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Finish Strong: Your 2024 Year-End Financial Tune-Up
Start 2025 stronger! Reflect on your finances, set clear goals, and craft a plan for true financial freedom. Your path to 'enough' begins now.
Nov 22
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Cosmo P DeStefano
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Finish Strong: Your 2024 Year-End Financial Tune-Up
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10 Habits for a Richer, Happier Life
I traveled the road to financial freedom, but it wasn’t a weekend trip.
Nov 1
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Cosmo P DeStefano
2
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10 Habits for a Richer, Happier Life
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October 2024
Four Signs It’s Time to Sell a Stock
There’s plenty of advice out there on when to buy a particular stock but developing a strategy for holding or selling an investment is equally…
Oct 4
•
Cosmo P DeStefano
1
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Four Signs It’s Time to Sell a Stock
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September 2024
Looking for a Great Read?
National Read a Book Day encourages people to step away from the hustle and dive into a good book.
Sep 6
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Cosmo P DeStefano
1
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Looking for a Great Read?
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August 2024
Four Steps to Secure Your Retirement Income
Instead of relying on selling stock to fund your retirement, consider these actions to safeguard your retirement income.
Aug 2
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Cosmo P DeStefano
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Four Steps to Secure Your Retirement Income
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July 2024
Goals-Based Retirement Planning Is All About You
Instead of focusing on arbitrary market returns, in goals-based planning you focus on your personal needs and wants for your retirement. Why risk losing…
Jul 26
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Cosmo P DeStefano
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Goals-Based Retirement Planning Is All About You
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In Retirement Planning, Consider the Entire Journey
Retirement planning is like climbing a mountain — how you come down the mountain is just as important, if not more so, than how you get to the top…
Jul 19
•
Cosmo P DeStefano
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In Retirement Planning, Consider the Entire Journey
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June 2024
Winning the Long Game: Investing Requires Patience
Imagine achieving a 10% annual return on your investments, only to discover you’re actually earning a mere 3.6%. This staggering gap is the reality for…
Jun 28
•
Cosmo P DeStefano
1
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Winning the Long Game: Investing Requires Patience
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May 2024
For Richer or Poorer: Joint vs. Separate Finances
Newlyweds make a litany of decisions that will affect the trajectory of their lives together: where to live, how to divide chores, whether to have…
May 17
•
Cosmo P DeStefano
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For Richer or Poorer: Joint vs. Separate Finances
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February 2024
Income Has No Limit. Or Does It?
While the prospect of boundless earning potential is undoubtedly enticing, it’s not a free pass to become a spendthrift. Wealth isn't just about what…
Feb 23
•
Cosmo P DeStefano
1
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Income Has No Limit. Or Does It?
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January 2024
Leverage Is a Powerful Tool
Leverage (borrowed money) is a simple strategy so you can use a small amount of your capital (combined with the borrowed cash) to make a larger…
Jan 19
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Cosmo P DeStefano
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Leverage Is a Powerful Tool
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December 2023
Is There a Santa Claus?
Virginia Hanlon, a precocious 8-year-old wrote to the New York Sun newspaper and asked the following question: “Some of my little friends say there is…
Dec 23, 2023
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Cosmo P DeStefano
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Is There a Santa Claus?
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