Mark S. Dolfis, CFP®, AIF®
Executive Vice President At the core, I’m an analytical person. Data and logic are important to me. I have an Electrical Engineering degree from Vanderbilt University. But I also really like talking to people and learning about their lives. In addition to...
Tom Natoli, CFP®, CLU®, ChFC®, AIF®, CPFA
Executive Vice President With over 40 years of experience in the financial services and telecommunication industries, I have a proven track record of applying innovative financial management skills in both corporate and individual settings. The cornerstone of that...
Mark Swartz, JD, CLU®, ChFC®, CFP®, AIF®, CPFA
President & CEO With my background in Law and Business, I have worked with businesses, business owners and professionals for over 30 years. In addition to the needs that successful individuals have, e.g., wealth management, retirement and estate planning...
Set up future generations for success
Considering life insurance for more than just funeral costs In the United States today, 60% of the nation’s wealth is inherited or passed from one generation to the next. Yet that wealth is not spread equally among the different races in America. Sadly, only 8% of...
How to budget for retirement ahead of time
As the pandemic continues, it’s not surprising that consumers are more anxious about achieving their retirement goals than they were pre-COVID, with nearly two-thirds saying they feel at least some concern over how they’ll maintain their lifestyle in retirement.* If...
How to take over your parents’ finances when they’re no longer able
If your parents’ cognitive health declines and you feel like they need help managing their finances, it may be up to you as an adult child to take over. But taking over your parents’ banking, investing and financial decisions can be a touchy subject, especially if...
James Frank, JD, LLM
Director of Advanced Planning In my experience, a consultative approach to planning produces the best results. Successful individuals and families are well served by financial advisors with the listening skills and breadth of subject matter experience to help...
Medicare Seminar Q & A Supplement
Please review, and if desired, download and share the attached summary. The attached information has been furnished by a third-party and is being provided to you for your general information. John Hancock is not an affiliate of Equitable Advisors, LLC (Equitable...
Identity Theft and Cybercrime Seminar
Thank you for attending our Identity Theft and Cybercrime Seminar. Please review, and if desired, download and share the attached summary. The attached article is being provided as an educational and informational convenience. Jeff Lanza is solely responsible for the...
Questions Every Retirement Plan Trustee Should Ask Themselves
So you are a fiduciary (trustee) of your company’s retirement plan and have never had a complaint from any of your employees. While that is certainly a good thing, don’t think that you have dispensed with all of your responsibilities that easily. Your...Equifax and Other Personal Information Breaches…..What to do to Protect Your Credit
Nearly every other week news breaks about another business that had its customer information compromised. The most significant of these breaches was Equifax…..a key credit -scoring organization that maintains critical information on nearly everyone. Our team as Ascend...Retirement Income Planning for Financial Security and a Dignified Retirement
It’s not just about the hike up the mountain. The most dangerous time on Mt. Everest is the journey down, not the ascent to the summit. Similarly, for most people, the “decumulation” phase of retirement planning can be more dangerous to a successful retirement than...Market Volatility – What it May Mean to You
Is market volatility good or bad? It may be both….depending on whether you are a seller or purchaser of stocks. When the volatility results in a market decline, it is more attractive to invest. Each dollar purchases more stock when prices are down. Therefore,...