Imagine a life where you have the financial freedom to retire decades earlier than planned, pursue your passions, travel the world, or simply enjoy more time with family and friends.

Sounds amazing, right?

In our latest Client Classroom, John explores a financial strategy that has been gaining a lot of attention lately.

However, it's essential to approach any new financial strategy with a healthy dose of caution and thorough understanding.

That's why we've created this video – to give you insights into this movement and help you consider all angles before making any decisions.

Wondering about the latest economic trends and how they might affect your investments?

We’ve got some insightful updates from one of our trusted portfolio managers, Morningstar, that we're eager to share with you.

This Client Classroom aims to provide a clearer picture of key economic forecasts and their potential impact on your financial plans with insights over the next 4 years!

Did you know that charitable giving isn't just about making a difference—it's also a smart financial strategy?

This new Client Classroom dives deep into the often-overlooked financial benefits of philanthropy. From tax deductions that can save you money to networking opportunities that can open doors, philanthropic activities can have a significant impact on your bottom line.

Join us as we explore how giving back can lead to financial growth, personal fulfillment, and a better future for all.

As you stand at the threshold of retirement, a world of possibilities awaits.

It's a time filled with excitement, freedom, and endless opportunities to explore. Yet, amidst this excitement, there's the crucial task of planning—planning that can make all the difference in ensuring your retirement years are as enriching and secure as you deserve.

So, while prepare for this next stage of life, watch this new Client Classroom with an open mind so you can have the chance to live your golden years as you want.

Spring has sprung!

While you're decluttering your space for spring cleaning, why not give your finances a refreshing makeover too?

Remember, April is Financial Literacy Month, so we encourage you to take this time to really crack down on using the resources available to you to get a better understanding of your financial image.

In this Client Classroom, learn about the best practices for cleaning up your finances, along with some pro tips to give you a little boost.

World Backup Day is this Sunday, March 31st.

With scams, hackers, and fraud becoming more prominent and consistent in this digital age, this Client Classroom is a must watch!

Today, we delve into the best practices for record and document keeping.

Gain valuable knowledge on how to protect your sensitive financial information, comply with legal obligations, make informed financial decisions, and ensure peace of mind knowing your documents are secure and accessible!

Ever wondered if you can make a difference while meeting your long-term goals?

Discover the power of Socially Responsible Investing!

Dive into a world where your investments not only generate returns but also make a positive impact on the planet and society.

Learn about ESG principles, how they influence investments, and practical steps to integrate sustainability into your portfolio.

Uncover the potential for shareholder advocacy and collaboration to drive positive change in companies while exploring how sustainable finance aligns financial goals with values for a more equitable and sustainable future.

Are your 401(k)s safe?

Well according to a new article from Bloomberg Opinion, the common retirement plan may be on it's way out.

In this video, dive into the intriguing debate surrounding the future of 401(k) plans with Bloomberg Opinion's latest article, "The Uncertain Future of 401(k) Plans."

Explore beyond the surface of traditional views on retirement savings and tax advantages as experts from diverse backgrounds weigh in.

From potential reforms to alternative retirement models, this article delves into the complexities of securing financial futures.

Don't miss out on this thought-provoking analysis – read more on Bloomberg Opinion and join the conversation on the evolving landscape of retirement planning in America!

Welcome to investing in 2024, where curiosity meets opportunity.

In this Client Classroom, embark on a journey into the intriguing world of investing in 2024, where each decision holds the potential for both excitement and uncertainty.

Delve into professional insights from Morningstar as we unravel the complexities of navigating today's economy. Discover hidden opportunities within bonds and stocks, and gain practical tips for making savvy investment choices, even if you're new to the game.

With a keen focus on fundamentals, learn how to confidently navigate the market's twists and turns, unlocking a world of possibilities for your financial future.

At this point, I'm sure we've all heard about "artificial intelligence".

It may sound scary at first, but we're here to inform you on the pros, cons, and what to avoid while navigating this uncertain tool.

In this Client Classroom, explore how AI is reshaping personal finance, offering efficiency, insights, and security. Learn its benefits and gain practical tips to navigate AI in finance wisely to safeguard your financial well-being.

It's 2024 and that means it's an Election Year.

Along with election years come stock market uncertainty, but that's what we're here for, to help you navigate times like these.

In this Client Classroom, discover how the ongoing contest between political parties could shape market dynamics this year.

Listen and learn as we delve into the intricate relationship between elections and market volatility, offering invaluable insights and strategies for both seasoned investors and newcomers alike.

From understanding the impact of policy proposals to mastering emotional discipline during turbulent times, we'll help equip you with the strategies you need to navigate uncertainties and achieve your long-term financial goals.

Whether you're considering an estate plan, are working on one, or just want to review the one you have, this is the video for you!

Learn what you need to know about estate planning including trusts, wills, taxes, and even more.

Don't wait until it's too late, give this Client Classroom a watch now!

We’re all human. We make mistakes, it’s how we learn.

But, finding it in yourself to correct the mistake is the hard part, and that still applies to your finances!

Watch this edition of Client Classroom to learn about:

Common financial mistakes

Their consequences and how they affect you

Different strategies you can use to avoid them

Get ready for a smooth tax season with insights from our newest Client Classroom!

Discover the secrets to hassle-free tax preparation through:

Systematic document gathering and regular personal information updates

Learning how contributing to retirement accounts can secure your financial future and uncover tips on maximizing tax benefits

Making the right choices between tax preparation software and professional assistance

Empower yourself with knowledge, stay informed about tax law changes, and turn tax season into an opportunity for financial optimization and stability.

The new year often prompts resolutions around physical and financial fitness, but many struggle to maintain these goals (ourselves included!)

Don't let that discourage you from making 2024 the year you take control.

The Client Classroom begins by addressing common pitfalls in achieving financial resolutions.

Going to extremes, seeking quick fixes, and being unrealistic are major stumbling blocks, but the key lies in making goals meaningful, setting realistic targets, and taking gradual steps!

Happy New Year from our team, and here's to achieving those financial aspirations!

From defining your dreams to mastering financial strategies, discover effective tips and unveil the secrets to securing a comfortable retirement by taking charge today!

Don't miss your chance to pave the way for a rewarding and secure tomorrow.

Join John for this edition of Client Classroom to get professional insights on revolutionizing your retirement plans.

Class awaits!

Unlock the secrets of annuities in this edition of Client Classroom!

This video gives you the lowdown on these financial tools, discussing fees, benefits, and pitfalls. Learn why fees differ and what you get for them, like guaranteed income and protection of your principal, withdrawal penalties, tax implications, and even more!

Led by managing director John Caserta, this breakdown aims to help you grasp the ins and outs of annuities, emphasizing their long-term retirement focus. Clear, concise, and informative, it's a must-watch for those considering or currently involved with annuities!

Planning for retirement is a thrilling phase of life, but it comes with important legal considerations that shouldn't be overlooked. In this Client Classroom, we've compiled a comprehensive list and tips to help you navigate these crucial topics as you prepare for your retirement.

Educate yourself about topics such as Estate Planning, Beneficiary Designations, Healthcare Planning and more!

Once upon a time...
Your Social Security benefits were tax-free, but things have changed. Join us as we delve into the fascinating history of Social Security taxation, from the iconic moments of 1983 to the dreaded 'Tax Torpedo.'

Learn how your combined income affects the taxability of your benefits and discover the surprising thresholds that could impact your retirement income.

Don't miss this eye-opening discussion on how to make strategic decisions about when to claim your Social Security benefits to minimize the tax impact. Watch now and stay ahead of the tax game!

As we approach the annual open enrollment period for Medicare in October, we wanted to share a valuable video with you. Our latest Client Classroom provides essential information about enrolling in Medicare and making informed decisions about your healthcare coverage!

In this video, we cover key topics, including:

What Medicare is and why it's crucial for seniors

The different parts of Medicare and what they cover

Important enrollment periods and deadlines

Are you ready to supercharge your retirement income?

In Client Classroom, join John as he explores six game-changing decisions that could potentially increase your retirement income by a staggering 40%!

Retirement is a phase of life where we all start converting our savings into a steady income stream, and these strategies could help you make the most of it, so watch it now!

Picture this: retirement isn't just one phase; it's a dynamic journey that can span 25 years or more. The strategy of becoming more conservative as retirement approaches might seem logical, but it's not always the most efficient path when you envision your retirement in the following way:

1. The Go-Go Years (0-10 Years)
2. The Slow-Go Years (11-20 Years)
3. The No-Go Years (21 Years +)

With insightful tips and actionable strategies, we'll guide you toward creating a retirement income plan that's tailored to your unique journey. Whether you're years away from retirement or on the cusp of embracing it, this video is for you.

Ready for retirement?

If not, don't worry. That's why were here.

In this Client Classroom, uncover the rule of thumb for your savings, find ways to supercharge your retirement accounts, why you should consider different investment strategies, and how to envision your dream retirement, so tune in to optimize your golden years!

Mariner, renowned for its tactical and adaptive investment approach, offers a unique perspective in their video. Their Senior Wealth Advisor, Ron Beyer, analyzes the ever-changing market conditions and discusses potential challenges and opportunities that lie ahead.

By understanding their strategies, you can gain valuable insights into how they plan to navigate potential economic shifts and position portfolios for success.

With decades of experience in the financial markets, Morningstar's team of experts, Brad Murphy, CIMA®, and Portfolio Specialist Brian Duffy, bring a wealth of knowledge to the table. In their featured video, they dive deep into the macroeconomic trends that could shape the remainder of 2023 and share their projections for various asset classes going forward.

Whether you're interested in equities, fixed income, or alternative investments, Morningstar's insights will provide you with a robust foundation for new potential investment strategies.

Discover the key to understanding your investment performance with this eye-opening video on the contrasting rates of return: time-weighted returns and dollar-weighted returns.

Join us as we unravel the intricate dynamics behind these two metrics and explore what they truly mean for your investment portfolio!

In this informative session, we will explore three powerful financial instruments that have the chance to provide enhanced returns and security for your hard-earned money.

Learn about how you can start with these financial instruments today!

As you embark on this new phase of life, it's essential to shield your financial security from the erosive effects of inflation.

Discover practical strategies and insight on how to combat inflation's impact head-on!

Given recent trends, this Client Classroom is a must-watch.

Get ready to level up your retirement planning game with Senior Retirement Strategies Consultant Michael Bitton as he breaks down the SECURE Act 2.0. This legislation is set to shake up the retirement planning world with changes.

Tune in to find out how you can make the most of these changes and take your retirement savings to the next level. As our valued client, you won't want to miss this one!

In our final part of this 3 part series about different ways on how you can maximize your retirement income, join John as he explains the unique but effective Flooring strategy.

Is this the right plan for you? Watch to find out!

Part 2 of our 3 part series about different ways on how you can maximize your retirement income will explain the "Bucket Approach"!

Is this the right plan for you? Watch to find out!

In this 3 part series, we'll dive into different ways on how you can maximize your retirement income. This video will explain the "Structured Systematic Withdrawal" in under 5 minutes.

Is this the right plan for you? Watch to find out!

You may have heard the good (and the bad) about annuities, but have you heard about annuities with income riders? If not, this Client Classroom is for you!

Join managing director John Caserta as he teaches what you need to know about these types of annuities.

In this Client Classroom, we have Managing Director John Caserta discussing the research behind having more than just investment portfolios to fund your retirement income. No matter where you are in your retirement, this Client Classroom is a good watch for you!

As life happens, you tend to go through different phases and changes that make you who you are. But did you also know that there are 3 major phases of your economic life? They're often referred to as Accumulation, Distribution, and Preservation.

Curious as to what those might mean? Watch managing director John Caserta explain them in this edition of our Client Classroom!

Life insurance is a pretty big deal. It’s about building a sound financial future. Are you looking to protect your family, start a business, or buy a home? Life insurance can help you do all of these things and more, but it's vital to understand what it can do for you with its death and living benefits. Watch this Client Classroom to learn all about Whole Life Insurance!

Join us for our June Client Classroom as managing director John Caserta and mortgage specialist Brian Coughlin sit down to discuss the mortgage market, timing when buying a house, reverse mortgages, and more!

Reach out to Brian here: https://www.askbriantoday.com/

Join our team alongside portfolio specialist Carolyn Szaflik from Morningstar for market commentary, as well as a chance to answer some of your questions on the topic!

Join Managing Director John Caserta alongside our advisors Nathalie Edeen and Amy Crookshank as they explore retirement risks and strategies and what option (or options) might be best for you!

In this Client Classroom, we talk about information on Social Security Benefits.
Whether you need help deciding when to retire or are ready to start the next chapter in your life, we're here for you. Join our team alongside Michael Bitton and Kristen McGarry from Pacific Life to talk about this topic!

In this Client Classroom, we talk about information on estate planning. We will go into detail about the basics, as well as where to start and management. We are joined by attorney Amanda Gilbert-Largent.

Stay up to date with 2021 in review and what to look forward to in 2022 with John and Morningstar representatives Brett Greenspan and Brad Murphy.

Join John as he welcomes Rex Cretella - senior partner at Northeast Brokerage – to discuss the current state of the long-term care industry and how consumers can protect themselves with alternative strategies.

Join the discussion with James Pierce and John to learn how to create retirement income with life insurance using these strategies.

Learn how to utilize the full potential that eMoney has to offer. We will review how to navigate the site, the advanced planning options that are available, and how we as advisors use the tool to help you understand the financial impact your decisions may have on your plan.

John welcomes Brad Murphy, Regional Sales Director with Morningstar, and Rob Thomas, with Mariner, for a discussion on the mid-year outlook.

John discusses how to generate retirement income. Joining the discussion will be annuity specialists from Jackson National and Pacific Life.