Tom McDermott

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Tom McDermott Financial Planning, Wealth Management, Insurance Planning life and disability insurance) as well as retirement and investment planning.

Work with families and individuals, in all age ranges, for financial protection through insurance products (i.e. Areas of focus are for those just starting out and want to accumulate wealth, and pre/post-retirees for income distribution in retirement. Also work with small to medium sized businesses for group insurance plans and business continuation/succession planning. Insurance and Financial Products Offered:
Life (Term and Whole), Disability Income, Long-Term Care, Accident/Cancer, Group Supplement Coverage, Annuities, and other financial products

I am licensed to sell insurance in: NY, NJ, MA, FL, NC, SC, CA, MD, GA, VA, ME And securities licensed in: NY, NJ, FL, CA, PA, VA I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 420 Lexington Avenue, Suite 2510, New York, NY 10170, 212-578-0300.

Extended care refers to services needed by those who have a chronic illness or disability.
10/16/2026

Extended care refers to services needed by those who have a chronic illness or disability.

Understanding the types of extended care services—and what those services could cost—may be critical.

Want to know if you or your loved ones will be affected by the new Social Security Fairness Act? Read more about these i...
10/14/2026

Want to know if you or your loved ones will be affected by the new Social Security Fairness Act? Read more about these important changes and what they mean for retirement strategy.

Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.

Even low inflation rates can pose a threat to investmentreturns.
10/12/2026

Even low inflation rates can pose a threat to investment
returns.

Even low inflation rates can pose a threat to investment returns.

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would...
10/09/2026

In 2024, the average work bonus was roughly 2.8 percent of the worker’s annual salary, across all industries. What would you do with yours?

This article examines one's options when receiving a work bonus or other financial windfalls.

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

Ben Franklin used compound interest to make big contributions to his two favorite cities.
10/07/2026

Ben Franklin used compound interest to make big contributions to his two favorite cities.

Learn how to harness the power of compound interest for your investments.

How prepared are you for retirement?
10/05/2026

How prepared are you for retirement?

This checklist can give you a quick snapshot of how prepared you are.

As health care expenses continue to climb, faster than wages and inflation, many American families struggle to afford ne...
10/02/2026

As health care expenses continue to climb, faster than wages and inflation, many American families struggle to afford necessary medical care. But tools are available to help ease the financial burden. HSAs and FSAs might help your household.

How HSAs and FSAs might help your household.

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial ...
09/30/2026

Half of execs believe their skills will be obsolete in two years. The chair of the SEC thinks AI will spark a financial crisis. What does such concern or uncertainty mean for your future and your financial strategy?

What do concerns or uncertainty about AI mean for your future and your financial strategy?

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by th...
09/28/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Address

601 Heritage Drive, Suite 155
Jupiter, FL
33458

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm
Saturday 10am - 1pm

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