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Create Values-Based Financial Health

and Enhance Well-Being through

Money Mindfulness

Insurance & Investment Strategies

Michael D'Apice | 14 Mohawk Drive, Collinsville, CT. 06019

Phone 860-693-4919 | Cell 860-306-0096 | Fax 860-693-4959 | mdapice@mwfinancial.com

Michael says, “While taking the first step is commendable...without direction it is still called ‘wandering’.”

Celebrating over 30 years of client-centric mentoring and service!

Don’t Myth Out on Whole Life The Independence of Financial and Emotional Well-Being Preparing For the Ultimate Vacation Understanding Dividends

Money doesn’t come with an owner’s manual. 
That’s why we’re here.

There’s no GPS that will lead you to financial security. And the truth is, the road to getting there can be longer and bumpier than ever before. The ever-growing forest of products, services and strategies in today’s marketplace doesn’t make the journey any easier — just more confusing.

The good news is, we’re here to help. Whether you’re looking for effective ways to build long-term wealth, protect yourself and your family or develop a plan for retirement, we’ll help you find the smoothest, most stress-free path to get from here to your financial goals. 

Helpful Content

Planning for the Expected

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

It May Be Time for a Financial Checkup

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Revising Estate Strategy Assumptions

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

 

The History of Retirement

Do you know where the idea of “retirement” comes from?

Bank on Your Good Health

Chronic illness could interrupt your ability to earn a living. Tips on how to lower your risk and protect your lifestyle.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Rightsizing for Retirement

What does your home really cost?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Understanding Dividends

Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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