Phillip Lippi at Prudential

06/06/2025

10/09/2024

How to Build Your Financial House From the Foundation Up - https://www.kiplinger.com/personal-finance/how-to-build-your-financial-house-from-the-foundation-up

By providing links to other sites, Prudential does not guarantee, approve, or endorse the information or products available on these sites or the operators of these sites. Prudential is not affiliated with Kiplinger.

When you draw up your financial blueprint, you’ll want the result to weather economic storms, risks that come with aging and other changes in your life.

09/05/2024

I’m proud to share that Prudential Advisors has been named Employer of Choice for Advisors by Investment News! This prestigious award is a testament to our organization’s dedication to fostering a supportive and growth-oriented environment for all our financial professionals. Read on to learn what actions we’re taking to help our advisors grow their business: https://bit.ly/4e06h89

Interested in learning about your own career opportunities at Prudential Advisors? Contact me today or visit www.prudentialadvisors.com

Prudential Advisors embeds best practices in creating an outstanding advisor experience.

07/10/2024

One in five parents say they’ve tapped into retirement savings to help adult children with their finances. By setting financial expectations with your family now, you can avoid depleting your own resources later.

Prudential’s Delvin Joyce shares more on the importance of financial planning among today’s economy in a new article from Barron’s:

A Bankrate report found that almost 70% of parents with adult children have made financial compromises to support them.

06/27/2024

Nearing retirement is an equally exciting and nerve-wracking time. As you prepare for the next phase in your journey take a look at these tips to help make sure your retirement plans stay on track.

With so many critical decisions to make and lots of opinions to consider, here are some common-sense tips to keep you on track.

12/12/2023

A common misconception is that one is too young to own life insurance, but this is not the case. Read on to learn why it’s never too early to determine your life insurance needs.

You may be thinking, “But I’m young! Isn’t life insurance for older people?” Here are a few reasons to consider getting life insurance now.

11/28/2023

Join me on November 29th at 5pm ET for a seminar on estate planning and elder law issues with Vincent Liberti.

➡️ Register here: https://bit.ly/Webinar-RobCassella

11/24/2023

Sometimes the best way to see how far you've come is to look back at where you've been. Contact me today review where you have been and to begin discussions of where you would like to go.

[email protected]
309-267-2582>

Looking at where you are now compared to where you were five years ago can give you a more realistic, and optimistic, financial outlook.

11/21/2023

When it comes to financial planning, understanding the dynamics of HSA and FSA pre-tax accounts can be game-changing toward a more secure financial future https://www.morningbrew.com/money-scoop/stories/2023/01/24/spot-the-difference via Brew

HSAs and FSAs have key differences you should consider when picking your plan.

11/16/2023

Planning for retirement can feel overwhelming. One industry expert shares their tips on how to strategize for the future.

Two strategies for making retirement savings last — probability-based income planning and guaranteed income planning — can help ensure you have what you need in your golden years, but which is right for you?

11/08/2023

Life Insurance comes in numerous shapes and sizes. Because of this, understanding the option that is best for you can be difficult. Learn more here about the options that are available to you.

Key points The two main types of life insurance are term and permanent. Term life insurance is generally the cheapest option, but rates and coverage are only locked in for a set period of time. Permanent life insurance lasts a lifetime and usually builds cash value over time, but is more