by Lisa Chioffi | Jun 12, 2019 | Commentary
Congress is currently set to tackle the most comprehensive retirement legislation in recent history, with a focus on alleviating the looming retirement crisis facing many Americans today. On May 23, 2019 the Setting Every Community Up for Retirement Enhancement...
by Lisa Chioffi | Mar 25, 2019 | Commentary
While 2018 was a turbulent time for a variety of reasons, it is important to remember that every new year brings new opportunities. And while it may only be March, it is never too soon to start planning how you will budget and invest over the next 9 months. Many have...
by Lisa Chioffi | Mar 14, 2018 | Commentary
For more individuals, getting a handle on taxes has never been easy. In fact, a recent survey found that 57% of Americans were not confident in their understanding of the tax code[1] and 53% were not confident in their ability to file their taxes without...
