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"If you’re looking for a trusted advisor who upholds a fiduciary standard, putting your needs first and provides objective advice not tied to the sale of an investment or insurance product, then you’ve come to the right place."
Steve Stanganelli, CFP®, CRPC®, AEP®, NAPFA Registered Financial Advisor

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Newsletter Roundup: Choose Your Own News …

Eat, Shop and Drop a Bundle of Cash: 5 Money Tips for Thanksgiving

 Before you eat, shop and drop a bundle of cash consider these 5 money tips for Thanksgiving and the holidays. Black Friday and Cyber Monday have recently become part of the Thanksgiving tradition, right up there with hometown football games,

10 Year-End Tax Strategies That Save You Money

 As the end of another business and tax year is upon us, consider these 10 year-end tax strategies that save you money. Pay Taxes Early:  You can accelerate your income tax deductions by paying January estimated income taxes in December.

Rise of Robo Investing

Technology has a way of making life easier and harder at the same time.  Take investing, for example. Should you go it alone? Hire an adviser? Or use one of the many new digital investing platforms? Well, the rise of robo investing is here with new

Identity Theft: What’s In Your Wallet?

12 Things to Do Immediately After Losing Your Wallet to Protect You from Identity Theft It's vacation time.  We all long to be tourists exploring new places and having new adventures. But that also can mean an unexpected detour into Identity Theft

Brexit: How to Protect Yourself from a Market Meltdown

Today is the day. The Brexit vote is here.  And we hear the strident voices shouting that 'the sky is falling'. Again. And they'll also tell you: Brexit, here's how to protect yourself from a market meltdown. We've seen this movie before. And

Sell in May and Go Away?

  Is there any truth behind the old adage: Sell in May and Go Away? The definitive answer is: Maybe and it depends.  Whatever the case, clean-outs are good for portfolios just as they are for basements and attics.  And you can use the 'sell in May

Wealth Managers Protect Clients from Cyberattack

     Identity theft is an increasing risk for all of us as we move our personal, business and professional lives more and more into the cloud.  So it becomes more and more important for investors to ask how their wealth managers protect clients from

Amesbury Financial Planner Steve Stanganelli Named as Accredited Estate Planner®

Amesbury Financial Planner Steve Stanganelli, CFP® has been awarded the Accredited Estate Planner® Designation by the National Association of Estate Planners & Councils Jan. 26, 2016 - PRLog -- On January 19, 2016, Steve Stanganelli, a

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