Where is Your Money Taking You?
Learn how to make your money work for you. Discover tips and insights for smarter financial decisions that lead to a secure and happy retirement. Start planning for the retirement of your dreams!
Posts — Category: Financial Wellness 101
Jamie Randazzo
Jamie Randazzo has been helping retirees and pre retirees plan for their ‘non-working years’ since 1996. Working as a registered investment advisor, Jamie always puts his clients’ interests first. He specializes
Jun, 07 2022
Todd S. Smith, CFP®, ChFC®, CTM®, CLTC
Todd began his financial services career in the late 1990’s working for Prudential Securities in NY soon after graduating from Hamilton College. Since then, he has developed a diverse and
Jun, 07 2022
Jesse Maltzman
Jesse Maltzman is a Certified Financial Planner™(CFP®) and Chartered Financial Consultant®(ChFC®) located in Westchester County, New York. Jesse has been advising successful professionals and business owners on securing their families’
Jun, 07 2022
Rick Sandberg
A 44-year resident of Washington, Rick was born in New York and currently resides in Tacoma with his wife Danielle and three sons Dylan, Gavin, Jax, and stepdaughter Jaidin. As
Jun, 07 2022
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Mark Stimpson
Mark is a founder and managing partner of Elevated Financial Management & he is both owner & president of Mark A Stimpson and Associates Inc. Our company mission is based
Jun, 07 2022
Evan Sussman
Evan Sussman is honored to serve as Senior Vice President for IFW. Evan has been a successful financial professional for over 17 years. On December 24th 2019, Evan was diagnosed
Jun, 07 2022
John Ferroni
John Ferroni graduated from Ashland University in 1982 with a major in business and a minor in economics. After spending 23 years in the New York City area working with
May, 19 2022
Selling a Home That is Financially Underwater
Being underwater on your mortgage does not refer to having a flooded home. Instead, it means that your current debt on the house is higher than the current value of your home.
Apr, 18 2022