Category Archives:
Retirement Planning
Vote for CWA 2017 Simply the Best
February 2, 2017 | by Janet Santiago
CWA is excited for the opportunity to be named Harrisburg Magazine’s Simply the Best and we need your…
CWA Sponsors Ft. Myers Chili Cook-Off
November 13, 2015 | by MaryAnne Nguyen
Fort Myers, FL – Conte Wealth Advisors sponsored the 4th Annual Chili Cook-Off through the Greater Fort Myers…
Frank Conte Named Growth Specialist Award Recipient
October 20, 2015 | by MaryAnne T. Nguyen
Frank A. Conte, CLU, ChFC, and Founding Partner of Conte Wealth Advisors has been named the 2015 Growth…
2015 FREE Community Shred Day
April 21, 2015 | by MaryAnne T. Nguyen
Join CWA for a FREE Community Shred Day! April 25th at 8260 College Parkway, Fort Myers, FL –…
Matthew J. Ruttenberg nominated for Top 50 Plan Advisors Under 40!
April 6, 2015 | by MaryAnne Nguyen
CWA’s very own Matthew Ruttenberg has been nominated for the “Top 50 under 40” up and coming 401k plan…
Charitable Giving, a powerful estate planning vehicle
February 24, 2015 | by James H. Mitchell, CLU, ChFC
Approximately 70% of Americans make charitable contributions during the year. Most of the contributions are done in the…
2015 Key Financial Data
December 10, 2014 | by MaryAnne Nguyen
Click 2015 Key Financial Data for information on key items regarding tax brackets, thresholds, limitations and exemptions that may…
Life Insurance: 3 Major Misconceptions
November 18, 2014 | by Alison Bach, CFP®
People come in all shapes and sizes. We are all different and unique, from our nationality and religious…
Roth IRAs – What can they do for your Estate Plan?
September 11, 2014 | by James H. Mitchell, CLU, ChFC
Generally, “estate planning” centers around the concept of passing assets to the next generation with the government taking…