John W Farina, Financial Advisor at Morgan Stanley

11/01/2022

Did you know many long-term care costs are not covered by Medicare? Learn what options you have to help control your financial exposure to uncovered care costs.

Health care costs are rising—especially for retirees, and some may need long-term care. Learn the steps you can take to help prepare yourself.

10/19/2022

When you have multiple financial goals, how do you prioritize? Here’s how to strike a balance between saving for retirement and your children’s education.

When you have multiple financial goals, how do you prioritize? Here’s how Senior Investment Strategist strikes a balance between retirement and his kids’ education.

10/17/2022

Keeping excess cash out of the market may be the safest option in a tough economic climate, but there could be a big opportunity cost. Let’s discuss what you can do to help keep your money growing.

Cash may be safe, but it’s losing value to inflation. How can you invest it while seeking some defensive qualities for your portfolio?

09/30/2022

What financial goals do you want to achieve before year-end? Let’s talk about moves you can make this fall to help set yourself up for success.

Know the moves to make before year-end to start 2023 on the right track.

09/15/2022

As you approach retirement, consider shifting from growth to preservation. Watch to learn more steps you can take to plan for your retirement goals. https://mgstn.ly/3prV49o

09/01/2022

Investing can be complicated. Your Financial Advisor relationship shouldn’t be. At Morgan Stanley, we’ll see you, hear you, and answer your questions without jargon. Set up time with me today.

Investing can be complicated. Choosing a Financial Advisor shouldn’t be.

08/26/2022

Whether you’re a parent or grandparent, here are some ideas to teach kids about giving back when going back to school: https://mgstn.ly/3QSmJvH

08/15/2022

As your children grow into young adults, you can help them learn how to manage their own financial matters. Here’s how to go about it.

As your children grow into young adults, you can help them learn how to manage their own finances.

08/08/2022

Preparing your portfolio for a rainy day is critical to meeting your financial goals. Let’s talk about how I can help. https://mgstn.ly/3O1ZgXp

07/26/2022

When market volatility picks up, having a long-term horizon is an investor’s best strategy. Check out my website: https://advisor.morganstanley.com/john.farina

Market volatility can increase or decrease depending on where we are in the business cycle. Here’s why this shouldn’t worry long-term investors.

07/19/2022

Morgan Stanley Reserved Living & Giving has a new look and feel! New features will help you save even more time and money. My Reserved clients love to book their summer travel through here: https://mgstn.ly/3Il9DUP. Check out my website: https://advisor.morganstanley.com/john.farina

07/15/2022

Recent market volatility has made it important to check the status of your retirement plan. Are you still on track toward meeting your investment goals? Let’s discuss how I can help.

Given recent market volatility, checking in on your retirement plan may make a lot of sense.