D'Angelo Financial Services

05/22/2026

We remember with gratitude those who made the ultimate sacrifice. Their legacy lives on.

05/22/2026

An HSA is more than a way to pay for current healthcare costs. It can play a critical role in long term retirement planning when paired with a 401(k). The average 65-year-old today may need more than $172,000 for healthcare expenses in retirement, yet many employees have not accounted for this in their savings strategy.
By using both an HSA and a 401(k), employees can strengthen their financial future. Those who take advantage of this combination tend to save more, feel more confident about retirement, and are less likely to tap into their savings early. Together, these benefits create a more complete approach to preparing for both everyday needs and future healthcare costs.

fidelityworkplace.com

05/21/2026

The "One Big Beautiful Bill Act," passed last year, extended key tax provisions and brought greater clarity to the planning landscape. Learn how these changes may create expanded opportunities for estate and wealth transfer strategies:

raymondjames.com

05/20/2026

To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place. Learn how to protect yourself and your loved ones:

raymondjames.com

05/09/2026

Today we celebrate the love, care and dedication that moms bring to our lives. Happy Mother's Day!

04/29/2026

True longevity planning looks beyond the balance sheet to help clients prepare for longer, more meaningful lives. Health, purpose, relationships and lifestyle choices all play a critical role in how fulfilling those years will be.

That's why I use longevity planning resources to help clients align their financial strategy with the life they want to live, not just the numbers they want to hit.

Because planning for the future means planning for how you'll live, not just how long your money will last.

raymondjames.com

04/21/2026

The rules have changed for high earners making catch-up contributions to employer-sponsored retirement saving plans such as a 401(k). Understand what it means for your savings goals:

raymondjames.com

03/31/2026

From understanding financial tradeoffs to preparing for unexpected expenses, children benefit from early exposure to real-world money lessons. Support their confidence with simple strategies that stick:

raymondjames.com

03/18/2026

Help young investors build confidence by understanding the fundamental tools and strategies that support long‑term financial success. Explore this primer highlighting key concepts from stocks and bonds to investing styles like value and growth:

raymondjames.com

03/17/2026

When life changes, your taxes often do too. Knowing how milestones like a new home, a growing family or a career shift affect your tax picture can help you plan ahead. Explore the key factors to keep in mind:

raymondjames.com