Frank DiGregorio

04/14/2023

To all of my Friends: I have left Barnum Financial to strike out on my own. The new company is called Bespoke Wealth Management. My cell number stays the same at 631-327-1262. Email is [email protected]. Let me help plan your financial future and your risk management plan.
Warm Regards,
Frank DiGregorio

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01/30/2023

Because they felt conflicted about which goal to prioritize, Stephen and Maria weren’t doing a good job saving for either one. They started working with a Barnum professional who analyzed their cash flow and expenses, set realistic savings goals, and created a plan that included contributing to a 401 (k) to get the company match, setting up a 529 college savings plan, and buying a whole life policy to build cash value. https://bit.ly/3bKrqcl
CRN202507-283110

01/30/2023

2022 was a tough time for a lot of people and concerns about the economy have rarely been higher. Let’s get past the doom and gloom and talk through your plans to weather the rocky economy. https://www.massmutual.com/about-us/news-and-press-releases/press-releases/2022/11/massmutual-consumer-spending-and-saving-index-inflation-and-recession-fears-have-americans-looking.

01/24/2023

Choosing options that offer different tax advantages is just as important and beneficial as diversifying your investment portfolio! It can mean saving more and reducing income tax liability during retirement. https://blog.massmutual.com/post/wholelife-diversify-taxes.

01/24/2023

Saving enough for retirement has its challenges! Talk to me about how whole life insurance may help better secure your future.

01/24/2023

While the total amount of allowed contributions in qualified plans is rising for 2023, you may have clients that will eventually max out. Let’s talk about how these people could benefit from a tax-deferred, non-qualified annuity which can help keep them on track in optimizing their retirement savings. https://blog.massmutual.com/post/four-oh-one-kay-not-enough?_ga=2.40586023.486167156.1668025820-646024193.1664474638.

01/03/2023

Did you know that the inflation rate for the last 12 months is 8.5%? Learn how a variable annuity man help you keep pace with inflation and protect retirement assets – get in touch today.

01/03/2023

January is . Start out the new year by taking steps to improve your financial wellbeing.

11/28/2022

Gift giving can play an important role in year end financial planning. Learn more about how gifting strategies can help your clients and their beneficiaries today, and well into the future.
https://blog.massmutual.com/post/mmtc-estate-planning?utm_source=facebook&utm_medium=social_hearsay&utm_content=2098178&utm_campaign=aa584891?

Some families should consider taking gift tax exemptions now as it may save their estates sizable amounts in the future.

11/28/2022

Life insurance means your kids are protected should the worst happen. Get in touch with me to learn how.