Anthony Geary - Financial Advisor

02/28/2022

Lock in your preferred student loan refinance rate now, while rates are still low. It’s good for 90 days. Find your rate here: https://mycb.co/{advisorname_cb}/.

Your financial professional and MassMutual are working to help you simplify and save on your student loans. Refinance with CommonBond and get a preferred interest rate plus a $200 cash bonus.

09/02/2021

You can generate a lot of tax-free income in retirement. Check out this article to see some of your options. https://cnb.cx/2VQDro2.

The more strategies you can put in place to eliminate or minimize your tax bill, the more money you can leave in your nest egg to continue growing.

07/26/2021

As a part of the offer with MassMutual and CommonBond – CommonBond now has preferred pricing for private loans to fund college education. It only takes a few minutes to check your rate.

Your financial professional and MassMutual are working to help you simplify and save on your student loans. Refinance with CommonBond and get a preferred interest rate plus a $200 cash bonus.

06/10/2021

One bad year of investment returns can really upend your retirement plans. Ask me about options to help protect your retirement resources.

05/06/2021

April is financial literacy month. Can you pass FINRA's famous six-question quiz?

Take our financial literacy quiz and see how your financial knowledge compares with NFCS survey results from individual states and the nation.

05/03/2021

Through our partnership with MassMutual, we are working with CommonBond to help you with your student loans, check your rate here https://mycb.co/677234 or contact me at [email protected] if you have questions.

Federal Student loan relief for the COVID-19 crisis may end soon. Here are some options for handling the situation.

04/30/2021

Biden's "historic" spending plans could spur rush to roths

President Biden’s infrastructure plan could spur rush to Roth conversions as retirement savers prepare for a higher tax rate environment.

01/25/2021

The 7 Financial Purposes You Should Have for 2021

Meet your goals in this new decade with these tips.

12/28/2020

Save like a pessimist, invest like an optimist

In 1984 Jane Pauley interviewed 28-year-old Bill Gates. “Some people call you a genius,” Pauley said. “I know that might embarrass you but …” Gates deadpans. No emotion. No response. “OK, I guess that doesn’t embarrass you,” Pauley says with an awkward laugh. Again, zero reaction fro...

12/03/2020

Retaining your best employees is an important part of your business strategy. An Executive Bonus Plan can differentiate your compensation and benefits package. This type of selective benefit plan provides key employees with life insurance protection during their working years and tax-advantaged accumulation for retirement and other types of benefits.* An Executive Bonus Plan can be an effective recruiting and retention tool for your business, with minimal implementation and administrative costs. The plans are flexible and can be designed to address your specific business goals. Call or email me today for an appointment to learn more about this type of selective benefit plan. Participating whole life insurance policies are issued by Massachusetts Mutual Life Insurance Company, Springfield, MA 01111-0001.

11/13/2020

Do you have any financial fears? Here are 5 you might face...

Don’t let college costs, market volatility, or longevity risk give you nightmares. Strategies to face your financial fears.

11/04/2020

MassMutual’s eligible participating policyowners have received a dividend every year since 1869 – and they will receive one again in 2021. Read more here: https://bit.ly/3kXe2kq.