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!

Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

 
 
Preparing For the Ultimate Vacation

Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Immediate vs. Deferred Annuities

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

RE: Retirement

RE: Retirement

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

 

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

How to Cut Your Expenses

Living with confidence means living within your means. managers.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Essential Steps to Avoid and Recover From Identity Theft

Identity theft is becoming more common every day. Here’s what to do if it happens to you.

How Women Make it Happen

Women in financial services are some of the most progressive women in the world.

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Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

Rightsizing for Retirement

What does your home really cost?

RE: Retirement

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

Don't Buy The Hype

There are a lot of misconceptions about Social Security. Here’s the truth about three of them.

The Long Run: Women and Retirement

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

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