Let's Talk

Tony Blasini, CPC, QPA

Recent Posts

Starting a Family? Consider These Financial Issues First

  Starting a family is one of the most important, life-changing decisions you can make in your life. With large decisions like ...
Read More

6 Tips On How to Establish Investment Goals

  The journey to financial liberty is quite a long one, as it requires so much planning and evaluation. Knowing how to set ...
Read More

The Benefits of Having a 401k Plan for Your Business

Running your own business can be a tough gig, especially when it comes to finding, hiring and retaining the right talent. ...
Read More

IRA vs. 401(k): What are the Key Differences?

Though many are familiar with both, most don't realize the smaller differences between using a 401(k) and an IRA, especially when ...
Read More

What is a Beneficiary and Who Should You List as Yours?

Sitting down to write your last will and testament is a complicated and emotionally involved process. What do you do with the ...
Read More

What are the Benefits of Using a Trust Company for Money Management?

  Trust companies use financial tools such as trusts, foundations, and other wealth structures to help manage complex wealth ...
Read More

Why Sarasota is the Best Place for You to Retire

If you are like most people in the prime of their lives, you're starting the process of thinking about your retirement now. It's ...
Read More

When is the Right Time to Start Investing Your Money?

Investing your money wisely is a key step towards becoming financially independent because you are always contributing to your ...
Read More

Financial Advice for Major Life Events

  No matter where you are on your professional journey, each stage holds its own financial challenges. However, as a young ...
Read More