Achieve a Higher Understanding

The connection between your life and your wealth can be complex, which is why we spend the time to simplify concepts and break down trends and terms so you gain more insight into your financial picture. With this education, we hope to provide you with a detailed glimpse into how you can effectively utilize your wealth to your advantage so every decision gets you closer to where you want to be.

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Seeking Clarity on Tax Reform: The Wait Continues

August 20, 2021

This past April, the Biden administration announced the $1.8 trillion American Families Plan, which would expand access to education, affordable childcare and various tax credits. The plan (as proposed) would largely be funded by additional taxes on higher earners. Since that time, taxpayers have been left wondering whether tax reform could become a reality, and if so, to what extent.

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Teaching Your Kids About Money: A Your Life Your Wealth Podcast Transcript

October 6, 2019

Cordasco Financial Network's John Walker, Desiree Reil and Tim Joseph discuss the many important lessons about money that can be shared with your children and grandchildren. They discuss saving and spending tips for kids they've learned as financial planners and as parents.

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Empty Nest Syndrome: A Your Life Your Wealth Podcast Transcript

October 4, 2019

When the kids are grown and have left the family home, many parents experience “empty nest syndrome.” It’s a “condition” with both emotional and financial symptoms. John Walker of the Cordasco Financial Network team hosts and is joined by CFN advisor and financial planning specialist Dennis Jablonoski. They discuss the challenges that may arise when a couple, no longer immersed in the efforts of raising children, suddenly find themselves in what may seem like a totally new relationship. Plus, they detail newfound financial opportunities that arise at this stage of life that can be used by couples to reduce expenses and shore up their retirement planning.

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Capital One Data Breach & Equifax Settlement: What You Need To Know

August 2, 2019

On July 29, Capital One, the nation’s third largest credit card issuer, announced that a hacker gained access to a server, revealing information of more than 100 million customers. The Capital One breach is far from an isolated event, as it represents the latest in a long list of large-scale data breaches in recent years that impacted companies such as Equifax…

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Second Quarter 2019 Knowledge College

July 22, 2019

There is no shortage of geopolitical tensions to fill headlines. U.S.-China trade negotiations, Brexit, developing nuclear powers in Iran and North Korea and straining relationships between Russia and the West all serve as recent examples. The question is should investors care, or more importantly, act, on these headlines?

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Get Rich Not So Quick: 5 Tips to Maintain Your Wealth

May 4, 2019

You’ll notice the internet is full of these “get rich, stay rich” articles, but you’ll notice it’s mostly a lot of fluff without any real helpful advice. No matter how many times you read about how rich people have an “optimistic attitude”, “persistence” or “set goals”, as an advisor for the past thirty years, I can assure you that these vague tips don’t give you, or your retirement plan, much help.

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The Phony Retirement Crisis

March 26, 2019

Contrary to the alarms, household savings are growing. But government plans are underfunded. Lawmakers are taking action to deal with the “retirement crisis.” More than 200 House Democrats are sponsoring a bill to expand Social Security benefits, funded by a dramatic increase in taxes. California, Connecticut, Illinois and Oregon have established state-run retirement plans for private sector-workers, which many progressives hope will supplant 401(k)s.

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Five Ways to Simplify Social Security

January 24, 2019

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 beginning compound over many, many years, making them very costly. Below are five ways to simplify social security to help you avoid making a mistake.

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2019 Financial Planning Guide

January 1, 2019

Cordasco Financial Network's guide covers tax planning, retirement planning, estate planning, risk management, cyber fraud prevention and much more.

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