Articles by Peter Longo

  • Reposition Assets For Tax-Efficient Wealth Transfer

    If you’re close to or in retirement and asking yourself how you can best pass your wealth on to your heirs, repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy.

  • An Annuity Income Strategy During Volatile Markets

    Having a financial plan in place for the good times and the bad is essential, especially as one approaches retirement. Periodically, a financial plan should be revisited, and new strategies considered.

  • Will Your Nest Egg Last Through Retirement?

    Are you saving enough now to last through your retirement? Consider these useful tips and insights on how to make smart saving and spending decisions for each phase of life regarding retirement.

  • Important planning considerations: insurance & long-term care

    When the topic of financial planning is raised, people’s thoughts tend to immediately focus on saving, investing, and ultimately generating income in retirement. While these are certainly critical components of building a solid financial foundation, so too are strategies for protecting your income and assets from the unexpected. Have you considered the importance of insurance and long-term care as part of your financial plan?

  • The Three A’s of Retirement Income

    You’ve spent your entire working life saving and investing in tax-advantaged retirement accounts like 401(k)s and IRAs.

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