A Better Way Financial
Empower Your Retirement
Nicholas DeLucy - Apr 30, 2026 - Uncategorized
Please be proactive in protecting your personal and financial information. There is currently a widespread IRS-related scam targeting taxpayers. Fraudulent letters are being mailed that appear to be official IRS correspondence. These letters may reference Form CP53E, which is a legitimate notice...
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Daniel Korner - Apr 10, 2026 - Uncategorized
In today’s complex fiscal landscape, the headlines are dominated by the One Big Beautiful Bill Act (OBBBA). For the residents of our community—particularly those in or nearing retirement—this isn’t just another piece of news to ignore. It represents the most significant shift in senior tax policy...
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Frankie Guida - Mar 26, 2026 - Blog, Retirement Investing, Retirement Planning
By Frankie Guida, CFP® Most people spend 30 to 40 years investing for retirement. Then retirement arrives, and suddenly everything changes. You go from investing for retirement to investing in retirement. The problem: no on teaches you how to invest...
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Nicholas DeLucy - Jan 30, 2026 - Retirement Planning, Income Planning
When you’re choosing someone to help manage your life savings and plan for retirement, one question matters more than any other: Is this advisor legally required to put my interests first? The answer to that question separates a fiduciary financial...
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Frankie Guida - Dec 18, 2025 - Income Planning, Blog, Retirement Planning
Retirement isn’t just about how much you’ve saved—it’s about how you use that money to generate income you can rely on for the rest of your life. One tool that often sparks confusion is the annuity. What are they really?...
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Frankie Guida - Dec 17, 2025 - Tax Planning, Blog, Retirement Planning
As we head into the final weeks of the year, it’s easy to focus on the holidays, family time, and wrapping up projects at work. But if you’re approaching or already in retirement, this is one of the most important...
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