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631-714-6044
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Category Archive for "Financial Planning"
The DOL Fiduciary Rule: What does it mean for you?
Some of you have probably heard of the Department of Labor’s (DOL) Fiduciary Rule. What is it? What does it mean? A fiduciary is any investment professional who is required by law and practice to act solely in the interests
Are Emotions Guiding Your Investments?
Joe Carbone, Jr. was interviewed by Giovanna Drpic host of Verizon Fios Money and Main Street program. Joe Carbone, Jr. Work with Us Start the conversation about your financial future and schedule your 30 minute complimentary consultation. You can reach
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Wealth Management Is Not Just For The “Wealthy”
When I speak with clients or potential clients I hear the following statement all the time. “Your services sound great but I don’t have that much money to invest” or “My net worth is not high enough to build a
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Education Planning, Educational Series Video
Welcome to another great video in our Education Series. Please remember to subscribe to our YouTube Channel. In this video we will be discussing Education Planning. The importance of saving for college, college savings vehicles, and the financial aid process. To download
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Wealth Management for the “Real World”
When I work with clients, whether new clients or existing ones, I often say there is wealth and investment management for the classroom, and wealth and investment management for the “real world”. When discussing this, I always show the following
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How to Invest in Retirement Accounts, Educational Series Video
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
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Who is behind our Blog?
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™ and Accredited Asset Management Specialist℠ Designations.
