Ana Claudia Panori at Prudential

10/31/2024

Eight Strategies for Deciding When to File For Social Security

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Prudential is not affiliated with Kiplinger.

Applying at age 70 maximizes your monthly payout, but claiming early could provide advantages that can’t be quantified on a spreadsheet.

10/24/2024

Nine Key Tips Self-Employed and Gig Workers Should Know About Retirement

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By providing links to other sites, Prudential does not guarantee, approve, or endorse the information or products available on these sites or the operators of these sites.

Prudential is not affiliated with Kiplinger.

Taking a non-traditional path may mean thinking beyond traditional savings options.

10/10/2024

Sometimes the best way to see how far you've come is to look back at where you've been. Contact me today review where you have been and to begin discussions of where you would like to go.

508-353-9340 [email protected]

Looking at where you are now compared to where you were five years ago can give you a more realistic, and optimistic, financial outlook.

09/30/2024

The Secure Act 2.0 implemented many changes that you may not know about. This summary can help you make sure you are up to date on the most recent changes that may impact your retirement savings plans.

The SECURE 2.0 Act makes major changes to 401(k), IRA, Roth, and other retirement savings plans.

09/25/2024

Today 401(k) plans have become the primary source of retirement income for many Americans. Because of this, it is important to understand how you can work to maximize these plans and protect yourself from potential loss.

Ready to begin planning? Schedule time today 508-353-9340

An integrated approach of investments and annuities could provide you with more retirement income in addition to protection against inflation and late-in-life expenses.

09/24/2024

Taking steps to modernize your practice starts in-house. With best-in-class technology, your advisors will be properly equipped to help their clients reach financial goals. Hear from our own Robert Eddy, Jr. on how technology at Prudential Advisors is helping our financial professionals add value to their practices.

InvestmentNews goes back to school to learn what tech has added most value to advisors’ practices.

09/23/2024

Did you know that $5 Trillion is added to global wealth every year by women?* Start the retirement conversation today to help ensure you are on track to protect your financial future.

09/16/2024

The recent Secure Act 2.0 helped to take the gamble out of 529 plans by allowing funds to be converted into Roth IRA plans for your child beginning in 2024. Read on to understand the nuances to this rule.

Interested in learning more about 529 plans and why they may be the right option for you and your family? Contact me today 508-353-9340 or [email protected]

Beginning in 2024, you can convert your child’s 529 plan to a Roth IRA. This backdoor Child IRA now becomes a valuable planning tool. Here’s a step-by-step process you can start today.

09/12/2024

Women are taking control of their finances. In fact, $30 Trillion is expected to transfer to women in the U.S. by 2030.*

Make sure you are prepared to take control of your financial future. Contact me today 508-353-9340 - [email protected]

*McKinsey “women as the Next Wave of Growth in US
Wealth Management,” July 2020

08/29/2024

Planning for retirement has changed drastically over the years as retirement vehicles such as pensions become increasingly less common while costs continue to rise. Make sure you understand these common retirement risks as you determine the right plan for you.

People are living longer and costs keep climbing, increasing the odds that you'll outlive your retirement savings. Here are some tips from a retirement pro to help you prevent that.

08/23/2024

Nearing retirement is an equally exciting and nerve-wracking time. As you prepare for the next phase in your journey take a look at these tips to help make sure your retirement plans stay on track.

Looking to learn more about the tools that can help you support your retirement plans? Reach out today to discuss at 508-353-9340 or [email protected]

With so many critical decisions to make and lots of opinions to consider, here are some common-sense tips to keep you on track.

08/19/2024

ROTH IRA limits are on the rise! Wondering if a ROTH IRA might be right for you? Let’s explore how a ROTH IRA may be able to benefit your financial journey together. Contact me to discuss at 508-353-9340 [email protected]

Prudential and its representatives do not give legal or tax advice. Please consult your own advisors regarding your particular situation.

Roth IRA contribution limits have gone up for 2024. Here's a look at the 2024 limits and income-based phaseouts.