Joseph A. Catanzaro CFP

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Joseph A. Catanzaro CFP No offers may be made or accepted from any resident of any other state.

• Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC finra.org sipc.org

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

📄 Your Will Isn’t Always the Final WordYour will may say one thing while a beneficiary form says another.👤 Retirement ac...
10/16/2026

📄 Your Will Isn’t Always the Final Word

Your will may say one thing while a beneficiary form says another.

👤 Retirement accounts and life insurance proceeds generally follow the beneficiary designation on file. Updating your will does not automatically update those accounts.

🔎 Workplace plans, IRAs, and life insurance policies all deserve their own beneficiary review to make sure your overall plan reflects your current wishes.

10/13/2026

🩺 Turning 65 does not suddenly make Medicare simple.

There are different parts, timelines, and coverage choices to understand. Your doctors, prescriptions, existing coverage, retirement timing, and budget can all affect the questions worth asking.

Medicare should be considered as part of your larger retirement conversation, rather than simply another form to complete. Starting the conversation early gives you time to understand the moving pieces and approach your decisions with greater confidence.

📅 Medicare Open Enrollment runs from October 15 through December 7. If Medicare is part of your life this year, now is a good time to learn more about your options.

⛳ Four alumni, one golf outing.The golf wasn’t great, but the laughs were. A great reminder of how important and health...
10/11/2026

⛳ Four alumni, one golf outing.

The golf wasn’t great, but the laughs were. A great reminder of how important and healthy it is to stay connected with old friends!

🍂 Fall is a good time to start looking ahead at the financial decisions that may need to be completed before the year en...
10/09/2026

🍂 Fall is a good time to start looking ahead at the financial decisions that may need to be completed before the year ends.

📅 RMDs, if applicable, Roth conversions, charitable giving, and other year-end decisions can take time to review and coordinate.

⏳ Starting early gives you more time to work through the details before the holiday rush and the December 31 deadline.

⚾ On National Coaches Day, this photo brings back great memories of coaching my children through different sports.It’s b...
10/06/2026

⚾ On National Coaches Day, this photo brings back great memories of coaching my children through different sports.

It’s been about so much more than what happens on the field. It’s the lessons we’ve shared, the friendships we’ve made, the laughs, the tough losses, and all the moments that have made each season memorable.

The wins are always special, but the time spent together has been the greatest reward. I’m grateful for every team, every season, and all the memories along the way.

👏 Happy Coaches Day to all the coaches who give their time, energy, and heart to helping young athletes grow!

🍁 Fall has a way of bringing people back to the routines they look forward to all year.One of my favorite ways to welcom...
10/02/2026

🍁 Fall has a way of bringing people back to the routines they look forward to all year.

One of my favorite ways to welcome the season is taking a drive up into the Pocono Mountains, finding a scenic overlook, and simply soaking in the view. There’s nothing quite like crisp autumn air, winding mountain roads, and a landscape painted in brilliant shades of red, orange, and gold. 🚗🍂

Here’s to making time for the simple moments that make fall so special.

09/29/2026

🛡️ Life insurance is easy to put off because no one likes to imagine why it might be needed.

But some of the most important planning conversations begin with a simple question: If life changed unexpectedly, what would the people who depend on me need? 💭

It is more than just owning a policy. It is about understanding who relies on you, what responsibilities would remain, and whether your coverage still reflects the life you are living today.

📅 September is Life Insurance Awareness Month, making it a timely opportunity to consider the role insurance plays in your broader financial picture.

What a fantastic September day celebrating my daughter’s wedding! 💍🥂Surrounded by family and friends, it was a beautiful...
09/25/2026

What a fantastic September day celebrating my daughter’s wedding! 💍🥂

Surrounded by family and friends, it was a beautiful occasion filled with love, laughter, dancing, and plenty of “one more story” memories along the way.

So grateful for moments like these! ❤️

🏥 For those approaching retirement, an HSA can continue to be a valuable financial tool even after leaving an employer h...
09/23/2026

🏥 For those approaching retirement, an HSA can continue to be a valuable financial tool even after leaving an employer health plan.

🔄 At 65, nonmedical withdrawals are no longer subject to the additional 20% tax, although they are generally included in gross income. Qualified medical withdrawals remain tax-free.

Medicare enrollment also affects HSA contributions. Once you’re enrolled in Medicare, you can no longer contribute to an HSA, making the timing of that transition important.

🏈 Football is back!The season is about more than the game. It’s the traditions, the memories, and the people you get to ...
09/17/2026

🏈 Football is back!

The season is about more than the game. It’s the traditions, the memories, and the people you get to share it with.

Here’s to another season, having a game plan for what’s ahead, and enjoying the moments that matter most.

Go Birds! 🦅

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