Jason Depetris, CFP with Be Here Now Insurance and Financial Services

09/07/2026

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.

09/04/2026

Most inheritances won’t trigger a federal income tax bill. But what you inherit and what happens afterward mean other tax rules may come into play.

Most inheritances won’t trigger a federal income tax bill. But what you inherit and what happens afterward mean other tax rules could come into play.

09/02/2026

This survey examines household financial data and sentiment across California, Florida, Georgia, New York and Texas.

08/31/2026

Many consumers rely on credit cards to pay for everyday expenses, such as groceries, but some can't make the minimum payment, according to a new report.

08/28/2026

The "Serena Williams rule" is all about giving yourself options, rather than forcing yourself into a black-and-white retirement.

Rather than formally retire, Serena Williams sought an "evolution."

08/24/2026

Some may sound like myths, but these unique tax write-offs can be approved under strict IRS medical guidelines — provided you have the right paperwork.

08/19/2026

Scams are rampant and hard to identify. Stay up to date with this information.

08/17/2026

Passing down a family business often brings both financial and emotional challenges. For Sam and Helen, splitting ownership of the business evenly between their three children – only one of whom is active in the business - could lead to significant gridlock. Watch Sam’s story to see how estate equalization offers a way to fairly distribute assets while preventing conflicts and ensuring that each family member is cared for. If you want to know how to avoid family conflicts that could arise from traditional inheritance plans and gain peace of mind in knowing your family’s future is secure, let’s talk.

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08/13/2026

More kids than ever are learning about money. But where they're getting their information is crucial.

More kids than ever are learning about money. But where they’re getting their information is crucial.

08/11/2026

Health risks don’t end at retirement. Thoughtful planning can help you be better prepared for challenges such as rising healthcare costs or long-term care needs.

Many individuals may spend years managing health conditions later in life, making these considerations an important part of long-term financial security.

Let’s talk about how planning ahead can help you feel more confident about your future.