DeFilippis Financial Group

08/27/2026

If you inherit an annuity, here are two smart ways to manage the tax hit: www.defilippisfinancial.com
https://www.kiplinger.com/retirement/annuities/inherited-annuity-ways-to-manage-the-tax-hit

08/27/2026

Is your pre-tax 401(k) or Traditional IRA a ticking tax bomb waiting to go off? #401(k) www.defilippisfinancial.com https://www.wsj.com/personal-finance/retirement/when-your-bumper-401-k-is-a-tax-problem-waiting-to-happen-2e0e5ad4?st=r3HP5Q&reflink=desktopwebshare_permalink

08/20/2026

If you’re planning to travel to Europe, you need to know about Europe’s new entry system: www.defilippisfinancial.com https://www.wsj.com/lifestyle/travel/answers-to-your-questions-about-europes-new-entry-system-d3ea149f?st=XjgEZ3&reflink=desktopwebshare_permalink

08/20/2026

Should you contribute to the new Trump accounts—or use other vehicles for college, retirement and health savings? #529 www.defilippisfinancial.com https://www.wsj.com/personal-finance/taxes/the-pros-and-cons-of-putting-extra-dollars-in-a-trump-account-ab30c9bd?st=WQL3hU&reflink=desktopwebshare_permalink

08/13/2026

Is that college scholarship taxable? What parents need to know before fall: www.defilippisfinancial.com https://www.wsj.com/personal-finance/taxes/is-that-college-scholarship-taxable-what-parents-need-to-know-before-fall-12d90f81?st=qKXkbE&reflink=desktopwebshare_permalink

08/13/2026

Here are some great tips on how to protect your jewelry at home and on vacation: www.defilippisfinancial.com https://www.wsj.com/style/fashion/how-to-protect-your-jewelry-at-home-and-on-vacation-ddf91884?st=RUrYPw&reflink=desktopwebshare_permalink

08/09/2026

08/09/2026

Doreen and I saw Marc Martel and One Vision of Queen at the Arcada Theater Friday night. What a fantastic show! Marc's voice is the closest to Freddie Mercury that I have ever heard. The set list included some deep Queen cuts and the band had the whole place rocking and going "Crazy".

08/08/2026

Doreen and I just returned from a wonderful vacation in New England. We visited Newport, RI; Portland, ME; Bar Harbor, ME and Boston, MA.

The food was delicious, the scenery spectacular and the experiences memorable. We hadn't been to New England since 2004 and it hasn't lost any of its charm.

08/06/2026

Our country’s 250th birthday celebration included a lot of discussion around “life, liberty and the pursuit of happiness”, but what does it really mean? www.defilippisfinancial.com https://www.kiplinger.com/retirement/retirement-planning/money-isnt-the-secret-to-the-american-dream