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…
Whole Life Insurance Explained: HSAs and FSAs
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…
Break the Cycle: Smarter Money Moves for Real Life
Most Americans know the fundamentals of financial health: spend less than you earn, save regularly, invest wisely, maintain good credit, and plan for emergencies. Yet, just like with physical health, changing existing financial habits can…
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…
4 Medicare Mysteries Explained
July 16, 2020 | Lena Rizkallah, JD, CRPC®, Conte Wealth Advisors Many people entering retirement are faced with mixed emotions: on the one hand, it is the end of one’s career and the beginning of…
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…