DeFilippis Financial Group

09/01/2026

September Joke of the Month: What’s the difference between death and taxes? Congress does not meet every year to make death worse. www.defilippisfinancial.com

09/01/2026

September Quote of the Month: “The art of being wise is knowing what to overlook.” William James www.defilippisfinancial.com

08/27/2026

If you inherit an annuity, here are two smart ways to manage the tax hit: www.defilippisfinancial.com
https://www.kiplinger.com/retirement/annuities/inherited-annuity-ways-to-manage-the-tax-hit

08/27/2026

Is your pre-tax 401(k) or Traditional IRA a ticking tax bomb waiting to go off? #401(k) www.defilippisfinancial.com https://www.wsj.com/personal-finance/retirement/when-your-bumper-401-k-is-a-tax-problem-waiting-to-happen-2e0e5ad4?st=r3HP5Q&reflink=desktopwebshare_permalink

08/20/2026

If you’re planning to travel to Europe, you need to know about Europe’s new entry system: www.defilippisfinancial.com https://www.wsj.com/lifestyle/travel/answers-to-your-questions-about-europes-new-entry-system-d3ea149f?st=XjgEZ3&reflink=desktopwebshare_permalink

08/20/2026

Should you contribute to the new Trump accounts—or use other vehicles for college, retirement and health savings? #529 www.defilippisfinancial.com https://www.wsj.com/personal-finance/taxes/the-pros-and-cons-of-putting-extra-dollars-in-a-trump-account-ab30c9bd?st=WQL3hU&reflink=desktopwebshare_permalink

08/13/2026

Is that college scholarship taxable? What parents need to know before fall: www.defilippisfinancial.com https://www.wsj.com/personal-finance/taxes/is-that-college-scholarship-taxable-what-parents-need-to-know-before-fall-12d90f81?st=qKXkbE&reflink=desktopwebshare_permalink

08/13/2026

Here are some great tips on how to protect your jewelry at home and on vacation: www.defilippisfinancial.com https://www.wsj.com/style/fashion/how-to-protect-your-jewelry-at-home-and-on-vacation-ddf91884?st=RUrYPw&reflink=desktopwebshare_permalink

08/09/2026

08/09/2026

Doreen and I saw Marc Martel and One Vision of Queen at the Arcada Theater Friday night. What a fantastic show! Marc's voice is the closest to Freddie Mercury that I have ever heard. The set list included some deep Queen cuts and the band had the whole place rocking and going "Crazy".