Blogs

“Third-Party Posts”

The following link/content may include information and statistical data obtained from and/or prepared by third party sources that First Financial Guarantee, deems reliable but in no way does First Financial Guarantee guarantee its accuracy or completeness. First Financial Guarantee had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of First Financial Guarantee. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of First Financial Guarantee, execution of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results.

4 Key Decisions for Early Retirement

4 Key Decisions for Early Retirement

‘Will your money last?’ isn’t the only question to consider before retiring. I was chatting with a friend the other day about his retirement—possibly an early one. At...

read more

 

Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Global markets rallied for a second week as the S&P 500 clinched nine consecutive days of gains- something not seen in two decades.  News that...

read more
Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Global financial markets rallied on several reports that suggested significant progress was being made on trade negotiations.  Vice President Vance...

read more
Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Equity markets regressed during the abbreviated trading week, while US Treasuries found some footing. Trade policies continued to influence markets...

read more
Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Wow, what a week on Wall Street.  Continued uncertainty regarding trade policy induced massive swings in the equity, bond, commodity, and currency...

read more
Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Global financial markets tumbled last week as investors moved out of risk assets, fearing that a worldwide trade war would ensue after Trump's...

read more
Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Global financial markets tumbled last week as investors moved out of risk assets, fearing that a worldwide trade war would ensue after Trump's...

read more
Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA It's been a difficult month for investors, and sentiment indicators tell that story.  Wall Street appeared poised to build on the prior week's...

read more
Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA The S&P 500 avoided a fifth straight week of losses as investors continued to assess the impact of Trump’s policies.  A late rally on Friday...

read more
Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Investors endured the fourth consecutive week of losses in US equity markets as concerns around tariffs and their impact on the economy continued...

read more

Ed Slott’s Elite IRA Advisor Group (Ed Slott Group) is a membership organization owned by Ed Slott and Company, LLC. Logos and/or trademarks are property of their respective owners and no endorsement of (Anthony Leonetti) or (First Financial Guarantee) is stated or implied. Ed Slott Group and Ed Slott and Company, LLC are not affiliated with First Financial Guarantee.

For the detailed requirements of Ed Slott’s Elite IRA Advisor Group, please visit: https://www.irahelp.com/EliteGroup

 

New Reporting for 2025 QCDs

By Sarah Brenner, JD Director of Retirement Education The IRS has introduced a new code for the reporting of qualified charitable distributions (QCDs) by IRA custodians...

read more

Basis In Your Traditional IRA

By Andy Ives, CFP®, AIF® IRA Analyst QUESTION: My wife and I created a Roth IRA when our two children were young to pay for their college education. Our daughter is...

read more

Basis In Your Traditional IRA

  By Sarah Brenner, JD Director of Retirement Education While most distributions from a traditional IRA are taxable, sometimes distributions can include after-tax...

read more

The following link/content may include information and statistical data obtained from and/or prepared by thirdparty sources that First Financial Guarantee, deems reliable but in no way does First Financial Guarantee guarantee its accuracy or completeness. First Financial Guarantee had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of First Financial Guarantee. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of First Financial Guarantee, execution of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results.

For the detailed requirements of Ed Slott’s Elite IRA Advisor Group, please visit: https://www.irahelp.com/EliteGroup

 

Is the Medicare Annual Wellness Visit Mandatory?

Is the Medicare Annual Wellness Visit Mandatory?

Key Points While the Medicare Annual Wellness Visit is not mandatory, it is a 100% covered preventive service. The Annual Wellness Visit differs from the typical annual physicals you were used to with group coverage. If you’ve had Medicare Part B for more than 12...

read more
Could Partial Retirement Be Right For You?

Could Partial Retirement Be Right For You?

Key Points Partial retirement is when you retire from your full-time position, but might work part-time to produce a reduced income. You may consider partial retirement if you enjoy working and want to continue or if you need to work for the extra money. Your Medicare...

read more
What is My Medicare Initial Enrollment Period?

What is My Medicare Initial Enrollment Period?

Key Points Your Initial Enrollment Period (IEP) is a seven-month window surrounding your 65th birthday, allowing you to enroll in Medicare Parts A and B. Your Medicare start date depends on when you enroll; if you sign up in the three months before your birthday,...

read more
Can I See Any Provider With My Medicare Plan?

Can I See Any Provider With My Medicare Plan?

Key Points Original Medicare allows beneficiaries to see any provider nationwide who accepts Medicare. If you have a Medigap plan, you can still see any provider that accepts Original Medicare, while Medicare Advantage plans may have network restrictions that can...

read more
How to Avoid Medicare Scams While Applying for Medicare

How to Avoid Medicare Scams While Applying for Medicare

Key Points Unfortunately, seniors can be a prime target for scammers, and many will try to trick seniors into falling for their Medicare scams. Scammers use several different tactics to try and scam Medicare beneficiaries and make attempts by phone or email. Scammers...

read more
HSAs and Medicare: Things to consider when you turn 65

HSAs and Medicare: Things to consider when you turn 65

Retiring soon and wondering what to do with your health savings account (HSA)? You’re not alone – many people find the rules around HSAs and Medicare to be confusing. Here’s what you need to know about having an HSA after 65, spending your contributions and avoiding...

read more
12 Things Caregivers Need to Know About Medicare

12 Things Caregivers Need to Know About Medicare

Learn how to navigate the system to get the best coverage for your loved one Medicare can be complicated when you’re making your own health care decisions, but it has an extra layer of complexity when you’re trying to help a sick or aging relative navigate the system....

read more
Preparing for Future Health Care Needs

Preparing for Future Health Care Needs

Many people assume that their family members would automatically be able to make decisions about medical treatments if they were to become incapacitated. But rules vary greatly from state to state. In some cases, decisions are left up to the health care providers and...

read more

Financial Services

Insurance Services

Educational Blogs

Insurance Services

First Financial Guarantee

The place to build your future is right down the road.

Media, Pennsylvania

 853 North Providence Rd.
Media, PA 19063

 Contact Us: (484) 443-4333
 Fax: (610) 627-9750
   anthony@leonettiagency.com