Josh Lucarelli

08/20/2022

Vibes 🍹

07/15/2022

It’s surreal to see your two best friends tie the knot together. Cheers to the Cannons 🥂

05/16/2022

Can’t beat lake days with the family 🍻

04/27/2022

I sat for the CFP Exam for the first time on March 14, 2022 after 10 months of coursework and hundreds of hours of studying. After a long six weeks later, I finally have my result and I passed!

This was a major commitment and is certainly up there with my proudest achievements. I want to give a huge thanks to everyone who supported me throughout my study process, I wouldn't have been able to do it without you.

Very much looking forward to continuing my financial planning experience and being able to use the marks in the future!

09/23/2021

BUSINESS OWNERS…

Biden’s new proposal would require banks to report all deposits and withdrawals to your personal and business account over $600 to the IRS.

This could affect you if you’re receiving income “under the table” and not reporting to the IRS.

If this gets passed (unlikely but possible), are you prepared?

09/22/2021

BUSINESS OWNERS…

Whether you run a business with several employees, or you’re a solopreneur, there are many retirement plans available to you (outside the Trad & Roth IRA) that can help you invest more into yourself, your business, and your employees.

Are you aware of the advantageous retirement plans available to you?

08/26/2021

A whopping 61% of tax payers paid $0 in federal income taxes in 2020 (up from 44% in 2019). This is astounding to me.

I'd love to hear your thoughts on this increase in numbers and if you think the percent will continue to increase or decrease in future years and why in the comments!

07/02/2021

As stressful as from credit cards and car loans can be for many people, an even greater number of people with debt from report high levels of mental and emotional stress, a new survey from and finds.

Student loan debt is a source of mental and emotional stress, but employer-provided assistance programs can help.

07/01/2021

New research from and finds that people can benefit from better education around and making this part of a broader financial plan before taking it on. Let’s discuss.

06/30/2021

Are you or someone in your family in or heading off to college, and taking ? Consider if monthly repayments will be affordable based on a student’s projected career earnings in a desired field. Online tools can help. ’s guide explains.

Over the last two decades, the use of student loans to pay for college has grown substantially. This guide examines the options families should consider when it comes to both taking out federal or private student loans and paying them back.

06/30/2021

A new national poll sponsored by explores the degree of mental or emotional stress caused by and other . The findings are cause for concern—and action.

Student loan debt is a source of mental and emotional stress, but employer-provided assistance programs can help.

05/20/2021

Here are some steps to consider if comes earlier than planned:
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Step 8: Seek out a financial professional you can trust to help ensure you have the income you need for as long as you will need it while minimizing risk along the way.

Here are several steps to consider if you’ve suffered a job loss due to the COVID-19 pandemic.