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Latest posts
Roth IRA or Traditional IRA, which one is right for YOU?
There are so many questions to ask when deciding where to put your money and how to invest. Should I invest in a ROTH or Traditional IRA? What are the tax differences between a ROTH and a Traditional IRA. How much can I invest in an IRA? How does a ROTH and Traditional IRA work? How do I invest in IRA? How do I do a back door IRA ROTH conversion? This video will be answering many of these questions. Guiseppi Morabito, CRPS President, Financial Advisor M&M Wealth Management, LLC gmorabito@m
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Estate Planning Basics
Estate Planning Basics & Estate Maximization, Wills, Revocable Living Trust & Irrevocable Trust. This video outlines the core concepts of Estate Planning including estate taxes, revocable living trust, irrevocable trust, probate, durable power of attorney and health care power of attorney. This video also goes over some ideas on how to set up your estate plan and how to use financial strategy and asset positioning to maximize your estate plan. Guiseppi Morabito, CRPS President, Financial Advi
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How to get the max stimulus check, EIDL and PPP
Watch this video if you have question on how to get the stimulus check, EIDL and PPP.
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Elevator Down Escalator Up?
With October now finished we are heading into a period of strong seasonality to finish the year. Just three weeks ago stocks looked like they were on a broken elevator down and nothing could stop it. However, we finally found support at one of the critical moving averages and sure enough stocks rebounded as the buyers flocked in to support the markets. Since the bottom the markets are up almost 10% in a little over three weeks! This would qualify as an impressive snap back rally! With the m
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Personal Net Worth Pilot Blog Post-Portfolio Loan Mortgage
This is the first post in a new blog series titled, "Personal Net Worth." The aim here is pretty simple. I will look to share any topic/topics that are related to your personal net worth. I wanted to shed light on a different type of mortgage out there that may not be as well known as the traditional types. As anyone who is self-employed can vouch: obtaining a traditional mortgage can be challenging to say the least. They want two years of tax returns first, and then copies of bank statem
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Buy a Fixer Upper or Move in Ready?
A good question I get all the time is whether or not to buy a fixer upper or something that is move in ready. From personal experience, there can be great value and wonderful investment opportunities to buying the "bad apple" in a good neighborhood. However, you have to weigh some important factors. First, do you have enough money to not only buy the place, but also to hire a contractor, support the cost of materials and most important of all: do you have the time? In real estate you can for
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