Retirement Planning

Financial fitness isn’t about perfection. It’s about building strong habits, creating stability, and making intentional choices that support your goals, values, and future. Just like physical wellness, financial wellness is built through consistency, awareness, and…

Securing a comfortable retirement isn’t just about saving consistently. It’s about making informed, intentional choices that evolve with your goals and lifestyle. Whether you’re early in your career or preparing for your final working years, the right strategies can help you build a strong, adaptable retirement plan.

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…

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…

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,…

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…

Your retirement accounts—such as IRAs, 401(k)s, or pensions—represent decades of saving, investing, and planning for your future. They’re not just numbers on a screen; they’re your security net for retirement and a reflection of your…

As fall arrives, so does open enrollment—a short but important window when you can review your health insurance and employee benefits for the upcoming year. While it may feel routine to click “renew” on your…

With family health insurance premiums rising 297 percent since 2000, averaging over $25,000 annually, some employees feel the squeeze. Deductibles, too, have jumped nearly 50 percent over the last decade, further increasing out-of-pocket expenses. In…

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…

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…

Much is written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Some classic financial missteps have been known to plague retirees, too. Calling them “missteps” may be a bit harsh,…

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…

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…

Dec 17, 2020 | Lena Rizkallah, JD, CRPC® If you’ve been semi-conscious this year, you’re probably feeling like most people and eager to move on.  While 2020 has been an unusually challenging year for most…

Sept 22, 2020 | Lena Rizkallah, JD, CRPC® Many people dream of retiring early.  My neighbor has worked for the railroad since he was 23 years old, and at 53, he is now eligible to…