Category: Uncategorized


Five Ways to Simplify Social Security

  For better or worse, deciding how and when to take Social Security is a complicated decision.  This is unfortunate because many individuals, when faced with a difficult decision, shut down rather than ask the questions that can help them avoid mistakes.  Due to the long-term payouts associated with Social Security, mistakes made at the…

The Tax Cuts and Jobs Act

The Tax Cuts and Jobs Act of 2017 was intended to simplify taxes. However, with heated politics, unclear buzzwords, and overall panic in the mix, the new act is still extremely complex. As a result, you might feel out of sorts trying to make sense of what to do.   Cordasco Financial Network’s goal is…

Three Ways Charitable Giving Will Change

Much has been made of the 2018 tax bill signed into law on December 20th . It is both a reduction in many people’s taxes for next year and a substantial increase in the country’s debt for the future. One impact of this bill that has gotten little coverage, however, is how it affects individual…

Your Retirement Contigency Plan

The 2017 MarketCounsel Summit was held earlier this month in Miami, Florida.  The conference provides wealth management professionals the opportunity to meet and mingle with the brightest minds in the industry and to bring new ideas and new thinking back to their practices for the benefit of their clients.   Cordasco Financial Network founder and…

Part Two: Breaking the Silence

Not only do people face nervousness and fear during retirement, life transitions, or job changes, but for those struggling with a relative who has an opioid addiction, it drastically increases stress. As discussed in my previous blog, this national epidemic has unfortunately impacted many of my friends, relatives, and clients. The purpose of this blog…

Part One: Breaking the Silence

Over the past thirty years that I have worked as a financial advisor, my role in a client’s life has dramatically changed. More often than not, I find myself guiding my client’s life, not wealth. I help get each client through tough life transitions, situations, and family matters. When it comes down to it, money…

Americans Need Long-Term Health Planning; Will They Get It?

September 20, 2016 • Christopher Robbins Americans are shunning long-term-care insurance policies, even as the need for some form of health care planning in old age is growing. As the population ages and Americans in general live longer, long-term health care costs are becoming an increasing concern — but sales of traditional LTC policies, which…

Retirement and Relationships

October 21, 2016 • Carol Sorgen You’re there for your parents. We’re here for you. Advice, education and support for family caregivers.   You’ve got a financial plan for your retirement, but do you have a relationship plan? If not, you probably should. “Retirement brings a lot of emotional changes,” says Baltimore-based life coach Barbara Harman.…

PAM (Private Asset Management) November Forum: Advice on Elections?

PAM asks advisors: Are there any solutions or advice which might help insulate clients from market turmoil following the presidential election? Wednesday 26th October, 2016 John Bailer Senior portfolio manager The Boston Company Asset Management “At this point, I think it’s pretty clear the election is going to keep the status quo,”Bailer told PAM. In…

Why Clinton’s Estate Tax Policy is Bad for Small Business

By Steve Cordasco  —  11/4/2016   Everyone is talking about Hillary Clinton’s proposal to increase the estate tax to 65 percent. This is no surprise–– the estate tax is a popular topic during every election year, and 2016 is no different. Opinions on the tax itself are divided and varied. But how significant is the…