Fusano Private Wealth

09/30/2026

If you’re 65 or older, you may need to enroll in Medicare. We’ll help you sort through the basics to determine if you qualify. Read more here:

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

09/29/2026

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.

09/28/2026

SocialMedia may be important in growing your company, but it may introduce liability. Is your company protected?

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

09/26/2026

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

09/25/2026

Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

09/24/2026

Retirement after a long career often brings a significant 401(k), and with it, a big question: "What's next for these savings?" Many recently retired individuals find themselves at a crossroads, unsure how to best manage their accumulated wealth to ensure it supports their dreams and lasts throughout their retirement. This uncertainty can feel overwhelming, but it's also an opportunity to take control and shape a confident financial future.

At Fusano Private Wealth, I guide clients through this pivotal moment. I recently worked with someone who, after decades with the same company, faced this exact challenge with their substantial 401(k). Together, we explored their unique retirement aspirations, their comfort with risk, and crafted a personalized strategy that brought clarity and purpose to their savings. This client became the hero of their own retirement success story, moving forward with confidence and a clear plan. I am dedicated to helping recently retired individuals, no matter where they are, transform their 401(k) questions into confident financial answers.

If you've recently retired with a sizable 401(k) and are ready to take charge of your financial future, message me at Fusano Private Wealth. Let's work together to build a strategy that empowers you to achieve your retirement goals.

09/24/2026

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

09/23/2026

Finding the proper insurance for your condo means knowing what is covered by the association’s insurance.

Important items to consider when purchasing condo insurance.

09/22/2026

Learn the language of life insurance.

When considering life insurance, it's important to understand your options.

09/21/2026

Medicare doesn’t cover all the health-care expenses you may experience. Enter Medigap.

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.