Anthony J Accetta Jr. Senior Financial Advisor

09/02/2026

Life have you curious? This month reminds us that it may be time to talk to your financial professional about life insurance. Whether you need to update your policy or find a new one, take this opportunity to learn more about life.

Several factors affect the cost and availability of life insurance, including age, health, and the type and amount of insurance purchased. Any guarantees associated with a policy are dependent on the ability of the issuing insurance company to continue making claim payments.

09/02/2026

Take an inside look into Simplified Employee Pension plans.

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

08/28/2026

As complex as the details of taxes can be, the income tax process is fairly straightforward.

A quick look at how federal income taxes work.

08/26/2026

How much is enough for your emergency fund?

08/21/2026

The stock market has a long and storied history, from the Dutch East India Company to Wall St.

From the Dutch East India Company to Wall St., the stock market has a long and storied history.

08/19/2026

Do you really understand how your homeowners insurance works?

08/14/2026

Are you ready for school—again?

This worksheet can help you estimate the costs of a four-year college program.

08/12/2026

Investors should understand the ways in which financial professionals are compensated for the services they provide.

Read this overview to learn how financial advisors are compensated.

08/11/2026

Recently, I had the opportunity to send a valued member of my team, my Sales Assistant Leigh Murphy, to the Connect to Peers Conference in Utah. Continuous learning and professional development are a big part of our culture, and I believe that some of the best growth happens when we step outside of our day-to-day responsibilities and connect with others in our industry.

08/07/2026

Many people consider paying off their mortgage in retirement an easy choice. But have you considered some of these often overlooked points?

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.