New for 2023 – Secure Act 2.0

New for 2023 – Secure Act 2.0 As part of the $1.7 trillion omnibus spending bill, changes are coming to retirement plans beginning next year. The idea is to get more people to save more for retirement, which is a good thing, but be careful, saving too much in retirement accounts can have a downside, […]
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Understanding Estate Planning with Neil Katz | Palumbo Podcast

Understanding Estate Planning with Neil Katz | Palumbo Podcast Neil D. Katz is the managing partner of Katz Chwat, P.C., located in Melville, New York. Providing representation to business and individual clients throughout Nassau and Suffolk counties and other parts of the New York City metropolitan area. Mr. Katz provides assistance and guidance to clients […]
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How We Close Your Gaps | Philip Palumbo

How We Close Your Gaps | Philip Palumbo In today’s video, Phil Palumbo speaks to how his firm can meet all of your needs and close gaps that other advisors cannot. Please Click Here to view.   Palumbo Wealth Management (PWM) is a registered investment advisor. Advisory services are only offered to clients or prospective […]
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Taking Care of Your Family | Philip Palumbo

Taking Care of Your Family | Philip Palumbo In today’s video, Phil Palumbo speaks to taking care of your family through financial security. Please Click Here to view.   Palumbo Wealth Management (PWM) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where PWM and its representatives are properly […]
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COVID-19 puts alternatives back in the mainstream

COVID-19 puts alternatives back in the mainstream While economists and market watchers debate whether the bull market in equities is over or just taking a breather, financial advisers overseeing the life savings and financial well-being of millions of retail clients are faced with the more immediate reality of an undefined market and economy. The wild ride of […]
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Social Security Burdens Fall on Younger Workers

Social Security Burdens Fall on Younger Workers When Social Security was designed during the Great Depression, there were more than 45 employees to fund benefits for one retiree. There were few beneficiaries and many employees, but, in 2020, that ratio has dropped to roughly three to one. Doubts in the long-term viability of Social Security […]
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