David Pulcini

Go over some of the different year-end tax planning ideas that an advisor can help you with so you can pay less in taxes, now and in the future. #taxes

Join David Pulcini and retirement plan expert Austin Spite as they unravel the best strategies for business retirement planning. #retirement #advisors

How to change financial advisors from two perspectives: not having an existing advisor and changing from a current advisor to a new one. #advisors

What is needed to qualify for the credit, why every small business should start the process of applying, and the benefits the ERC brings. #advisors

Has your financial advisor ever shared with you how they get paid? Have you ever asked? #advisors #fees

Joe talks about how inflation, social security, and retirement contribution limit changes will affect how much money retirees will need. #retirement

A glimpse into his personal life in under 40 seconds and runs through five of the most common reasons people seek out the expertise of a financial advisor.

With the rise of the internet and social media, financial advice has never been easier to find but there is such a thing as too much advice.

Six of the many reasons why you should limit your number of financial advisors to one. #advisors #investors #investing

Between the ages of 55 and 72, you’ll face five major financial milestones. Are you prepared to take them on? #investing #finance

Everything you need to know about setting up, or being a power of attorney and how to avoid some mistakes that could cost you your financial stability.

Purchasing a home is likely the largest purchase of your life—and in today’s market, that purchase will cost you a pretty penny. 

The current state of the housing market, and advice that benefits both buyer and seller during one of the biggest transitions a person makes. 

Financial planning in your 60s is often considered by advisors to be the most important stage of your planning for your retirement. 

Advice to help you prepare for your final years working, starting retirement and all the decisions that surround this time in your life.

These six points will help you to shape a retirement plan today that works for your future tomorrow. #finance #investing #retirement

Tips to help you get a better understanding of what you need to be doing now to start preparing for a better future. #investing #finance

Medicare can be there to help you pay for unexpected medical costs in the future, but oftentimes the process can be confusing. #medicare

Understanding the often complicated eligibility rules when applying for Medicaid and long-term care. #medicade #longtermcare

Why is estate planning such an important part of your overall financial plan? #estateplanning #planning #advice #investor

The importance of choosing financial advisors and fund managers that help ensure that your investments match your ideal goals. 

What a pension is, how it differs from a 401(k) and 403(b), and how to avoid common pension mistakes. #finance #pensions

It’s important to review company offerings regularly so that you can make the most of your insurance and benefits. #insurance

The financial and legal considerations that come with the divorce process and answer frequently asked divorce questions. #divorce

You know about the latest happenings in the market. So, why bother paying someone to manage things for you? #financialadvisor

Understanding your Social Security benefits can be tricky, especially when you don’t know the right questions to ask. #socialsecurity

You should never be reluctant or afraid to ask questions when working with your financial professional! #financialadvisors