by Anthony Bucci | Jul 2, 2020 | Estate Planning
Estate Planning and Procrastination I’m going to channel my inner Alex Trebek and pose three Jeopardy Gameshow answers to you. The answers are… I’ve been meaning to get to that. Yeah, we should take care of that, I don’t think I’ve done that, maybe we should... Read More
by Anthony Bucci | Jun 26, 2020 | Behavioral Finance, Casual Friday Video Series, Food for Thought
What does portfolio diversification and a Jamaican Beach Store have in common? Surprising quite a bit! Starting with our first video, each Friday we will take a financial topic and break it down into a fun and relatable lesson! In this lesson we break down how to... Read More
by Anthony Bucci | Jun 26, 2020 | Uncategorized
So… you’ve started you financial planning career and things aren’t going as well as you had hoped? Believe me, we’ve been there. The financial services industry is notorious for promising effective training, sales/marketing support and... Read More
by Anthony Bucci | Jun 22, 2020 | Health Care, Medicare, Retirement
Approaching 65 and want to know more about Medicare? Confused by all of your choices? Overwhelmed at the opinions on what you should do? You are not alone. Out of control health care expenses can derail a happy retirement. Choosing and structuring your health plan... Read More
by Anthony Bucci | Jun 2, 2020 | Federal Employee, FERS
The boiling frog is a fable describing a frog being slowly boiled alive. All gore aside, the premise is that if a frog is put suddenly into boiling water, it will jump out. However, if the frog is put in room temp water which is then brought to a boil slowly, the... Read More
