Robert Mezzio, CRC

01/12/2025

Social Security has been a fact of retirement since 1935; how much do you really know about it?

Here are five facts about Social Security that might surprise you.

01/08/2025

From Fed rate cuts to record highs, Q4 wrapped up a strong year for markets. Our January Quarterly Market Insights breaks down what drove performance and what investors are watching in 2025.

Quarterly Market Insights | January 2025 U.S. Markets Stocks posted solid gains in Q4 as investors navigated the presidential election, overseas unrest, and Fed rate cuts. The Standard & Poor’s 500 Index rose 2.07 percent, while the Nasdaq Composite surged 6.17 percent. By contrast, the Dow Jones ...

01/05/2025

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.

Second marriages are a trigger event to revisit any existing estate strategies.

12/29/2024

Compound interest can dramatically impact the future growth of your assets. Learn more.

Use this calculator to better see the potential impact of compound interest on an asset.

12/22/2024

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?

Building wealth requires protection from the forces of wealth destruction.

12/15/2024

Extended care refers to services needed by those who have a chronic illness or disability.

Understanding the types of extended care services—and what those services could cost—may be critical.

12/10/2024

Reach out to me to evaluate your personal situation and to discuss if you could benefit from a long-term care insurance plan. https://bit.ly/2RvWL3L

Half of Americans turning 65 will develop a disability serious enough to require assistance... Long term care is assistance with daily living activities when you experience a serious illness or disability and cannot care for...

12/08/2024

Test your estate strategy knowledge with this short quiz.

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

12/06/2024

Stocks notched solid gains in November as post-election enthusiasm and holiday-shopping fueled the advance.

Monthly Market Insights | December 2024 U.S. Markets Stocks notched solid gains in November as post-election enthusiasm and holiday shopping combined to fuel the advance. The Dow Jones Industrial Average led, gaining 7.54 percent. The Standard & Poor’s 500 Index picked up 5.73 percent, while the N...

12/04/2024

Life is more than just your finances, but finances play a big role. With my decades of experience, I can help you plan for the future and beyond. Let me help you get back to what's important. Contact me today: https://bit.ly/3M5jLBX

Schedule a 30 minute financial review here...1. Se...

12/02/2024

There's still time. Navigating the complexities of Medicare can seem like a daunting task, but we can review all your Medicare Advantage options and answer all your questions. Make sure you're covered. Reach out today! https://bit.ly/3M5jLBX

12/01/2024

Your chance of an IRS audit may not be that high. It pays to know what may trigger one.

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.