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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Year-End Charitable Giving

Year-End Charitable Giving With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind. The tax benefits associated with charitable giving could potentially enhance your ability to […]
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Cash Reserves

Cash Reserves What is a cash reserve? A cash reserve is a pool of funds (and sometimes credit) that you hold in a readily available form to meet emergency and other highly urgent, short-term needs. Sometimes, it is referred to as an emergency or contingency fund. Caution: Terminology is important here because contingencies often are […]
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Now is the Time to Rebalance | Philip Palumbo

Now is the Time to Rebalance | Philip Palumbo In this video, Phil Palumbo talks about now being the best time to rebalance your investment portfolio. 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 […]
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Don’t Be Afraid to Look at Your Finances | Philip Palumbo

Don’t Be Afraid to Look at Your Finances | Philip Palumbo In today’s video, Phil Palumbo speaks about not being afraid to take an honest look at your finances. 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 […]
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Having a Financial Plan is Critical Today | Philip Palumbo

Having a Financial Plan is Critical Today | Philip Palumbo In today’s video, Phil Palumbo explains why having a financial plan is critical for people today. 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 […]
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Who Should Really Have a Financial Plan? | Philip Palumbo

Who Should Really Have a Financial Plan? | Philip Palumbo In today’s video, Phil Palumbo discusses who should have a financial plan. 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 licensed […]
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