Financial Planning: Helping You See the Big Picture

Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag…

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Changing Jobs? Know Your 401(k) Options

If you’ve lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It’s important to understand your options. What will I be entitled to? If you…

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Tax Benefits of Home Ownership

In tax lingo, your principal residence is the place where you legally reside. It’s typically the place where you spend most of your time, but several other factors are also relevant in determining your principal…

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Buying a Home

There’s no doubt about it–owning a home is an exciting prospect. After all, you’ve always dreamed of having a place that you could truly call your own. But buying a home can be stressful, especially…

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Establishing a Budget

Do you ever wonder where your money goes each month? Does it seem like you’re never able to get ahead? If so, you may want to establish a budget to help you keep track of…

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Financial Basics for Millennials

With age comes responsibility, so if you’re a young adult in your 20s or 30s, chances are you’ve been introduced to the realities of adulthood. While you’re excited by all the opportunities life has to…

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Living With Your Parents: Should You Stay or Should You Go?

You’re an adult, and that distinction comes with some privileges, benefits, responsibilities, and choices to make, including the potential decision of whether to live with your parents or move out. Not surprisingly, there are pluses…

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In The Knick of Time! Your 2021 Tax Time Reminders

March 28, 2022 | Lena Rizkallah, JD, CRPC® It’s everyone’s favorite time of year!  No, it’s not the Cherry Blossom Festival nor is it ComiCon or National Donut Day.  It’s tax season!  Many people have…

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Markets Swoon as Expected

February 24, 2022 – Stock market valuations have swooned yet again today with investors taking some risk off of the table in a broad-based sell-off that has seen some stock market indices plunge nearly 2%…

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Hairy Therapy

January 21, 2022 | Lena Rizkallah, JD, CRPC® I am your typical New Yorker. I know how to hail a taxi without getting side-swiped. On escalators, I stand on the right and walk on the…

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Conte Wealth Advisors Names Alycia Paulus Director of Marketing and Communications

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Andrew Wallace Joins Conte Wealth Advisors, LLC as a Financial Advisor in York, Pennsylvania

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4 Social Security Questions Answered

October 7, 2021 | Lena Rizkallah, JD, CRPC® One of the most confusing aspects of retirement planning is understanding Social Security. The rules can be confusing and hard to decipher, and the benefits are likely…

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Am I crazy or is bubble tea pricey these days?

My father loved making a deal, especially when car shopping.  When I was in college and ready for my first ‘real’ car, I had my eye on a 4-door black Volkswagen Jetta with state-of-the-art manual…

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Throw Like A Girl, Invest Like A Woman

April 22, 2021 | Lena Rizkallah, JD, CRPC® When I was younger, I lived all year for the one week of vacation our family would spend in Ocean City, Maryland.  I was- and still am-…

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Inflation Is Like The Tooth Fairy, No Really

April 6, 2021 | Anthony Conte, MSFS, CEPA, CFP

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Get Out Your Confetti, Here’s Some Good Economic News

Mar 16, 2021 | Anthony Conte, MSFS, CEPA, CFP Looking for some good news relating to the economy? CWA’s managing partner, Tony Conte shares why you should be optimistic about the markets.

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Martini Investing

Feb 25, 2021 | Lena Rizkallah, JD, CRPC® I’m a fan of vodka martinis. I like my martinis very dry with a drop of vermouth, not at all dirty, and with three olives (a bartender…

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