The Barone Financial Consulting Group

The Barone Financial Consulting Group A financial advisory practice of Ameriprise Financial Services, LLC

07/03/2024

Happy Independence Day, America! How will you celebrate this Fourth of July?

05/25/2024

On Memorial Day, we honor and thank all those who’ve sacrificed their lives serving and protecting our country.

01/02/2024

Wishing you a happy, healthy and bright year ahead. Happy New Year!

If you or your dependents have been in the hospital or had other significant medical or dental expenses, keep the receip...
12/13/2023

If you or your dependents have been in the hospital or had other significant medical or dental expenses, keep the receipts — they could help reduce your tax bill.

Selling stocks at a loss can offset the taxes you would pay on other investment gains. This strategy is one way to use t...
12/10/2023

Selling stocks at a loss can offset the taxes you would pay on other investment gains. This strategy is one way to use the tax code to reduce the sting of an investment loss.

Want to reduce your taxable income? Contribute to your retirement account. This easy, straight forward tax strategy can ...
12/05/2023

Want to reduce your taxable income? Contribute to your retirement account. This easy, straight forward tax strategy can be used by most workers. Plus, you'll be one step closer to reaching your retirement goals.

Charitable contributions can be tax deductible, and you don’t have to give cash. Donations of clothes, food, or househol...
12/02/2023

Charitable contributions can be tax deductible, and you don’t have to give cash. Donations of clothes, food, or household items, for example, can lower your tax bill.

If you have a high-deductible health plan, consider using a Health Savings Account. This account offers tax benefits for...
11/29/2023

If you have a high-deductible health plan, consider using a Health Savings Account. This account offers tax benefits for today and tomorrow:

1. Contributions offer an immediate tax deduction
2. Earnings grow tax-deferred
3. Withdrawals used to pay qualified medical expenses are tax-free

Wishing you a Hanukkah filled with light and special moments with family and friends.
12/19/2022

Wishing you a Hanukkah filled with light and special moments with family and friends.

10/04/2022

Wishing you a meaningful observance and an easy fast this Yom Kippur!

Sweet new year wishes to you and your loved ones this Rosh Hashanah.
09/26/2022

Sweet new year wishes to you and your loved ones this Rosh Hashanah.

Address

100 South Jersey Avenue Unit 11
East Setauket, NY
11733

Telephone

+16313537880

Website

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