Estate and retirement planning might not seem like Thanksgiving table talk, but it can be a meaningful way to ensure your loved ones understand your future financial goals. We wanted to share this helpful article which highlights tips for beginning these meaningful discussions during the holiday season. Check it out and let us know how we can help you take the next steps in your planning. John Fitzgerald Larry Birch, CPFA? #EstatePlanning
Fitzgerald Financial Group
金融服务
Vineland，New Jersey 54 位关注者
Helping people live better financial lives.
关于我们
Fitzgerald Financial Group is here to serve individuals, families, and businesses with an integrated plan that is right for you. We are independent financial advisors with broad expertise in financial and retirement planning. Independent financial advisors provide access to a variety of financial products and can help you understand what the products offer and which products most suit your objectives and risk tolerance. In addition to the variety of products, independent advisors are not obligated to a single company and can help you find the products closely aligned with your needs. Whether you have interest in stocks, bonds, insurance, loans, or specific investment accounts, an independent advisor can help you get the right product for your objectives. Securities and advisory services offered through Commonwealth Financial Network?, a Registered Investment Adviser. Fitzgerald Financial Group 727 E. Landis Ave Suite 1 Vineland, NJ 08360 (856) 692-0022. This communication is strictly intended for individuals residing in the states of DE, FL, GA, MD, ME, NC, NJ, NV, OR PA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html
- 网站
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https://www.fitzgeraldfg.com/
Fitzgerald Financial Group的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Vineland，New Jersey
- 类型
- 个体经营
- 领域
- Financial Advising、Wealth Management、Retirement Planning、Business Planning、Risk Management 、Investment Strategies、Insurance Planning和Financial Planning
地点
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主要
获取路线
727 E Landis Ave
Suite 1
US，New Jersey，Vineland，08360
Fitzgerald Financial Group员工
动态
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Happy National Entrepreneurs’ Day! Whether you’re just starting your own business or have been running one for years, choosing the right business entity is key to your success. Ready to find the best fit for your vision? Check out the latest article on our site for valuable insights into the different business entities, and factors to consider. #Entrepreneurship #BusinessTips #BusinessPlanning
Choosing an Entity for Your Business
fitzgeraldfg.com
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This month, we are reminding our clients to review your Flexible Spending Account (FSA) before year-end. FSAs require special attention so you don't lose your funds! Employers may allow a $500 rollover, but it depends on your specific plan. Don’t leave money on the table—check today! #FinancialPlanning #YearEndTips #FSA
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Today, we honor the veterans who have protected our freedoms and strengthened our communities. We are forever grateful for your bravery and dedication to our country. To our veterans and military families, thank you! #VeteransDay #ThankYouVeterans
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The 2024 election results have sparked positive movement in the markets. Feeling optimistic about the future of the markets too? Explore how the election results may shape markets and what that could mean for your investments.
Investors showed optimism following the 2024 election results, with markets up 2% the morning after. These results bring a sense of stability, with strong support for pro-growth policies that could help boost the economy. Now with the election over, what else can you expect to see from your investments? Read more by visiting the article on our site!
The 2024 Election Results and Their Impact on Your Investments
fitzgeraldfg.com
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There was plenty of important things that happened with the markets in October. Get all of the information from Commonwealth Financial Network latest Market Update by visiting our site.
The streak of positive months for bond investors ended in October as rising interest rates hit bond prices. Find out about what else happened last month in our latest market update.
Fitzgerald Financial Group Market Update
fitzgeraldfg.com
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With Election Day here, it’s natural to wonder how the outcome might affect your investments. With this on many of our clients' minds, we want to remind you that market reactions to elections are often temporary. While headlines may cause short-term market fluctuations, the long-term picture tends to remain positive regardless of the results. A diversified, long-term strategy is still the most effective approach. Stay focused on what matters!
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Cybercriminals won’t wait, and neither should you. Don’t let your security slip!
We have all seen the notification on our computer to update it's software, and many of us tend to hit the "Remind Me Later" button. For Cybersecurity Awareness Month, think twice before you do this again! Software updates do more than add new features—they’re key to patching security gaps and keeping you safe online. #cybersecurity #cybersecurityawareness
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It’s spooky season in Vineland! Check out our coffee bar—complete with cobwebs, spiders, and treats. We can’t wait to share more from our haunted office! #HalloweenDecor #OfficeHalloween #FallFun
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