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.

Thinking of Retiring Abroad?

Thinking of Retiring Abroad?

However exciting retiring abroad may sound, it deserves considerable planning.

The Long Run: Women and Retirement

The Long Run: Women and Retirement

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

 

Retirement Road Trip

Discover how to build a retirement plan that guarantees income no matter how long you live.

Should You Borrow from Your 401(k)?

Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?

Traditional vs. Roth IRA

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

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

6 Strategies to Help You Prepare for Living on Retirement

Explore financial strategies that may help you prepare for living on a fixed budget during retirement on My Retirement Walk.

Retirement Planning With Your Special Needs Child in Mind

Having a special needs child adds another layer of complexity to retirement planning. A special needs trust may help.

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Rightsizing for Retirement

What does your home really cost?

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?

Don't Buy The Hype

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

Risk Tolerance: What’s Your Style?

Learn about what risk tolerance really means in this helpful and insightful video.

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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