Skip to main content
menu
  • Home
  • Services
    • Business Succession Planning
    • Insurance
    • Retirement Planning
    • Product Training
    • Quote Requests
    • Annuities
  • Blog
  • Contact
  • Events
  • Agent Login
    • Rate Sheets
  • Achieving Success by Working Together

    We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

    Learn More Contact Us

Blog

Personal Finance Mistakes to Avoid

Oct 28, 2022
Categories
Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
Read More

The 2023 Cost-of-Living Adjustment

Oct 19, 2022
Categories
Retirement
Social Security and SSI benefits are increasing in 2023. Here’s what you need to know.
Read More

Retirement Plan FAQs

Oct 18, 2022
Categories
Retirement
Investments
Not sure where to start with retirement plans? Here are some common questions.
Read More

4 Tips for Minimizing Financial Anxiety

Oct 7, 2022
Categories
Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
Read More

Medicare in 2023: Here's What You Need to Know

Oct 6, 2022
Categories
Health
Retirement
The 2023 Medicare changes are here, and for the first time in several years, some premiums are lower.
Read More

Is it Always Better to Purchase a Home?

Sep 29, 2022
Categories
Real Estate
Property
While homeownership is a goal for many, there are a few things to consider before looking to buy.
Read More

Financial Planning in Your 30s: 3 Goal Ideas for 30-Somethings

Sep 28, 2022
Categories
Savings
Your thirties are a great time to start working on some larger financial goals. Here are some ideas.
Read More

What are the Benefits of Saving Early?

Sep 22, 2022
Categories
Savings
Finance
For many Americans, the art of saving is something that they have yet to master. This is especially true for those who...
Read More

Financial Planning Basics: Creating and Maintaining a Budget

Sep 21, 2022
Categories
Savings
Finance
Planning a budget is usually the easy part, but sticking to it may take some work. Here are some tips to get started.
Read More

Personal Liability Protection

Sep 20, 2022
Categories
Insurance
One of the least understood forms of protection is personal liability insurance; and with its capacity to form an...
Read More

Asset Allocation and Risk Allocation

Sep 15, 2022
Categories
Investments
While not guaranteed, a well-balanced portfolio may be better at handling market risk.
Read More

What to Do With with a Sudden Windfall

Sep 8, 2022
Categories
Finance
It’s not uncommon for someone to receive a large inheritance or another windfall, only to see it blown away. Here are...
Read More

Pagination

  • Current page 1
  • Page 2
  • Page 3
  • Page 4
  • Page 5
  • Page 6
  • Page 7
  • Page 8
  • Page 9
  • Next page Next ›
  • Last page Last »

About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client's trusted advisor.

Website navigation

  • Home
  • Services
    • Business Succession Planning
    • Insurance
    • Retirement Planning
    • Product Training
    • Quote Requests
    • Annuities
  • Blog
  • Contact
  • Events
  • Agent Login
    • Rate Sheets

Contact Us

P: 1-888-776-4982
E: info@fismarketing.net

1930 Veterans Highway
Suite 12-225
Islandia, NY 11749
United States

   

© 2023 FIS Marketing All rights reserved.