Nisivoccia Wealth Advisors LLC currently has an opening for an energetic Wealth Management assistant to work with our Nisivoccia Wealth Advisors LLC team. The assistant will be responsible for general administrative tasks, including: Client correspondence Data entry Client paperwork processing Basic client communication This individual will interact with clients by…
Read MoreSeptember 27, 2017 – Damien Paumi is pleased to announce that he has been named to the 2017 edition of the Financial Times 401 Top Retirement Plan Advisers. The list awards and recognizes the top financial advisers with specialization in serving defined contribution (DC) retirement plans. Applicants of the award…
Read MoreA useful year-end move to counteract capital gains. Provided by Nisivoccia Wealth Advisors LLC It looks like 2017 will end up being a very good year for the stock market. Consequently, you may realize short-term capital gains. What will you do about them? You could do what many…
Read MoreFrom one perspective, the answer is yes; from another, no. Provided by Nisivoccia Wealth Advisors LLC When you buy a home, are you investing? If you buy it to flip it or buy it as a rental property, the answer is yes. If you buy a home simply…
Read MoreHow can you protect yourself against ransomware, phishing, and other tactics? Provided by Nisivoccia Wealth Advisors LLC Imagine finding out that your computer has been hacked. The hackers leave you a message: if you want your data back, you must pay them $300 in bitcoin. This was what…
Read MoreHave you been affected? If so, how can you try to protect yourself? Provided by Nisivoccia Wealth Advisors LLC On September 7, credit reporting agency Equifax dropped a consumer bombshell. It revealed that cybercriminals had gained access to the personal information of as many as 143 million Americans…
Read MoreIf you’re going to say “I do,” here are some things you might want to do. Provided by Nisivoccia Wealth Advisors LLC Are you marrying soon? Have you recently married? As you begin your life together, it is important for you to start planning your financial future together…
Read MoreBasic estate planning documents may not communicate your intentions. Provided by Nisivoccia Wealth Advisors There are three degrees of estate planning: advanced, basic, and none at all. Basic is better than none, but elementary estate planning can still leave something to be desired. While appropriate documents may be…
Read MoreWhere do things proceed from that point? Provided by Nisivoccia Wealth Advisors LLC Every day, people die intestate. In legalese, that means without a will. This opens the door for the courts to decide what happens with their estates. When no valid will exists, state intestacy laws…
Read MoreDo you really want to risk facing these potential outcomes? Provided by Nisivoccia Wealth Advisors LLC Saving for retirement may seem a thankless task. But you may be thanking yourself later. Putting away a percentage of one’s income, money that could be used for any number of bills…
Read MoreCrises pass, and markets eventually regain equilibrium. Provided by Nisivoccia Wealth Advisors LLC We have seen some uneasy times lately. Uneasiness impacts the financial markets. When it does, we all need to keep some long-term perspective in mind. Those who race to the sidelines and exit equities may…
Read MoreYou may assume you will. That assumption could be a retirement planning risk. Provided by Nisivoccia Wealth Advisors How long do you think you will work? Are you one of those baby boomers (or Gen Xers) who believes he or she can work past 65? Some pre-retirees…
Read More… and for how long? Provided by Nisivoccia Wealth Advisors You might be surprised how many people have financial documents scattered all over the house – on the kitchen table, underneath old newspapers, in the hall closet, in the basement. If this describes your financial “filing system,” you may have…
Read MoreNisivoccia Wealth Advisors invites you to join us for a medicare informational seminar on Wednesday, September 27, 2017 from 6:00 pm to 8:00 pm at our offices, 200 Valley Road, STE 300, Mount Arlington, New Jersey 07856. Betsy Chandler of MIC Insurance Services will discuss an overview of Medicare…
Read MoreWise money moves for parents under 40. Provided by Nisivoccia Wealth Advisors As you start a family, you start to think about certain financial matters. Before you became a mom or dad, you may not have thought about them much, but so much changes when you have kids.…
Read MoreA summary of what you need to know. Provided by Nisivoccia Wealth Advisors LLC Key Medicare enrollment periods are approaching. This fall and winter, there are three periods in which Medicare beneficiaries can either enroll or disenroll in forms of coverage. >> Oct. 15-Dec. 7, 2017: Open…
Read MoreA few things you may want to think about before filing for benefits. Provided by Nisivoccia Wealth Advisors LLC Whether you want to leave work at 62, 67, or 70, claiming the retirement benefits you are entitled to by federal law is no casual decision. You will want…
Read MoreKeep an eye out for these signs. Provided by Nisivoccia Wealth Advisors LLC As NBC News notes, identity theft hit 15.4 million Americans last year. Perhaps it hit you. You know you have been victimized when you get that courtesy call or email from a bank or credit…
Read MoreHow can you plan to protect yourself against this increasingly common crime? Provided by Nisivoccia Wealth Advisors LLC Debit card data theft has surged lately. According to FICO’s Card Alert Service, the number of businesses or ATM locations where debit cards were hacked rose 26% from 2015 to…
Read MoreHow can you convey its importance and its meaning? Provided by Nisivoccia Wealth Advisors LLC Are you an owner of a thriving business or a medical or legal practice? Are you a highly paid executive? If you have children, at some point they may discern how wealthy you…
Read MoreAre they worthwhile alternatives to traditional LTC policies? Provided by Nisivoccia Wealth Advisors LLC The price of long-term care insurance has really gone up. If you are a baby boomer and you have kept your eye on it for a few years, chances are you have noticed this.…
Read MoreYou could save today & tomorrow, often without that penny-pinching feeling. Provided by Nisivoccia Wealth Advisors LLC Directly & indirectly, you might be able to save more per month than you think. Hidden paths to greater savings can be found at home and at work, and their potential…
Read MoreIs your investment strategy as socially and environmentally conscious as you are? Provided by Nisivoccia Wealth Advisors LLC It’s not uncommon – Many a well-educated, socially conscious, environmentally friendly investor winds up buying shares of companies whose beliefs and business practices are far removed from their own. Why?…
Read MoreMarkets have cycles, and at some point, the major indices will descend. Provided by Nisivoccia Wealth Adivsors LLC We have seen a tremendous rally on Wall Street, nearly nine months long, with the S&P 500, Nasdaq Composite, and Dow Jones Industrial Average repeatedly settling at all-time peaks. Investors…
Read MoreProvided by Nisivoccia Wealth Advisors LLC Financially, Generation Y is often criticized for being risk averse & unaware. Is this truth, or is it fiction? In some instances, pure fiction. Here are some good financial habits common to millennials – habits their parents and grandparents might do well to emulate.…
Read MoreProvided by Nisivoccia Wealth Advisors LLC How much will your family end up paying for college? Your household’s income may have less influence than you think – and some private colleges may be cheaper than you assume. Private schools sometimes extend the best aid offers. Yes – it…
Read MoreAfter many years together, some retired spouses may find their daily routines far apart. Provided by Nisivoccia Wealth Advisors LLC When you see online ads or TV commercials about retirement planning, do they ever show baby boomer couples arguing? No. After all, retirement planning is about the pursuit…
Read MoreProvided by Nisivoccia Wealth Advisors LLC You have an estate. It doesn’t matter how limited (or unlimited) your means may be, and it doesn’t matter if you own a mansion or a motor home. Rich or poor, when you die, you leave behind an estate. For some, this…
Read MoreProvided by Nisivoccia Wealth Advisors LLC Some young adults manage to acquire a fair amount of financial literacy. In the classroom or the workplace, they learn a great deal about financial principles. Others lack such knowledge and learn money lessons by paying, to reference William Blake, “the price of…
Read More(Mt. Arlington) — November 25, 2015 — Nisivoccia Wealth Advisors headquartered in Mt. Arlington, New Jersey, was recognized for its exceptional accomplishments throughout the year at the 2015 1st Global National Conference that took place from November 8–10 at the Omni Amelia Island Resort in Fernandina Beach, Florida. "As a…
Read MoreWith the U.K.'s exit from the European Union — the Brexit — now a reality, there is a great level of uncertainty among investors as they try to discern what this means to their financial plans. Download Full Article Here
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