DeFilippis Financial Group

06/14/2026

On this second anniversary of my father's passing, I present the tribute I wrote in his honor. I really miss calling him after my baseball games to talk about how we did. I love you dad!

This blog post is dedicated to my father Ben, who passed away peacefully on June 14, 2024. Two days later, I experienced my first fatherless Father’s Day. It felt weird, unnatural. On social media, for the first time I could identify with those posting about their deceased fathers. That hurt deepl...

06/12/2026

Don't forget the deadline to make your 2026 2nd quarter estimated individual income tax payment is June 15, 2026. #1040-ES www.defilippisfinancial.com

06/11/2026

Here are some great tips on how to develop a tax efficient strategy for taking retirement distributions: www.defilippisfinancial.com https://www.kiplinger.com/retirement/604323/dont-let-taxes-dim-your-retirement-how-to-plan-ahead-with-your-tax-bucket-list

06/11/2026

Retirement account beneficiary designations are often overlooked. Here's a great example why you should check yours now: #401(k) www.defilippisfinancial.com https://www.wsj.com/personal-finance/a-small-fortune-36-grandkids-and-an-inheritance-stuck-in-limbo-780c8c99?st=JE2enG&reflink=desktopwebshare_permalink

06/04/2026

A big thank you to all our clients who joined us for our 5th Annual Shred Event! We were proud to provide free document shredding along with coffee and donuts as a small token of our appreciation. It was great seeing so many familiar faces and helping everyone safely dispose of sensitive documents. We look forward to seeing you again next year! www.defilippisfinancial.com

06/01/2026

June Joke of the Month: What’s the difference between an IRS Revenue Agent and a soldier? The soldier jumps to orders and the Revenue Agent jumps to conclusions. www.defilippisfinancial.com

06/01/2026

June Quote of the Month: “Do not wait to strike till the iron is hot; but make it hot by striking.” William B. Sprague www.defilippisfinancial.com

05/28/2026

Don’t miss these 5 questions to help you make better financial decisions: www.defilippisfinancial.com https://www.wsj.com/personal-finance/five-questions-to-help-you-make-better-financial-decisions-53abb760?st=gHjBYD&reflink=desktopwebshare_permalink

05/28/2026

For many people, summer means vacation. If you are taking a vacation this summer, you won’t want to miss these important tips on how to protect your financial security when you go on vacation: https://www.defilippisfinancial.com/blog-01/how-protect-your-financial-security-when-you-go-vacation

05/25/2026

Today we remember the brave men and women who gave everything in service to our country. Memorial Day is more than a long weekend — it is a time to honor lives of courage, sacrifice, and devotion, and to reflect on the freedoms we enjoy because of them.

As we gather with family and friends, may we also pause to remember those who never made it home and the families who carry their memory every day. Their sacrifice will never be forgotten.

Forever grateful. 🇺🇸
www.defilippisfinancial.com