Ira Zito, Financial Planner

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful checklist of steps to take if you've experienced a breach. Stay informed, change passwords, monitor credit accounts, and more.

Data Breach: Your Security To-Do List This article provides a checklist of steps to take if you experience a data breach.

Take the time to think about these three things when shopping for your next vehicle.

Consider These 3 Things Before Driving Off the Lot Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

Surprises crop up every day, and they’re a great reason to work with us.

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Do you have a will? Is it updated?

When Do You Need a Will? When do you need a will? The answer is easy: Right Now.

Valuation is important for business succession, estate taxes and even qualifying for a loan.

What is the Value of Your Business? Ascertaining the value of your business is important for a variety of reasons.

A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.

Managing an Inheritance A windfall from a loved one can be both rewarding and complicated.

How much of your estate will Uncle Sam inherit? Estimate your potential estate tax liability.

What's My Potential Estate Tax? This calculator helps estimate your federal estate tax liability.

Just entering retirement? Here's what you need to know.

9 Facts About Retirement Regardless of how you approach retirement, there are some things about it that might surprise you.

Three tips for giving smart from the heart.

Charitable Giving: Smart from the Heart Do you have causes that you want to support with donations?

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Intellectual Property and Your Estate Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

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

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Was it worth it? How long before your gas savings makes up for the cost of that new hybrid?

Interested in a Fuel Efficient Car? Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Could you find acres of diamonds in your own backyard? Watch this video.

Acres of Diamonds In life it often happens that the answers to our most pressing questions are right in our own backyards.

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 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.

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.

Financial Aid for Students 101 Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

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.

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Grantor Retained Annuity Trusts (GRATs) Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.

To Buy or Not to Buy The decision whether to buy or rent a home may have long-term implications.

Concerned about identity theft? Some things to leave at home.

Please Leave Home Without It Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

There are four basic steps to calculating the value of an estate.

Four Steps to Valuing an Estate Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

4 Elements of an Estate Strategy Learn about the importance of having an estate strategy in this helpful and informative video.

A home is the single largest financial commitment for most people. What mortgage fits you best?

Choosing a Mortgage Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The market is as unpredictable as the weather. We’re here to help you prepare.

Forecast This short video helps explain why markets can be as unpredictable as the weather.

When was the last time you updated your will?

Will Power Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

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.

Committed to increasing your financial literacy? Don't be afraid to ask questions.

The Financial Literacy Crisis Many Americans are operating their personal finances with only the barest minimum of knowledge.

Here are a few key factors to consider when naming an executor for your estate.

And the Executor Is The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

The stock market rallied in Q2 around AI and hopes that the Fed will manage interest rates with inflation trending lower.

Quarterly Market Insights | Q2 2024 Following a rocky start, stocks finished the second quarter higher as investors remained optimistic the Fed will manage interest rates with inflation trending lower.

If you died, what would happen to your email archives, social profiles, and online accounts?

Safeguard Your Digital Estate If you died, what would happen to your email archives, social profiles and online accounts?

What steps might help you sustain and grow your retirement savings? This piece explores them.

Managing the Risk of Outliving Your Money Steps to help you sustain and grow your retirement savings.