by John Cataldo | Oct 6, 2017 | Uncategorized
Most Americans simply don’t save enough for retirement. Nearly half (45 percent) of working-age households don’t have any retirement assets, according to the National Institute on Retirement Security. Of those working-age households close to retirement...
by John Cataldo | Aug 22, 2017 | Uncategorized
Changing jobs and companies can be an exciting opportunity, but you have a choice to make. What will you do with the retirement savings you have accrued in your 401(k)? Consider these four choices: 1. Withdraw the money and don’t reinvest it. This is usually the...
by John Cataldo | Jul 19, 2017 | Uncategorized
Whether you are a lifelong single person or you found yourself single through divorce or the death of your spouse, you have your own financial considerations and complications. Unfortunately, many single people overlook financial planning. Don’t make this costly...
by John Cataldo | Jun 16, 2017 | Uncategorized
We have just posted the 2017 MIDYEAR TAX PLANNING LETTER on our website. Here are headlines from the Letter. To read any of these articles, click here. If you have any questions, please don’t hesitate to contact us at Cataldo Financial & Consulting Group:...
by John Cataldo | Mar 13, 2017 | Uncategorized
Tax audits still remain relatively rare, but should you face one, be prepared for questions. Tax authorities tend to deny everything and then make you prove that your deductions are valid. Here are some suggestions. To prove your deduction most auditors are looking...
