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 be distracted by that juicy change-up (a record market high), a curveball in the dirt (a 500-point down day on the market), or those eye-high fastballs (political turbulent and global events). It’s a long season – in baseball and on your financial balance sheet.
Here are five tips to keep your eye on the ball, even in a time of volatility:
Pub11531 2022-136889 Exp. 4/24
Couples may be able to head off many of the problems in a marriage that money can cause.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
When do you need a will? The answer is easy: Right Now.