NEWS

https://www.linkedin.com/posts/northeast-private-client-group_structureyourlegacy-financialplanning-estateplanning-activity-7260312912869...

https://www.morganstanley.com/ideas/healthcare-costs?ET_MID=noloc&ET_MID=nomsai&cid=smfa-ddf4d833-8dcd-482b-9fbd-b9567593b32c-20241118

Stephen was certified as a scuba instructor in Florida this past August.

https://www.wsj.com/personal-finance/retirement/how-to-plan-for-retirement-if-youre-behind-on-saving-in-middle-age-b859baec?mod=LinkedIn

Congratulations to Joseph Spadea and his family, owners of multiple McDonald's locations throughout the Northeast. 🎉🍔  hashtag#fastfood...

https://lnkd.in/gmN6_wHq

Congratulations Stephen for completing your Divemaster certification! This achievement allows him to assist instructors with classes and...

https://www.forbes.com/sites/investor-hub/article/average-401k-balance-by-age-how-to-catch-up/?utm_medium=social&utm_source=ForbesMainLin...

Congratulations Stephen for completing Levels l and ll of the CFA (Charted Financial Analyst) exam. He is now a Level lll candidate and...

https://www.linkedin.com/feed/update/urn:li:activity:7184906120182820864/

https://www.wsj.com/personal-finance/retirement-single-woman-finances-02493af3

http://merryhamptonhomes.com/6-strategies-to-save-on-home-insurance-premiums/

https://www.kiplinger.com/retirement/retirement-planning/retirement-obstacles-you-can-overcome?utm_term=70B9AF35-B91C-44A9-9D0C-EB00CCD0F...

https://www.usatoday.com/story/money/2024/03/17/want-the-max-4873-social-security-benefit-heres-the-salary-you-need/73008302007/

https://www.ameriprise.com/financial-goals-priorities/taxes/tax-diversification-retirement

TAKEAWAYS FROM HECKERLING 2024 Life Insurance Valuation and Life SettlementsSESSION: "That Life Insurance Policy May Be Worth More (Or...

https://hbr.org/2024/01/bringing-true-strategic-foresight-back-to-business From the Harvard Business Review.....

https://www.simplifyingthemarket.com/en/2024/01/10/avoid-these-common-mistakes-after-applyin g-for-a-mortgage?a=16062-34dc10fed416e269d04...

https://www.newsweek.com/rankings/americas-best-regional-banks-credit-unions-2024

https://www.welcomefunds.com/life-settlement-news/news/Errors-in-Retirement.html