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Friday, July 10, 2026

Permanent life insurance is typically purchased by high-net-worth individuals, business owners, and people seeking lifelong coverage or estate-planning benefits.

Wednesday, July 8, 2026

Many financial experts expect a market correction, but the timing and severity are unknown. That uncertainty makes now a good time to review your investments and determine whether changes are needed.

Wednesday, July 8, 2026

Your financial life is more than a paycheck. Between your 401(k), stock options, deferred compensation, retirement accounts, taxes, and future income needs, making the right decisions requires a coordinated strategy.

Saturday, June 27, 2026

Women aged 60 to 75 seek a Certified Financial Planner (CFP®) to provide comprehensive, goals-based planning rather than just investment management.

Friday, June 26, 2026

For families already using a 529, the question we get most often is: Should we add Trump Accounts, replace the 529, or skip it entirely?

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Tuesday, June 23, 2026

Let’s identify what matters most to you and your financial future. Addressing Medicare, Social Security and paying for health and long term care expenses. Are your investment assets providing guaranteed income and minimizing market risk?

Thursday, June 18, 2026

Social Security Shortfall Projected in less than 6 years

Thursday, June 18, 2026

Consider this example: You have a $500,000 investment portfolio and pay your advisor and fund company an annual fee of 1.35% which is $6,750. What value are you receiving in return? Now imagine your portfolio drops 15%, reducing its’...

Tuesday, June 9, 2026

it’s not just what you earn, but what you keep that counts.

Sunday, April 12, 2026

I guide you in building, preserving, and transferring your wealth through time-tested strategies within a goal-oriented financial system. Allow me to assist you with your financial journey.

Wednesday, April 8, 2026

If you have replaced Medicare Part B and Part D with a Medicare Advantage plan check for coverage restrictions before you travel. Even if you're taking a day trip out of your county/state.

Saturday, April 4, 2026

Everyone has a Risk Number whether they know it or not. Your tolerance for market volatility is unique. We use a risk assessment built upon a Nobel Prize-winning framework, and you can do it yourself in just a few minutes. It’s free to...

Friday, February 13, 2026

Financial planning is crucial for creating a map to achieve life goals, gain control of your money, reduce stress, and build long-term security by managing income, investments, and risks so you are prepared for opportunities.

Thursday, February 12, 2026

Estimated the average couple will face $315,000 in medical bills during retirement. Now, look at your 401(k). Do you have enough saved to pay for two decades of living and healthcare bills? DeGerolamoFinancialStrategies.com

Saturday, January 24, 2026

For a complimentary call go to https://www.degerolamofinancialstrategies.com/

Saturday, October 18, 2025

What if there is a way to identify future risks to your financial assets, manage those risks today, maintain your control and identify the most effective strategies for managing or transferring those risks?

Sunday, August 3, 2025

When did you review your coverage? Maybe it's term life with an increase in annual premiums approaching. Or maybe it's too much or too little of coverage. What was the original purpose of the life insurance coverage?

Friday, August 1, 2025

Potential social security benefit reductions, higher Medicare premiums with reduced benefits. Increased federal taxes. These are potential long term impacts on your retirement income Plan accordingly.

Friday, July 25, 2025

Don't automatically default to term life as being the least expensive. Proper analysis may disprove that interpretation. Buy term and invest the difference may not be an adequate compromise. Evaluate your options and keep an open mind.

Thursday, July 17, 2025

A financial planner will inform you how these changes may affect your federal and state tax strategies. Time to update your financial & estate planning. This is a difference between a financial advisor and a financial planner.

Sunday, July 13, 2025

You're not alone. We are experienced in guiding and supporting multiple generation life planning needs.

Tuesday, July 8, 2025

Don't Lose Money to This Text Scam Information Crimes are Difficult to Trace It starts with a text message. A local toll road service notifies you that you must pay or be fined and potentially lose your driver’s license. These “toll...

Thursday, June 26, 2025

Are you happy with your current financial professional? Have they met with you to discuss how recent market fluctuations could affect your financial plans? When was the last time the two of you sat down to really discuss goals? It’s...

Friday, June 20, 2025

What happens when your Social Security card goes missing or gets stolen? For many, a Social Security card is an important document, often kept in a safe place with other key documents like a birth certificate. The potential risks to...

Tuesday, June 17, 2025

Have you ever felt "sandwiched" between caring for your children and supporting aging parents? If so, you're not alone. This edition of Building Wealth is full of tips for discussing family finances and ways to maintain self-care even...

Tuesday, June 10, 2025

Due to market run ups, your portfolio may be out of alignment. When was the last time your portfolio was stressed tested for risks?

Wednesday, May 28, 2025

What other retirement income planning choices does your plan offer?

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