Skip to content
Free Portfolio Risk Analysis
Secure File Upload
Client Login

(410) 220-0200

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

THE ULTIMATE CHECKLIST TO HELP NAVIGATE RETIREMENT

Reference this on your journey toward a work-free life.

 

Inside this FREE guide, you’ll discover:

  • 22 important questions that could change the course of your retirement
  • Commonly overlooked “danger zones” in your current strategy
  • The steps you could take in the years leading up to your work-free life

logo
  • Our Firm
  • Services
  • Radio
  • First Responders
  • Medicare
  • Women
  • Contact

Income

U.S. Virus Response Compared to the World

By Flora & DiPaula Wealth Partners | July 28, 2020

The COVID-19 pandemic has been a struggle around the world, and the United States is no exception. It is worth looking at individual factors to gauge just where we stand…

Read More

Prospects for the Automotive Sector

By Flora & DiPaula Wealth Partners | July 22, 2020

We take a lot for granted, including the condition of the car that sits in our driveway. During the coronavirus pandemic, those cars have been sitting idle much more than…

Read More

How Might the Economic Downturn Affect Dividends?

By Flora & DiPaula Wealth Partners | July 14, 2020

If a large allocation of your retirement portfolio is invested in dividend-paying stocks, you might see your household income reduced this year. During the Great Recession, dividend payouts dropped by…

Read More

Social Security Woes

By Flora & DiPaula Wealth Partners | July 7, 2020

In 2000, actors Helen Hunt and Kevin Spacey starred in “Pay It Forward.” The premise of the film is that a person repays a favor by offering small acts of…

Read More

How the Pandemic Is Affecting the Real Estate Market

By Flora & DiPaula Wealth Partners | June 30, 2020

Research has found that over a 150-year period (1870 to 2015), owning a home has proved to be one of the most stable and secure holdings compared to other types…

Read More

The Perks and Pitfalls of Self-Employment

By Flora & DiPaula Wealth Partners | June 2, 2020

Sole proprietors in the U.S. caught a huge break in April. The Paycheck Protection Program, borne out of the economic hardship caused by the COVID-19 pandemic, became available to solo…

Read More

Gender Dynamics: Pre- and Post-Pandemic

By Flora & DiPaula Wealth Partners | May 27, 2020

In past recessions, industries like manufacturing and construction were often the hardest hit. For example, some economists referred to the Great Recession as a “man-cession” because at the outset, more…

Read More

Contingency Plans Helpful to Weather the Unexpected

By Flora & DiPaula Wealth Partners | April 21, 2020

Financial advisors often tell clients to keep an emergency fund of liquid assets, with enough to cover three to six months of living expenses. It makes you wonder why America’s…

Read More

Two Retirement Planning Approaches: Safety vs. Probability

By Flora & DiPaula Wealth Partners | January 21, 2020

According to Merrill, four of the most common risks to your retirement strategy are:1 A significant market drop shortly before or early in your retirement Inflation reducing your spending power…

Read More

Retirement Planning During Changing Times

By Flora & DiPaula Wealth Partners | November 26, 2019

According to the United Nations, across the globe, people older than 65 now outnumber children under five for the first time in history. In 1960, the average woman gave birth…

Read More
« Newer Posts

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
  • Windfall Imaginings

Recent Comments

    Archives

    • June 2022
    • May 2022
    • April 2022
    • March 2022
    • February 2022
    • January 2022
    • December 2021
    • November 2021
    • October 2021
    • September 2021
    • August 2021
    • July 2021
    • June 2021
    • May 2021
    • April 2021
    • March 2021
    • February 2021
    • January 2021
    • December 2020
    • November 2020
    • October 2020
    • September 2020
    • August 2020
    • July 2020
    • June 2020
    • May 2020
    • April 2020
    • March 2020
    • February 2020
    • January 2020
    • December 2019
    • November 2019
    • October 2019
    • September 2019
    • August 2019
    • July 2019
    • June 2019
    • May 2019
    • April 2019
    • March 2019
    • February 2019
    • January 2019
    • December 2018
    • November 2018
    • October 2018
    • September 2018
    • August 2018
    • July 2018
    • June 2018
    • May 2018

    Categories

    • College Saving
    • COVID
    • Economics
    • Estate Planning
    • Health
    • Income
    • Income Inequality
    • Inflation
    • Interest
    • International
    • Investment Decisions
    • Investment Trends
    • Investments
    • Legacy
    • Long Term Care
    • Planning
    • Real Estate
    • Regulation
    • Retirement
    • Retirement Planning
    • Retirement Savings
    • Saving
    • Social Security
    • Taxes
    • Technology
    • Transportation
    • Uncategorized
    • Women

    Meta

    • Log in
    • Entries feed
    • Comments feed
    • WordPress.org

    CONNECT WITH US

    Phone: 410.220.0200
    Fax: 410.231.7364
    Email: [email protected]

    LOCATION

    201 International Circle
    Suite 230
    Hunt Valley, Maryland 21030

    DISCLOSURES

    Privacy Policy
    Terms and Conditions
    Form CRS

    CHECK US OUT

    bbb-horizontal-ab-seal-1

    The Better Business Bureau membership provides no guaranteed assurance or warranty of the character or competence of the member. BBB charges a fee for BBB Accreditation. You should make financial decisions on the basis of your own due diligence.

    Insurance products are offered through the insurance business Flora & DiPaula Wealth Partners, Inc. Flora & DiPaula Wealth Partners, Inc. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by Flora & DiPaula Wealth Partners, Inc. are not subject to investment Advisor requirements.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

    Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. 3918688 - 7/24

     


    SCHEDULE YOUR PHONE OR VIRTUAL MEETING NOW!