Bobby-Joe Esposito, Financial Planner

Bobby-Joe Esposito, Financial Planner My mission is to cut through the clutter and noise so that you can make confident financial decisions

Securities offered through LPL Financial, Member FINRA/SIPC finra.org sipc.org

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.



• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Learn more about whether you need to pay estimated taxes.
06/24/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this mess...
06/22/2026

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

A windfall from a loved one can be both rewarding and complicated.

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m ...
06/19/2026

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

The examples of famous celebrities underline the need for a clear estate strategy.

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?
06/17/2026

Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car?

Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might inc...
06/15/2026

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
06/12/2026

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.

Entrepreneurs all face the same question, “Which business structure should I adopt?”

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, m...
06/10/2026

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
06/08/2026

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works ...
06/05/2026

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

Compare different mortgage term lengths side by side to find the option that fits your budget.

Address

500 3rd Street
Delanco, NJ
08075

Telephone

+18568403480

Website

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