by Timothy J Pagliara | Jan 30, 2023 | Finance
A well-diversified portfolio is essential for any investor to achieve their goals. As an individual, you must know how to allocate your assets to meet your goals and risk tolerance. Having a well-designed strategy can help you avoid unexpected expenses and ensure that...
by Timothy J Pagliara | Dec 20, 2022 | Finance
Most basic budget apps allow you to keep track of your finances and categorize expenses. However, these tools also do other things. These are some of the most crowd-pleasers on the market. Mint Mint has received high ratings in both the Google Play and App Store. It...
by Timothy J Pagliara | Dec 20, 2022 | Finance
One of the most critical factors you can consider when building a solid foundation is having a road map for the future—having a plan allows you to prioritize your actions and progress toward achieving your goals. A financial plan is also vital for anyone who wants to...
by Timothy J Pagliara | Dec 12, 2022 | Finance
Although many people think that having an estate plan is merely a will or a trust, it is much more. Proper documents can help ensure that all your assets are transferred to your heirs after death. Some of the most common estate planning documents include a healthcare...
by Timothy J Pagliara | Nov 3, 2022 | Finance
There is a substantial amount of planning that goes into managing your assets. You must distribute these assets according to your wishes and keep them out of the government’s hands. In this article, let’s discuss four strategies to help affluent families...
