Helping You Look After
THE PEOPLE AND THINGS YOU VALUE
Nerdwallet reported in the first quarter of 2023, Americans held an average IRA balance of $109,000. If you have an IRA, now may be the time to consider converting it to a Roth IRA. As you approach year-end tax planning, it might be the best option in preparation for...
Every business owner should consider what will happen to their business when they die. With proper estate planning and a thorough business succession strategy, you can dictate exactly how you want the transition to go. Questions to consider To help you make choices...
As time passes, you quickly realize the importance of getting your affairs together. Along with a will and estate plan to ensure your hard-earned assets go where you want, you must also think about yourself. If the time comes when you cannot make medical decisions for...
Attorney James Ruggiero is a guest on WDIY Lehigh Valley Public Radio's program, Your Financial Choices, to discuss Trusts. Click Here to listen to the program.
Join Jim Ruggiero, Esq. AEP, EPLS to learn more about key elements in an estate plan after retirement. Date: Monday, May 8, 2023 Time: 7:00pm - 8:00pm EST Online: This is an online event. Event URL will be sent via registration email. Register For This Event ...
Beginning your retirement is a great milestone that is worth celebrating. You have put in many years of hard work, and you are now able to focus your energy on the next phase of your life. However, before you begin this next chapter, you need to make sure that you...
Beth Ruggiero will be presenting at Forge Wealth Management events. Reserve your spot and learn more about your options for retirement.
We associate March with St. Patrick’s Day and Irish traditions such as searching for four-leaf clovers, which are thought to bring good luck. One thing that parents should never leave to luck is providing for their minor children. Young parents work hard to create a...
In 1987, Congress passed a law recognizing March as Women’s History Month—a time to honor the contributions and achievements of women throughout American history in a variety of fields. Women have played a vital role in building the United States into a strong and...
Slicing Your Estate Planning Pi(e) What? You didn’t know that March 14 (3/14) is National Pi Day? We didn’t either until recently, but now we know this celebratory day was established (you guessed it!) by a physicist (Larry Shaw) to recognize the mathematical constant...
