John Sciancalepore ChfC MBA CFF

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In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made...
25/05/2026

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made the ultimate sacrifice to protect our country and preserve our freedom.

Please note that our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th, and will respond to any messages received during the closure as promptly as possible.

Wishing you a respectful and meaningful Memorial Day.

If you have been reevaluating your 401(k) plan as the year reaches its mid-way point, you might’ve thought about adding ...
12/05/2026

If you have been reevaluating your 401(k) plan as the year reaches its mid-way point, you might’ve thought about adding or revamping an employer matching plan.

Employer match is a great fit for companies that are looking to incentivize employees to participate in their 401(k) plans, increase employee satisfaction, and boost recruitment. However, the specifics of what an employer-matching plan looks like depend on your business's needs and the level of match you can accommodate.

That’s where we come in. We’re here to help you ensure your benefits meet your team’s needs and stay within your budget. We can talk through the specifics of adding employer matching to your 401(k) plan or revamping a current employer match plan. Give us a call today, and we can get started.

Our team wants to wish a very Happy Mother’s Day to all of the moms, grandmothers, and other maternal figures out there....
10/05/2026

Our team wants to wish a very Happy Mother’s Day to all of the moms, grandmothers, and other maternal figures out there.

From the late nights of the newborn stage to the late nights waiting up for teens, we owe moms a debt of gratitude — and sleep!

So whether you’re a mother yourself, you’re celebrating your mom, honoring your partner, or recognizing another maternal figure in your life, we hope this day is full of appreciation.

April is Financial Literacy Month, making it a great time to check in on your team's knowledge of their 401(k) plans. Th...
23/04/2026

April is Financial Literacy Month, making it a great time to check in on your team's knowledge of their 401(k) plans. These plans can be crucial tools for employees to support their long-term financial wellness, and understanding how they work can be the first step toward making the most of them. Swipe for a few key definitions of 401(k) terms.

We hope your team finds this overview helpful. If you have any questions about your 401(k) plan or would like to talk through additional ways to connect with your team about this key benefit, don’t hesitate to reach out. We are here to help.

Even though Financial Literacy Month only lasts through April, you can keep improving your financial literacy year-round...
20/04/2026

Even though Financial Literacy Month only lasts through April, you can keep improving your financial literacy year-round with a couple of simple practices. Swipe through for a few practical tips to keep yours growing.

If you would like to learn more about your specific financial situation, do not hesitate to give us a call and schedule a time to chat. We are here to help.

April is Financial Literacy Month, an important time to ensure your team knows the ins and outs of their 401(k) plans. R...
16/04/2026

April is Financial Literacy Month, an important time to ensure your team knows the ins and outs of their 401(k) plans. Research shows that a significant number of employees don't fully understand the retirement plan offered by their employer.

So, with that in mind, our team wanted to share several key definitions of 401(k) terms. Swipe through for more information.

We hope your team finds this resource helpful. As always, if you have any questions about your team’s plan or want to talk through communication strategies, don’t hesitate to reach out. We're happy to help.

We’ll hop right to it: We hope all of you have a wonderful Easter, filled with meaningful moments, time with loved ones ...
05/04/2026

We’ll hop right to it: We hope all of you have a wonderful Easter, filled with meaningful moments, time with loved ones — and maybe a chocolate egg or two!

As always, if you have any questions or needs this spring, don’t hesitate to reach out. We’re all “ears!”

As we honor Martin Luther King Jr. Day on January 19th, we wanted to take a moment to share some of our favorite account...
19/01/2026

As we honor Martin Luther King Jr. Day on January 19th, we wanted to take a moment to share some of our favorite accounts of Dr. King’s life and legacy:

🔵"My Life with Martin Luther King, Jr." by Coretta Scott King
🔵"King: A Life" by Jonathan Eig
🔵"The Autobiography of Martin Luther King, Jr." edited by Clayborne Carson

If you’re looking for more ways to honor the day, you can visit thekingcenter.org for ideas, events, and resources.

Please note that in honor of the holiday, our office is closed on Monday, January 19th. We’ll be back on Tuesday, January 20th, and look forward to connecting with you then.

31/12/2025

As we step into 2026, we want to pause and wish each of you a successful, healthy start to the year.

Please note: Our office will be closed on January 1st and 2nd, allowing our team to recharge and prepare for all that’s ahead.

Here’s to fresh starts, full calendars, and finally remembering what day it is again!

24/12/2025

As Christmas arrives, we’re reminded of the importance of slowing down and appreciating the people we’ve had the privilege of working with and supporting. That said, we’re truly grateful for your trust and partnership this time of year and always.

Our office will be closed Wednesday, December 24th, through Friday, December 26th, allowing our team to spend the holiday with their loved ones. We’ll get back to you as soon as we return.

Wishing you a joyful and restful Christmas, surrounded by the people who matter most.

Adresse

Heidelberg
69121

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