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Retiring in the next few years? This is your MUST READ.

THE ULTIMATE CHECKLIST TO HELP NAVIGATE RETIREMENT

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Archive for December 2019

Market Trends to Watch

By Flora & DiPaula Wealth Partners | December 23, 2019

The investment world is like the weather: constantly changing. Financial vehicles are tweaked and improved upon, particularly when there are changes to tax law or compliance rules. The world of…

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The Importance of Women Achieving Financial Confidence

By Flora & DiPaula Wealth Partners | December 17, 2019

Married or single, women are finding that taking an active role in their financial futures is critical. About 80% of married women outlive their husbands, and nearly half of all…

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Tax Updates and Reminders

By Flora & DiPaula Wealth Partners | December 10, 2019

As we head toward the end of the year, consider maxing out your contributions on tax-advantaged accounts to help manage your 2019 return. While some accounts, such as an IRA…

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Pharmaceutical Roundup: Lawsuits, Legislation and Growth Opportunities

By Flora & DiPaula Wealth Partners | December 5, 2019

Drug manufacturers and distributors have been in the news lately. Here’s a roundup of some of the biggest headlines: The Opioid Crisis In October of this year, three of the…

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Recent Posts

  • The Financial Stress Toll (of Late)
  • Market Volatility: Taken in Perspective
  • The War on Oil Prices
  • The Value of Multiple Retirement Income Streams
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