Austin Cioffi

02/14/2024

What does investing have in common with one of Aesop’s Fables? Hint: think turtles, not hares.

A consistent, diversified investment strategy can help you reach your goals. Get information from MassMutual.

02/14/2024

One of the best ways to show your love on is to build a strong foundation to help protect your loved ones. Let’s talk!

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02/13/2024

Still working off that holiday debt? These tips can help!

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01/30/2024

When it comes to gauging happiness, America’s youth is placing money before marriage. No matter your goals, let’s talk through your plans and make sure you’re on track.

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11/06/2023

Tax-Loss Harvesting can be a useful strategy to help you reduce taxes when it’s time to file. Let’s go over professionally managed, diversified strategies that may help lower your tax bill. https://bit.ly/3QNiyEv.

Tax-loss harvesting involves selling assets at a loss, with the intention of repurchasing similar assets at a later date. It is a strategy that some investors use to potentially reduce short-term capital gains taxes.

10/31/2023

Have a safe and happy Halloween!

08/02/2023

69% of Business Owners say that keeping key employees loyal is a top priority. I can help you put the right plan in place to retain your best team members.

07/26/2023

Nearly half of business owners believe the value of their business will grow in the future, and most believe it will happen by strategically improving operations. I can help you plan for a more secure tomorrow – contact me today to discuss.

Source: MassMutual’s “Business Owner Perspective” Study, 2022.

07/26/2023

Is it time to refinance your student loan? Now that the federal student loan pause is over, you may want to weigh the pros and cons. https://blog.massmutual.com/post/refinancing-student-loans.

07/12/2023

Only 33% of business owners have identified a successor to the business. Putting a buy/sell agreement in place can offer you peace of mind and help grow business value. Let’s get started with your succession plan today.

Source: MassMutual’s “Business Owner Perspective” Study, 2022.

06/28/2023

For many, finances are a source of emotional stress. But managing finances and managing emotions often follow the same path to success. I can help with your financial path.

06/26/2023

The main reasons business owners say they’ll never leave their business? Missing their role as owner (62%) and having concerns about future financial security (60%). If you’re concerned about the latter, let’s connect. I can help you plan for a more secure future.

Source: MassMutual’s “Business Owner Perspective” Study, 2022.