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…
Get Ready For 2021 With This 5-point Retirement Checklist
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…
4 Things To Consider If You’re Thinking Of Retiring Early
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…
Cheat On Your Diet, Not Your Retirement Plan
Sept 14, 2020 | Lena Rizkallah, JD, CRPC® It seems that everyone is on some type of diet these days. Whether it’s no carb/high protein; high protein/high fat/low sugar; no sugar/no carb/no fat/no dairy/all bacon—it…
What’s in a number?
Sept 8, 2020 | Lena Rizkallah, JD, CRPC® At what age does middle age begin? Nowadays, many will argue that age ‘ain’t nothin’ but a number’ and ‘you’re only as old as you feel.’ Or…
CRUSH These 4 Retirement Uncertainties
July 06, 2020 | Lena Rizkallah, JD, CRPC®, Conte Wealth Advisors When I was a kid, the weeks leading up to the first day of a school year were the most exciting of the year. …
Mick Jagger is having a great retirement; 3 ways that you can too
June 24, 2020 | Lena Rizkallah, JD, CRPC®, Conte Wealth Advisors So guess what? The Rolling Stones was scheduled to go on tour in 2020 but due to the coronavirus had to cancel all their…
Show me the money!
It’s been a month since most states issued ‘stay at home’ orders to its citizens. Since then businesses have shut down, schools have closed, people have stopped hugging each other, and my mother figured out…
Curbing Corona Chaos
Frank Conte Named Growth Specialist Award Recipient
Charitable Giving, a powerful estate planning vehicle
2015 Key Financial Data
Click 2015 Key Financial Data for information on key items regarding tax brackets, thresholds, limitations and exemptions that may affect your personal finances such as: Standard deductions & phase outs Personal exemptions Gift & estate…