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Blog

Happy couple sitting in a park with their dog
Michael Anicito | Oct 12, 2021

Financial Management for Couples: When a Spender and a Saver Fall in Love

Finance
Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a team.
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Happy couple sitting in a park with their dog
Michael Anicito | Oct 12, 2021

Financial Management for Couples: When a Spender and a Saver Fall in Love

Finance
Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a team.
Read More
Two Seats on a Beach
Michael Anicito | Sep 19, 2021

Retiring as a Small Business Owner

Retirement

There are over 30 million small businesses in the United States. Many people start their own businesses in order to become their own boss and take control over

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Hand holding a house key
Michael Anicito | Aug 28, 2021

Is a Reverse Mortgage a Smart Path to Extra Retirement Cash Flow?

Retirement
If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse mortgage. Borrowing money from your home
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colleagues gathered around talking
Michael Anicito | Jul 28, 2021

Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Retirement

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new

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Michael Anicito | Jul 21, 2021

What are Qualified Charitable Distributions (QCDs) and what do they do?

Blog
Charities
Tax
A QCD is a tax-free withdrawal from an IRA, up to $100,000, made payable directly to a charitable organization.
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Businesswoman looking at her phone
Michael Anicito | Jun 28, 2021

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
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Man with glasses leaning against a wall
Michael Anicito | May 28, 2021

Common Investor Biases and How They Can Impact Your Finances

Investments
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?
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Row of townhomes
Michael Anicito | May 28, 2021

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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stock image
Michael Anicito | Mar 16, 2021

Should You Retire at the Same Time As Your Spouse?

Retirement

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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Michael Anicito | Feb 11, 2021

A Special Retirement Benefit for Our Veterans

Retirement
Roth IRA
Military Benefits
Under the Heroes Earnings Assistance and Relief Tax (HEART) Act of 2008, service members are entitled to roll part or all of their military death benefit
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Michael Anicito, CFP®, AIF® | Aug 28, 2020

What Do You Mean You Do Not Want My Money?

Believe it or not there may be reasons why you might want to disclaim or not take possession of an inheritance left to you.
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