While I was a designing a 401(k) plan for a company I am working with I started thinking about how important transparency is while working with an investment advisor, investment company, a mutual fund company, a 401(k) provider, etc… It
Welcome to the first video in our Education Series. We hope you enjoy! Our first topic is Investing in Retirement Accounts. In this video we will be discussing two types of retirement accounts; Employer-Sponsored Plans and Individual Accounts. The taxation
Joseph A. Carbone, Jr., is a wealth advisor with Focus Planning Group. Joseph holds a bachelor’s degree in finance from Dowling College and obtained the Certified Financial Planner™, Accredited Investment Fiduciary®, and Accredited Asset Management Specialist℠ Designations.