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WELLth Financial Planning – Flat Fee Fiduciary Financial Advisor
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Traditional IRAs/401ks vs. Roth IRAs/401ks – Which is Right for You? (Video)

Leave a Comment / Financial Planning, Tax Planning / Christopher Diodato, CFA, CMT, CFP

Traditional IRAs and 401ks, as well as their cousins (Roth IRAs/401ks) are some of the most powerful wealth-building and tax-saving devices available.

Traditional IRAs/401ks vs. Roth IRAs/401ks – Which is Right for You? (Video) Read More »

Free Money? What is the Saver’s Tax Credit? (Video)

Leave a Comment / Tax Planning / Christopher Diodato, CFA, CMT, CFP

This short video covers a valuable and quite underutilized tax credit for those making below certain income thresholds. More information on the “Saver’s Credit” can be found on the IRS’s website

Free Money? What is the Saver’s Tax Credit? (Video) Read More »

How to Pick Winning Stocks With Factor Investing

Leave a Comment / Investment Strategy / Christopher Diodato, CFA, CMT, CFP

Factor investing identifies one or more specific “factors” of companies or stocks which usually correlates with outperformance.

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WELLth’s 2021 Economic & Stock Market Outlook (VIDEO)

Leave a Comment / Investment Strategy / Christopher Diodato, CFA, CMT, CFP

We expect the key themes in 2021 to be the “blue wave,” increased government spending, low interest rates, and a rotation of stock market leadership.

WELLth’s 2021 Economic & Stock Market Outlook (VIDEO) Read More »

Where I Find Free Money

Leave a Comment / Budgeting & Financial Wellness / Christopher Diodato, CFA, CMT, CFP

I figured that people would be interested in knowing a few very low-effort ways to put some extra money in your pocket.  Here are some money hacks that comes to mind. Hack #1 – Credit Card Offers With many Chase, American Express, and Discover cards, there are special offers for cash back at specific vendors. 

Where I Find Free Money Read More »

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