with family members can be difficult. But here's how to do it.
01/29/2018

Discussing estate planning with family members can be difficult. But here's how to do it.

Relationships matter more than anything else.

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410 Motor Parkway, Suite 200
Hauppauge, NY
11788

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