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The Fear of Estate Planning
In 1789 Benjamin Franklin said his infamous words, “Nothing is certain except death and taxes.” The reality is that we all pay taxes, and...

Michelle Ignozza
May 162 min read


Getting a Second Opinion
Every successful business owner I’ve dealt with over the years would always get a second opinion. That opinion could be a legal matter, a...

Michelle Ignozza
May 162 min read


The Retirement Game of Chess
Retirement planning is like a game of chess. Think of a married couple as the king and queen, while their assets are chess pieces on the...

Michelle Ignozza
May 162 min read


Will vs. Trusts
There is more than one option in estate planning to transfer your assets to your next of kin. It is important to know what those options...

Michelle Ignozza
May 162 min read


Retirement Planning
When planning for retirement, it is critical to have an experienced financial advisor on your side. Kevin Duffy CPA, CFP, CFF has over 35...

Michelle Ignozza
May 162 min read
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