Your Social Security Statement: What’s in it for you?
Provided by Joseph V. Curatolo The Social Security Administration (SSA) provides personalized Social Security Statements to help Americans age 18 and older better understand the benefits…
Georgetown Capital Group
Charitable giving can be a family affair
Provided by Joseph V. Curatolo As families grow in size and overall wealth, a desire to “give back” often becomes a priority. Cultivating philanthropic values can…
401(k) and IRA: A combined savings strategy
Provided by Joseph V. Curatolo Contributing to an employer-sponsored retirement plan or an IRA is a big step on the road to retirement, but contributing to…
Two decades of inflation
Provided by Joseph V. Curatolo After being largely dormant for the last decade, inflation roared back in 2021 due to various factors related to the pandemic…
A steady investment strategy
Provided by Joseph V. Curatolo One of the most fundamental truths of investing is that you can’t time the market. As legendary investor and economist Bernard…
Decisions, decisions: Weighing the pros and cons of an IRA rollover
Provided by Joseph V. Curatolo If you lose a job, switch employers, or step into retirement, you might consider rolling your retirement plan savings into an…
Considerations when making gifts to children
Provided by Joseph V. Curatolo If you make significant gifts to your children or someone else’s children (perhaps a grandchild, a nephew, or a niece), or…
Young adults are more likely to lack health coverage
Provided by Joseph V. Curatolo Children are often covered by a parent’s health plan or by public health insurance such as the Children’s Health Insurance Program…
Four tips to help avoid burnout while working from home
Provided by Joseph V. Curatolo The coronavirus pandemic has completely changed the corporate landscape. Many companies have transitioned to having a majority of their employees work…
Watch out for these financial pitfalls in the New Year
Provided by Joseph V. Curatolo As people move through different stages of life, there are new financial opportunities and potential pitfalls around every corner. Here are…
