New Year, Clear Goals: How to Set Yourself Up for Success in 2026
The start of a new year is a powerful opportunity to reflect, reset, and set intentions for the months ahead. Whether it’s personal growth, career advancement, financial milestones, or health goals, taking the time to…
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…
Enduring Legacy: Planning for 2026 and Beyond
Legacy planning is not just for the wealthy — it’s for anyone who wants to protect their loved ones, preserve their values, and create lasting financial stability. And with the federal estate tax exemption set…
Gifting with Purpose: Smart and Tax-Efficient Wealth Transfer
One of the greatest privileges of wealth is the ability to share it — to support loved ones, make an impact, and shape the future. Yet, the act of giving requires strategy. Without careful planning,…
Disaster Planning: Protecting Your Assets and Your Family
At Conte Wealth Advisors, we know that unexpected events, from severe storms to sudden financial challenges, can happen at any time. Having a plan in place is essential to protect your family, your finances, and…
Preparing for Tax Season: How Families Can Stay Ahead
Tax season can feel overwhelming, especially for families balancing work, school, and holiday expenses. But with some preparation now, you can make the process smoother, reduce stress, and even maximize potential savings.
Exploring College Savings Plans
When it comes to preparing for college costs, it’s never too early—or too late—to start planning. Between rising tuition and evolving financial aid structures, understanding your savings options is a crucial step in building a…
Understanding Your Financial Portfolio: What’s Inside and Why It Matters
When you hear the word portfolio, you might think of an artist’s collection of work or a student’s binder of projects. In the financial world, however, a portfolio is something far more important—it’s the collection…
Using a Roth IRA for College Savings – A Flexible Alternative
When people think about college savings, they often go straight to 529 plans. While that’s a great option, it’s not the only one worth considering. One lesser-known—but highly effective—strategy is using a Roth IRA to…
The Five Basics of Financial Literacy: What Everyone Should Know
Financial literacy is more than just balancing a checkbook or knowing how to save money—it’s about understanding the core principles that shape your financial future. Whether you’re a college student just starting out or well…
Simple Steps to Grow a Strong Financial Plan
Spring has a way of making us think about fresh starts-whether that’s cleaning out the garage, planting a garden, or, yes, rethinking our financial plans. Over the years, I’ve seen that the best financial strategies…
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-…
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…
Where to find opportunities during the COVID-19 downturn
While the Covid-19 pandemic has stalled the US economy to a near halt, any doubt remaining about the prospect of recession should be eliminated with the burgeoning unemployment numbers released over the past few weeks….