What are the opening hours?

Monday 9am - 4pm Tuesday 9am - 4pm Wednesday 9am - 4pm Thursday 9am - 4pm

Joseph A. Catanzaro CFP

Home
United States
Philadelphia, PA
Joseph A. Catanzaro CFP

Call Website

No offers may be made or accepted from any resident of any other state.

• Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC finra.org sipc.org

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

10/29/2026

📄 A Will and Power of Attorney Are Not the Same Thing

A will generally outlines how certain property should be handled after your death, while a power of attorney allows someone to act on your behalf while you are living.

Having one does not automatically replace the need for the other. Understanding how these documents work together, along with beneficiary designations and other estate planning pieces, can help keep your overall plan organized.

10/27/2026

📄 Selling an investment for more than you paid for it can create a capital gain, which may be taxable.

The amount you receive from a sale isn’t necessarily the amount that becomes taxable. Your cost basis, holding period, and overall tax situation can all play a role in determining the tax impact.

Before selling an appreciated investment, consider:
• Your cost basis
• How long you've held the investment
• Your expected taxable income
• The potential tax impact of the sale

👻A little planning before you sell can help prevent a tax surprise later.

10/23/2026

📈 How long could it take your money to double? The Rule of 72 gives you a quick way to estimate it.

🧮 And if you're thinking beyond doubling, the Rules of 114 and 144 can help estimate how long it could take to triple or quadruple.

⏳ It’s a simple way to see just how much time and compounding can matter when you’re looking at the long game.

10/21/2026

🌄 What Would Your Retirement Mood Board Look Like?

🌊 More days down the shore.
⛰️ Weekends in the mountains.
✈️ Bucket-list trips around the world.
👨‍👩‍👧‍👦 Family time and a new hobby.

✨ Retirement isn't about creating the most impressive picture. It's about curating the people, places, traditions, and experiences that you want more time for.

10/16/2026

📄 Your Will Isn’t Always the Final Word

Your will may say one thing while a beneficiary form says another.

👤 Retirement accounts and life insurance proceeds generally follow the beneficiary designation on file. Updating your will does not automatically update those accounts.

🔎 Workplace plans, IRAs, and life insurance policies all deserve their own beneficiary review to make sure your overall plan reflects your current wishes.

10/13/2026

🩺 Turning 65 does not suddenly make Medicare simple.

There are different parts, timelines, and coverage choices to understand. Your doctors, prescriptions, existing coverage, retirement timing, and budget can all affect the questions worth asking.

Medicare should be considered as part of your larger retirement conversation, rather than simply another form to complete. Starting the conversation early gives you time to understand the moving pieces and approach your decisions with greater confidence.

📅 Medicare Open Enrollment runs from October 15 through December 7. If Medicare is part of your life this year, now is a good time to learn more about your options.

10/11/2026

⛳ Four alumni, one golf outing.

The golf wasn’t great, but the laughs were. A great reminder of how important and healthy it is to stay connected with old friends!

10/09/2026

🍂 Fall is a good time to start looking ahead at the financial decisions that may need to be completed before the year ends.

📅 RMDs, if applicable, Roth conversions, charitable giving, and other year-end decisions can take time to review and coordinate.

⏳ Starting early gives you more time to work through the details before the holiday rush and the December 31 deadline.

10/06/2026

⚾ On National Coaches Day, this photo brings back great memories of coaching my children through different sports.

It’s been about so much more than what happens on the field. It’s the lessons we’ve shared, the friendships we’ve made, the laughs, the tough losses, and all the moments that have made each season memorable.

The wins are always special, but the time spent together has been the greatest reward. I’m grateful for every team, every season, and all the memories along the way.

👏 Happy Coaches Day to all the coaches who give their time, energy, and heart to helping young athletes grow!

10/02/2026

🍁 Fall has a way of bringing people back to the routines they look forward to all year.

One of my favorite ways to welcome the season is taking a drive up into the Pocono Mountains, finding a scenic overlook, and simply soaking in the view. There’s nothing quite like crisp autumn air, winding mountain roads, and a landscape painted in brilliant shades of red, orange, and gold. 🚗🍂

Here’s to making time for the simple moments that make fall so special.

Address

Philadelphia, PA

Opening Hours

Monday	9am - 4pm
Tuesday	9am - 4pm
Wednesday	9am - 4pm
Thursday	9am - 4pm

Telephone

+12156436270

Website

http://www.linkedin.com/in/JosephCatanzaroCFP

Alerts

Be the first to know and let us send you an email when Joseph A. Catanzaro CFP posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.