Michael Carbone, CFA

Michael Carbone, CFA The purpose of this page is to share constructive financial insights with individual investors.

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Important Disclosure Information: http://raymondjames.com/smicd.htm
Eppolito Financial Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services.

Indexed Annuities generally offer investors the ability to participate in potential market gains while also controlling ...
05/15/2024

Indexed Annuities generally offer investors the ability to participate in potential market gains while also controlling how much downside risk they're exposed to. Sounds like a good deal, right? well it can be, but there's no such thing as a free lunch. If you're considering one of these products and want to make an informed decision, it's crucial to understand how the insurance company gets paid for the potential benefit you're receiving! empower yourself as a consumer by watching the video below.

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05/13/2024

Have you ever questioned whether you should be "doing something" with your money, after a long period of strong investment returns?

It's a common predicament for investors—especially those nearing retirement—to feel hesitant when markets hit all-time highs.

If you're interested, feel free to read my recent blog post on the topic

www.eppolitofinancial.com

05/04/2024

In retirement, the way you extract funds from your savings becomes as crucial as how you've saved during your working years. Each withdrawal can potentially influence your financial longevity, exposure to financial risks, and the taxes you pay... if you're interested in learning some best practices for spending down your money in retirement, read my blog post below!

www.eppolitofinancial.com

04/10/2024

Market volatility often strikes a different cord when you're regularly withdrawing from your investments. If you're currently or soon to be retired, here's a quick blog post on how to protect your retirement income from market volatility.

www.eppolitofinancial.com

03/04/2024

You may have heard of investment opportunities in dividend paying stocks, but are they for stocks with high dividend yields? Or stocks with rising dividends? How have these types of stocks stacked up against the status quo market portfolio? If you're interested, read my blog to learn more.

www.eppolitofinancial.com

02/27/2024

A refresher on the risks that needing long-term care may pose to your spouse (or future beneficiaries) - in addition to the pro's and con's of the strategies often used to manage these risks

www.eppolitofinancial.com

02/13/2024

Any individual has the ability to move an unlimited amount of traditional pre-tax retirement dollars into a tax-free Roth account.

Although this may seem like a pretty good deal considering that all of the future growth on this money would be tax-free – it's important to understand what needs to happen for you to actually benefit more over the long-run.

If you're interested, read my recent blog post to learn more about the topic.

www.eppolitofinancial.com

02/01/2024

The long-term solvency of the Social Security (S.S.) retirement system has been a perennial issue.

As the baby boomer generation retires, the growing ratio of retirees to workers is depleting the trust's reserves, and this trend is expected to persist.

So, what does this mean for retirees? Read my recent blog post to learn more.

www.eppolitofinancial.com

01/31/2024

For parent's with a rapidly approaching college liability...

College is typically a buyers' market! For example, 89% of student's attending private schools will receive a price break. So, it's important to avoid overpaying! This may be a crucial step to getting through college without compromising your retirement. If you're interested, read my blog post to learn more.

www.eppolitofinancial.com

01/28/2024

For those planning for retirement: Don't underestimate your spending needs! Read our recent blog post to learn more about how you can avoid underestimating your spending needs in retirement.

www.eppolitofinancial.com

12/07/2023

If you're approaching retirement and feel overwhelmed - consider watching my complimentary videos to learn how to:

• Properly assess your ability to retire, and
• Make the most of your Social Security benefits

I hope you enjoy!

www.retirementwithaplan.com

10/11/2023

Pre-retirees will be retiring on the back of an incredible period of rising markets and low interest rates. Although nobody knows what the future holds for stock and bond investors, the retirement landscape over the coming years may not be so accommodative.

In simple terms, if you're considering retirement or have recently retired, your primary risk is that you will run out of money during your lifetime. It's now important as ever to make smart financial decisions to hopefully minimize your likelihood of this happening.

Tap the link below to learn about how you can truly reduce your retirement risk.

www.retirementwithaplan.com

Address

One Meeting House Road Ste 14
Chelmsford, MA
01824

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+19784557799

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