BIONDO Perspectives

FOURTH QUARTER REVIEW 2018

By Joseph P. Biondo

Navigating the Market Volatility. Happy New Year! We hope that your holiday season was wonderful and wish you all the best for a happy and healthy 2019. As we typically do in our first Perspectives of a new year, we will reflect on 2018 and share our insights for this year and beyond. The fourth […]

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2019 Retirement Contribution Changes & Updates

By Alexa Bogusta

Important Announcement to Our Clients: 2019 retirement contribution limits have increased to $6,000 for IRAs, with a $1,000 additional catchup allowed for those 50 years old and older, and $19,000 for 401k, 403b and most 457 plans, with the $6,000 additional catchup for those 50 years old and older. We encourage our clients to start […]

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Key Takeaways of Creating a Financial Plan

By The Biondo Team

Knowing how to invest to meet your objectives takes proper research, planning, and time. Your wealth advisor can add value when markets are up and protection in times of volatility – by making a plan that takes into account both your long- and short-term goals. A one-on-one relationship with an advisor is not just about […]

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Trusted Contact Form

By The Biondo Team

Do you have a “Trusted Contact”  form on file with us? Should there be any questions or concerns about your health or welfare due to potential diminished capacity, financial exploitation or abuse, endangerment, and/or neglect, this form authorizes us and Fidelity to contact the designated trusted contact. To complete a form, please click the botton […]

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