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August 10, 2022
Asset Location – What is it and Should I Be Using It? 

Asset location pertains to the types of investment assets that are best held in various types of accounts. Asset location is a tax minimization strategy that matches various types of investments with the type of account best-suited for that type of investment holding.  Asset Location Basics  Asset location is about strategically holding investments in accounts […]

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July 15, 2022
The Importance of a Fee-Only Fiduciary Financial Advisor

The financial services industry has a bad habit of using terms that can seem vague and confusing to clients. There is probably no place where this confusion is greater than how an advisor is compensated. Additionally, the term fiduciary is tossed around by the media quite a bit. However many investors don’t fully understand what […]

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June 15, 2022
Is Your Company's 401(k) Plan as Good as it Could Be?

For many of us, our employer’s 401(k) plan is our primary retirement savings vehicle. Participating in the plan is generally easy and painless. Your contributions are deducted from your paycheck each pay period, there is nothing that you need to do other than select how you want your money invested. Some companies even offer a […]

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May 17, 2022
Managing Healthcare Costs in Retirement

Saving for retirement is a top financial priority for most people over the course of their working life. In terms of retirement spending, we generally think about the cost of housing, travel, and other activities we’d like to pursue.  However, one of the biggest costs in retirement is the cost of healthcare. Fidelity Investments does […]

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Naples, FL, 34103
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Michael Canty Memorial Fund
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