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Monday, May 9, 2022

The confluence of challenges facing the economy and affecting the market is staggering.   In short, we’re living in a period with a historic rate of inflation coupled with very low unemployment, a housing market that...

Friday, April 8, 2022

The concept of fiduciary rules has been recognized since ancient times, in fact dating back to one of the earliest and most complete written legal codes in the world, the Code of Hammurabi. Proclaimed by the Babylonian King Hammurabi,...

Friday, March 18, 2022

Money…. we love it, we worry about it, we fear it, we can’t live without it. Money is entwined with all aspects of our lives; it is tightly wrapped up with our sense of security and esteem. What are most of us fearful of...

Monday, February 28, 2022

Carrying excessive debt is both a financial and emotional burden. Along with the additional stress it can cause in your life, it can also cost you more money in interest and delay progress toward your financial goals. Especially with...

Monday, February 14, 2022

Official tax season began on Monday, January 24, 2022. This was the date the Internal Revenue Service (IRS) began accepting and processing 2021 tax year returns. If you’ve already filed, congratulations! If not, you’re not...

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Friday, January 28, 2022

As we close the books on 2021 and turn our attention to the new year, it is hard to ignore that inflation pressures are impacting many parts of our lives.  Let’s take a look at what may be driving the pricing pressures and...

Monday, January 17, 2022

As tax season approaches, it’s a good time to review the tax planning moves you may make to better your financial position. Due to its unique tax features, contributing or converting to a Roth IRA might be considered during your...

Monday, January 3, 2022

To help Social Security and SSI beneficiaries keep up with inflation, they often receive an annual cost-of-living adjustment, known as COLA. Based on the increase in the Consumer Price Index (CPI-W) from the third quarter of 2020...

Tuesday, December 14, 2021

It’s that wonderful time of year again when we look to share with others, especially our loved ones. As parents and grandparents, we want our children to have the best opportunities in life and one way to do this is by providing...

Wednesday, December 8, 2021

During the review and analysis process when becoming a client of Ciccarelli Advisory Services we ask many questions. One of the primary elements of financial and estate planning is for your advisor to know what happens if you become...

Wednesday, December 1, 2021

In today’s rising tax environment, if I told you there was an investment account available that provided “Triple-Tax Benefits” you would probably not believe me. So, let me introduce you to the Health Savings Account...

Thursday, November 18, 2021

It may seem awkward, or even a little intimidating, but bringing your family together for a financial conversation can be an important step in assuring your family understands your wishes and to prepare them for the future.

Tuesday, October 12, 2021

Beneficiary Designations and why they are so important, what you should be looking out for, and suggestions for designating your beneficiaries.

Friday, February 5, 2021

As we head into February, our mailboxes are filling up with various tax documents. With the ongoing pandemic and USPS mail delays, it will be important this year to maintain a “2020 Tax Folder” to collect your documents as...

Tuesday, January 19, 2021

It’s not just your house that might need a little straightening up. Your finances can also benefit from a “cleaning” every now and again. And what better time than the beginning of the new year! Why not take a look at...

Tuesday, January 5, 2021

A new year is new beginnings. This could mean learning a new language, tackling a new hobby, or perhaps decluttering your living space. Whether you are downsizing to a new home or decluttering your current home, the task can seem...

Tuesday, December 8, 2020

Family is a gift that keeps on giving, and one of the greatest gifts you could provide your family members is the gift of helping them achieve their goals and dreams. One of the biggest obstacles many people face when trying to further...

Thursday, November 12, 2020

Thank you to those who attended our recent Post-Election and Financial Planning Discussion on Tuesday, November 10th as we discussed navigating the election landscape and the financial road beyond. Our team of advisors enjoyed the...

Wednesday, November 11, 2020

Home is where the heart is, but it often involves one of the more important financial decisions many people will make in their lifetime; deciding to refinance your home’s mortgage. It is quite common for people to refinance their...

Tuesday, October 27, 2020

October is National Retirement Security Month, which provides a great opportunity for you to reflect on your retirement goals and consider if your current financial plan aligns with those goals. One of the most important considerations...

Tuesday, October 13, 2020

Whether you love election time or are feeling a bit exhausted by the constant coverage, most of us can agree that the US Presidential Election has a strong influence over the nation and the world. Every four years, the “election...

Tuesday, September 15, 2020

On March 27th, 2020, the Coronavirus Aid Relief and Economic Securities Act (CARES Act) was signed by the President to provide relief to the nation during the worldwide pandemic. The primary goal was to provide timely economic...