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Few life events are more stressful than a job loss.If you or someone you know is in this situation due to COVID-19, you’ll likely have several questions about job hunting, unemployment insurance, and health care. You may also be...

Few life events are more stressful than a job loss.If you or someone you know is in this situation due to COVID-19, you’ll likely have several questions about job hunting, unemployment insurance, and health care. You may also be...

Hindsight is 20/20. It’s only human to imagine what it might have been like to turn left instead of right on some fateful day. However, that sort of daydreaming is unhelpful when investing, especially when it leads you to try...

As Americans adjust their spending habits in a rapidly changing economy, they are building cash reserves at an unprecedented rate.The Bureau of Economic Analysis reported on May 29th that the personal savings rate hit a historic 33%...

Start building your portfolio today. If you have a small IRA or just looking to start your investment savings check out the Low cost Simple way to save with $ymbil Call me for more information 860-783-5553 https://symbil...

In our uncertain climate, it’s unsurprising that when American investors are thinking about their financial strategy, that the topic of life insurance comes up.For some, it’s always been front of mind. For younger...

With the economy and financial markets flashing mixed signals, it’s no wonder that lawmakers are deadlocked on whether to pass a Phase 4 of the CARES Act.More than $3 trillion in stimulus has been pushed into the economy since...

Reminder: Tax Day is Tomorrow

Michael Mundo

Thursday, July 16, 2020

This year has had no shortage of changes to the normal course of business.In March, the Treasury Department and the Internal Revenue Service announced that they extended the federal income tax filing and payment deadline until July 15...

Wishing You a Happy Father’s Day

Michael Mundo

Sunday, June 21, 2020

Let’s hear it for the dads, the ones who help us grow, give us guidance, and look out for us in a million different ways. In celebration of Father’s Day, here are some of the ways you can honor the father-figures in your...

When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social Security Administration (SSA) estimates that today’s average 65-year-old woman will live to...

How will you weather the ups and downs of the business cycle? Here is a fast 2 min Video on business cycles we may see over our life time. https://www.mundofs...

Unwrapping the PPP Paycheck Protection Program

Michael Mundo

Monday, May 11, 2020

American lawmakers have passed the Paycheck Protection Program and Health Care Enhancement Act, a program that will offer small business loans to employers in need of aid as a result of the COVID-19 pandemic.1,2 The bill is a $484...

Know your 401(k) options between jobs

Michael Mundo

Tuesday, May 5, 2020

Few life events are more stressful than a job loss.If you or someone you know is in this situation due to COVID-19, you’ll likely have several questions about job hunting, unemployment insurance, and health care. You may also be...

Did you know that the origins of spring cleaning date from when fireplaces heated homes? Through the fall and winter, soot would build up throughout the house, and when the weather warmed, a little clean up was required. “Spring...

Category: Financial Planning Author: Austin Jarvis, JD, MBA Information is key in these unprecedented times I hope this help or can help someone you know. Within three months of the passage of SECURE Act—a law intended to provide...

Until early 2018, stocks were enjoying their longest period without a five percent pullback in nearly 90 years.1,2 But in early February, that calm came to a sudden and decisive end, as the Standard & Poor’s 500 Index fell more...

We have 2 days in the books here in south Windsor. Its still not to late to, consider meeting with your child’s guidance counselor. Discuss college goals and make sure your child is enrolled in classes that are structured to help him...

During their sophomore year, some students may have the opportunity to take a practice SAT. The practice test is a good way to give your child an idea of what the test entails and which areas need improvement. If your child is enrolled...

Countdown to College Freshman YearSouth Windsor School are ranked 31st in Connecticut and 1,373 out of 21,035 nationally (1). South Windsor students may have a head start but not at the finish line yet. A few tips to help your kids get...

Its a big day; first day of school for many kids in south Windsor and all around Connecticut. Today both my kids start school one for the first time in the South Windsor Pop program as a mentor and the other as a first grader. Feel...

South Windsor has a large retirement population and may on fixed incomes. You hear in the news everyday about raising interstates, so what does that mean for you? Around South Windsor, Glastonbury and all over Hartford we are all...

South Windsor has a large retirement population and many on fixed incomes. You hear in the news everyday about raising interest rates, so what does that mean? As inflation and interest rates rise, bond prices could fall. There are...

Look around South Windsor and around the country , you will see home selling and selling faster than in the past. Prices are starting to rise as well. Let’s talk about Normal inflation, or the Federal Reserve’s target of around 2%...

When working with people here in South Windsor and Hartford County, we find that they have some understanding of diversification. But generally, most don’t fully understand the concept. Some confuse diversification with asset...

It may be South Windsor, Hartford, West Hartford, Ellington or even Long island, but today’s Real estate market some may say it’s a great time, good time or bad time to buy real estate. But most of the people I’ve asked; if you had...

Why Might I Need Hard Assets? How Do I Add Hard Assets to my IRA? Hard assets represent things that can be touched and that have concrete values. Hard assets can also be referred to as real assets because they are physical in nature...

Retirement planning does not stop at the point of retirement. Retirees must have a plan post-retirement that reflects their investment preferences, situation, and risks. Mistakes can be made during the working years but also during the...

401(k) Plans: 5 Common But Costly MistakesStudies have revealed that Americans are mostly ill-equipped to face the challenges posed by retirement. IRS section 401(k) plans have become the most popular among all retirement plans in the...