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Use your car for business? Make sure you're on the same page as your insurance carrier.

When Does Your Personal Car Become a Commercial Vehicle? At what point can you call a personal vehicle commercial?

Do you know how to avoid internet fraud? Janet does. Learn how to keep yourself safe from data thieves of all kinds.

Data Thieves from Outer Space Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.

Do you know the difference between a credit lock and a credit freeze?

Should I Accept a Free Credit Lock? Learn the ins and outs of credit locks, freezes, and more.

Your needs don’t stay the same when the nest empties, but what changes?

Insurance Needs Assessment: For Empty Nesters and Retirees Do your insurance needs stay the same when the nest empties?

Stocks notched modest gains in August, helping investors forget a volatile month of trading, punctuated by upbeat comments by Fed officials about interest rates.

Monthly Market Insights | September 2024 Monthly Market Insights | September 2024 U.S. Markets Stocks notched modest gains in August, helping investors forget a volatile month of trading, punctuated by upbeat comments by Fed officials about interest rates. The Dow Jones Industrial Average rose 1.76 percent, while the S&P 500 Index tacked o...

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property.

Intellectual Property Rocks in a New Digital Era Intellectual property ownership and its implications for ordinary people and estates.

What do Americans spend more on? 1) taxes or 2) food, clothing, and shelter? Answer = 1.

What Do Your Taxes Pay For? Here's a breakdown of how the federal government spends your tax money.

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

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Find out whether you are insurable before implementing a strategy using life insurance.

Universal Life Insurance Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this video to learn more:

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Ready to retire, but not ready to stop working? Check out this video for a fresh way to look at encore career options.

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Pay off debt or invest the money? Things to consider before you commit to either option.

Should I Pay Off Debt or Invest? This calculator will help determine whether you should invest funds or pay down debt.

The financial risks to consider when evaluating self insurance?

When to Self-Insure Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Second homes have unique risks and insuring them is different than a primary home.

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With great wealth comes even greater questions. Learn more in our article.

What To Do When Your Income Reaches 7 Figures Preserve your high net worth with these foundational tips.

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

Test Your Life Insurance Knowledge How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Stocks edged higher in August as investors monitored economic reports for the Fed's next move with short-term interest rates

Monthly Market Insights | August 2024 Monthly Market Insights | August 2024 U.S. Markets Stocks edged higher during a volatile month of trading as investors monitored economic reports about the Fed’s next move with short-term interest rates. The Dow Jones Industrial Average led in July, picking up 4.41 percent. The Standard & Poor’s...

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

What Is a 1035 Exchange? 1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

If you don’t have an , here's some reasons why you should.

Why Everyone Needs an Estate Strategy Do you have an estate strategy? You should.

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Critical Estate Documents Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Learn the ins and outs of 529 plans before you or your student heads to college.

What Can You Buy With 529 Distributions? This article can be a helpful guide when beginning to prepare for education expenses.

10 tips that can head-off marriage money problems.

Prevent a Rift: Money Tips for Newlyweds Couples may be able to head off many of the problems in a marriage that money can cause.

Do you know what your needs are, when you’re married, with children?

Insurance Needs Assessment: Married With Children When you’re married and have children, insurance needs will be different.

How much can I put in? Contributing to a retirement plan makes sound financial sense; know the rules.

Contributing to an IRA? Determine if you are eligible to contribute to a traditional or Roth IRA.

Do you need umbrella insurance? Find out more.

Keep Your Umbrella Handy Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

a car? Consider gap to protect against losses that may not be covered by your current policy.

Gap Insurance for Leased Cars If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

may be important in growing your company, but it may introduce liability. Is your company protected?

Social Media: #NewestBusinessLiabilityRisk Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

"Achieving Financial Peace: A Personal Journey"

Imagine standing on a serene overlook, the world quiet around you, the view stretching out to meet the horizon with breathtaking tranquility.

For Christina, this moment encapsulates more than just natural beauty—it symbolizes the culmination of a transformative journey towards financial freedom.

As a financial advisor, Christina's mission transcends mere numbers. It's about guiding individuals like you towards realizing dreams and crafting lives of true fulfillment. Financial wellness, to Christina, encompasses security, progress, and the liberty to pursue what truly matters.

This week, Christina invites you to join her on a reflective journey:

Pause. Take a deep breath. Your financial path may have its peaks and valleys, but know that you possess the resilience and capability to navigate every twist and turn.

Dream. What does financial freedom mean to you? Is it more moments with loved ones, exploring distant lands, or securing peace of mind for a blissful retirement?

Financial peace isn't an abstract concept—it's an achievable reality. Let's start a conversation. Christina is here to assist you in transforming your aspirations into tangible goals.

Together, through a personalized strategy tailored to your unique ambitions, let's pave the way to financial well-being and a life rich with fulfillment.

P.S. Share your financial dreams in the comments. I’d love to hear what’s on your mind.

Get yourself on track!! Call Personalized Wealth Management today 👏🙌

Call for a financial review
Christina Barbante
Financial Advisor/Wealth Manager
(631)461-7749

Securities offered through Osaic Wealth, Inc. member FINRASIPC.


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Without your knowing, your investment portfolio could be off-kilter. What to look for in this message.

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The has a long and storied history, from the Dutch East India Company to Wall St.

From Boats to Brokers From the Dutch East India Company to Wall Street, the stock market has a long and storied history.