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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!

Video: The Independence of Financial and Emotional Student Loan Protection The Long Run: Women and Retirement Don’t Myth Out on Whole Life

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

Inflation - Back to the Future

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

Layers of Protection

Layers of Protection

Take these five steps to protect your financial well-being before making any other changes.

Retirement Savings Essentials in your 30s

Retirement Savings Essentials in your 30s

Your 30s are the best time to set yourself up for retirement savings success. Here are strategies to help you.

 

Take the Stage: Planning for All Types of Families

What is a family? In the 1950s, the notion of the nuclear family predominated: Mom, dad and their biological children. Today, things are different. The term “family” embraces everything from...

Types of Stock Market Analysis

Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Millennial Money Myths: Buying a Car is Better Than Leasing

During difficult economic times, it is even more critical to be smart about where you spend your money. And it is essential to do your homework so...

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

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Principles of Preserving Wealth

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

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Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Rightsizing for Retirement

What does your home really cost?

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Video: The Independence of Financial and Emotional

Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

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