Anthony Degli Obizzi Jr., Financial Planner, Monastra Financial Group

The Monastra Financial Team hosted another successful Breakfast with Santa this past weekend! A big thank you to all of our clients who brought the special children in their lives to enjoy breakfast and meet Santa.

Took home my 2022 Financial Advisor Rising Leader Award last night! Thanks to all of my clients that made last year a huge success. 2023 will be even bigger, reach out for all things investments and insurance related 🤝

Happy New Year! The start of a new year is a fantastic time to reevaluate and plan for a stronger year. This is especially true with your overall financial plan.

Feel free to reach out with any questions on investing, insurance, and any and all questions related to your financial picture. Here's to a BIG 2023!

Term Life Insurance from a reputable company is a foundational building block and starting point for any strong financial plan.

The question you have to ask is how much do you want to pay for the asset? It will only get more expensive in the future with inflation and in some cases it may be off the table health permitting.

Reach out with any questions, always happy to chat on any financial planning topics.

It's common to only associate life insurance with a death benefit, but the living benefit of access to cash value is also important to be aware of. This is a great read here on the tax advantages that a whole life policy can provide not only to the death benefit but to using the polices cash value as well.

As always, reach out if you have any questions.

How life insurance provides 3 distinct tax advantages | MassMutual Whole life insurance offers valuable income tax advantages, from an income tax-free death benefit to deferred cash value growth.