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Andrew DelMedico, CFP®

Financial Planning Coordinator/Senior Consultant

Financial Planning » Why Aretha Franklin’s Lack of An Estate Plan is a P-R-O-B-L-E-M

October 04, 2018 | Estate Planning

Following in the footsteps of other famous musicians including Prince, Michael Jackson, Jimi Hendrix, Kurt Cobain, and Bob Marley, Aretha Franklin passed away without an estate plan. As a result, rather than personally making decisions about the distribution of her estimated $80 million estate, …

Andrew DelMedico, CFP®

Financial Planning Coordinator/Senior Consultant

Financial Planning » It’s Not Too Late to Compound Your Savings for Retirement

August 07, 2018 | Planning for Retirement

For anyone who reads, watches TV, or browses social media, it should come as no surprise that Americans, on average, are underprepared for retirement. In fact, struggling to find a way to save enough to fund a comfortable retirement is an issue that spans generations. While retirement health …

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401(k)

Andrew DelMedico

Financial Planning Coordinator/Senior Consultant

Financial Planning » Estate Planning Missteps of the Rich and Famous

February 26, 2018 | Estate Planning

As featured in Manning & Napier’s Guide to Financial Planning, Prosper. To get your complimentary copy, and to read the full article, visit go.manning-napier.com/Prosper. Like us, celebrities create estate plans to direct the distribution of their assets, minimize estate taxes, and accomplish …

Andrew DelMedico

Financial Planning Coordinator/Senior Consultant

Financial Planning » Four Things You Can Do with Excess 529 Plan Funds

August 18, 2017 | Financial Planning

529 college savings plans are widely touted as the most effective way to save for college education expenses. Contributions to a 529 plan may be state income tax deductible, grow federal and state tax-free, and can be withdrawn federal and state tax-free if used for qualifying higher education …

Andrew DelMedico

Financial Planning Coordinator/Senior Consultant

Financial Planning » Four Signs it’s Time to Update Your Estate Plan

March 28, 2017 | Estate Planning

Everyone has an excuse for putting off a visit to their estate planning attorney. An appointment with your attorney may force you to make difficult decisions, can sometimes be expensive, may evoke fears of death, and is generally not the first thing that comes to mind when deciding how to enjoy …

Andrew DelMedico

Financial Planning Coordinator/Senior Consultant

Financial Planning » 12 Tips for Year-End Tax Planning

December 05, 2016 | Tax Planning

If you haven’t already started to think about what you need to do for year-end tax planning, time is running out. There are a number of things to consider for year-end planning for those who are still working, for those who are retired, and tips in general to help you prepare for year-end tax …

Andrew DelMedico

Financial Planning Coordinator/Senior Consultant

Financial Planning » Friday Deadline to Claim Under Social Security’s File & Suspend Strategy

April 25, 2016 | Planning for Retirement

For those eligible, the deadline to claim Social Security’s File and Suspend strategy is Friday, April 29th, 2016. Offering the ability to receive some Social Security benefits early while continuing to accrue larger benefits, the File and Suspend strategy is attractive to retirees because it …

Andrew DelMedico

Financial Planning Coordinator/Senior Consultant

Financial Planning » Changing Your State Residency: Tips for NYS Residents

December 14, 2015 | Tax Planning

New York State (NYS) income taxes are among the highest in the country. Furthermore, while NYS estate tax policy has become “friendlier” over the last couple of years, several states have done away with estate taxes completely. As a result, many NYS residents, especially those “snow birds” who …


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