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…

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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…

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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…

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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 –…

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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…

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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…

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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…

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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…

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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…

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