Theodore J. Durante CFP

02/27/2023

The balance of the average 401(k) with Fidelity Investments plummeted by more than 20% in 2022, the firm says. The same was true for Vanguard accounts, Bloomberg reports.

02/04/2023

This calculator can help you estimate how much you may need to save for retirement.

11/03/2021

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

10/06/2021

Addicted to spending money? Try a financial fast. By giving up all unnecessary spending for 21 days, you can save cash and reset those bad habits.

07/01/2021

Home equity is a huge retirement asset!

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

04/06/2021

Estimate how much you have the potential to earn during your working years.

03/19/2021

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date.

03/14/2020

We do it for the ones we love....

02/27/2020

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02/27/2020

Good reading on the Virus concerns.

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