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Aliciene Tax & Financial Solutions

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Aliciene Tax & Financial Solutions

Aliciene Tax & Financial Solutions is your local connection to comprehensive financial strategies.

11/03/2026

Last week, Joe presented at Cetera Financial Group's Amplify meeting in Philadelphia and shared with fellow advisors what’s been working for our practice.

His message was simple: focus on the everyday. Give clients a consistent experience from the first time they see our name to the moment they walk through our door, and in every conversation after that.

In our experience, when you take good care of people, the rest tends to follow.

Thank you to Cetera for the invitation, and to everyone who joined the conversation. We’re grateful for the chance to learn from our peers and share what’s worked for us.

11/03/2026

November is National Long-Term Care Awareness Month, and it's one of the most overlooked pieces of a legacy plan.

According to the U.S. Department of Health and Human Services, someone turning 65 today has almost a 70% chance of needing some type of long-term care. Without a plan, those costs can quietly drain the savings you meant to pass on to your kids and grandkids.

As a CPA and licensed insurance agent, Joe Aliciene Jr. helps families look at long-term care through both lenses: how to protect your assets, and each option fits your tax picture.

Planning ahead is easier than playing catch-up. Give our Pittston or Wyalusing office a call to start the conversation.

10/30/2026

Somewhere out there, an old 401(k) is still shuffling along, forgotten, from a job you left in 2011.

Zombie accounts (old retirement accounts from past employers) are more common than you'd think, and they quietly cost people money in fees, missed rebalancing, and lost track of altogether.

If you've changed jobs more than once, it might be worth checking what's still out there with your name on it.

Happy Halloween from Aliciene Tax & Financial Solutions!

10/22/2026

In honor of Halloween fast approaching, we've been swapping scary finance stories!

Meet Roger. Roger stays on top of things. He updated his will. He updated his deed. He updated his emergency contact.

Nobody told him his 401(k) doesn't read the will. It reads the form he signed in 1998 and the name on it... was his first wife's.

Beneficiary designations override your will. Every time. If it's been a while since you've checked who's listed on your retirement accounts and life insurance policies, this is your sign to take five minutes and look.

10/19/2026

October is Cybersecurity Awareness Month, and tax season scammers don't wait until tax season anymore.

A few habits that go a long way: 1) never click a link in an unexpected "IRS" or "PA Department of Revenue" text or email (they don't contact you that way), 2) use multi-factor authentication on every financial account you own, and 3) check your account statements monthly, not just at year-end.

If something ever looks off on one of your accounts, call us before you call anyone else.

10/15/2026

When you go out on your own and become a business owner, you typically give up a few things: the steady paycheck, the office coffee, and the IT guy (this one hurts). In our experience, many business owners assume their retirement plan goes out the window, too.

The good news is that you can still save for retirement as a business owner. In fact, you might have more options now than you did as an employee. And it doesn’t have to be complicated or something you must figure out on your own.

Read more on our latest blog: https://www.alicienefinancial.com/blog/no-employer-no-problem-retirement-plans-for-the-self-employed

10/13/2026

Q4 has a way of sneaking up on you. Before the holidays take over your calendar, a few things worth a quick look:

-Have you maxed out (or at least revisited) your retirement contributions for the year?
-Any big life changes in 2026 that should show up in your tax or estate plan?
-If you own a business, have you talked to us about year-end moves before December 31, not after?

Ten minutes now can save a scramble in December. If any of these stand out to you, that's usually a sign it's worth a call.

10/05/2026

October is National Financial Planning Month, and honestly, it's a good excuse to ask yourself a question we hear a lot in our Pittston and Wyalusing offices: when's the last time you actually looked at your full financial picture? Not just your taxes, not just your investments, but all of it together?

That's the whole idea behind tax-intelligent financial planning. It's not one appointment. It's a relationship that spans tax season and every season after it.

If it's been a while since your last check-in, this is a good month to start.

09/28/2026

New on the blog: "Beyond the Policy: How Insurance Protects the Legacy You're Building," written by Joseph R. Aliciene III — the third generation of the Aliciene family to serve Northeast PA.

Joey shares how insurance fits alongside tax strategy and financial planning to help protect your retirement and the legacy you're working to leave behind. Read it now: https://www.alicienefinancial.com/blog/beyond-the-policy-how-insurance-protects-the-legacy-youre-building

09/22/2026

Happy first day of fall! 🍂

As the seasons change, it's a good reminder that your financial plan can use a seasonal check-in too.

With just a few months left in the year, now's a great time to make sure your tax strategy, savings goals, and coverage are all still lined up with where you're headed.

Here's to a season of good planning ahead.

Address

1216 Main Street
Pittston, PA
18640

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

https://www.alicienefinancial.com/

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