Paul Scileppi, CRPC

10/05/2020

Working toward your long-term financial goals starts with making the next right move.

09/25/2020

Curious about how elections influence market behavior? The U.S. Election Guide from explores historical market responses during election cycles, uncertainty and market volatility, and the role that the makeup of Congress plays.

08/31/2020

A little proactive planning can help minimize the impact of tax code changes and help you keep more of your retirement income in your golden years. I can work with your tax professional to help.

With an election coming up and a second stimulus package being discussed, assuming that we’ll be seeing a change in taxes is a pretty safe bet. Tax changes can have a significant impact on lifestyle for retirees—but that impact can be minimized through proper planning.

08/12/2020

Organizing all your financial accounts and documents will make it easier, when needed, for you, and your loved ones, to manage your finances.

Learn how to organize your financial accounts for your peace of mind or for your beneficiaries.

08/03/2020

If you could share one financial tip with the next generation, what would it be?

07/13/2020

What do you want to achieve today and tomorrow? Our work together to help you reach your financial goals is ongoing – we are committed to connecting regularly on a schedule that works best for you.

07/09/2020

Setting financial goals may seem daunting in times like these but the sooner you document your goals, the sooner you can begin achieving them. Let's connect and begin outlining your goals.

07/04/2020

Happy Independence Day!

07/02/2020

Hiking with my son Brendan, the trail has been the perfect place to get a thirteen year olds undivided attention during these unusual times!