Don M. D'anzieri, CFP

01/05/2023

Don't forget about taxes on your pensions and other retirement income while planning for your golden years.

Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Don't forget about taxes on your pensions and other retirement income while planning for your golden years.

12/20/2022

Wishing you the happiest of holidays surrounded with peace, joy and love.

12/08/2022

Join me for an informative webinar on utilizing life insurance to pre-fund your retirement taxes. Be sure to register for this event to receive your invitation. I look forward to seeing you there!

Please click the Zoom link to register:

https://bit.ly/3BmJ6Ea

12/08/2022

10 Facts about a Recession

Fears of an economic downturn are once again on the rise, but what is a recession, exactly? We tackle this and other questions here.

12/06/2022

Making your retirement plan more tax efficient now can potentially save you some big tax headaches (and bills!) later.

Financial Professionals do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Making your retirement plan more tax efficient now, says financial planner Shawn Mueller, can potentially save you some big tax headaches (and bills!) later.

12/01/2022

Survivors benefits can help younger and older widows make ends meet, and there could be more than one claim option available. And the stakes are high!

11/30/2022

Aging brings a lot of changes, but a care plan helps ensure you and your family can face the future with confidence — and make each moment count. I can help.

11/24/2022

Giving thanks for all the wonderful people who support my practice. Enjoy your day with those you love most!

11/23/2022

Our health changes as we age – do you have a plan in case “what if” becomes “what now”? I can help.

11/16/2022

You’re healthy now. But what if your household chores get to be more than you can handle when you’re older? I can help.

11/15/2022

If you can’t pay it off before all is said and done, there are key steps you can take to ensure that everything gets handled fairly.

11/11/2022

Honoring our heroes today. Happy Veteran’s Day.