DiMatteo Blog

5 Positive Financial Habits to Adopt Today

Adopting good financial habits is a must for plotting a successful retirement journey. Let’s explore five positive ways to get—and stay—on the right track.

Multiple Employer Aggregation Plans (MEAPs)

John DiMatteo discusses how to reduce the cost and liability of your small business's retirement plan while upholding quality and plan flexibility.

Sharing New Life Events with Your Financial Advisor

As a Financial Advisor Assistant for many years, my job is to keep our client’s account up to date & process changes for them when they have certain life events. We advise & assist our client’s whose life situations change significantly and need guidance. 

Simple IRA vs. 401(k) - Is It Time to Switch Your Plan Over?

David Attolino discusses the major benefits of switching over your company's plan from a Simple IRA to a 401(k)

6 Ways to Help Get More from your Investment Portfolio

John Esposito discusses 6 ways to effectivley improve and manage your investment portfolio.

Follow The Money

Try to keep your financial life as simple as possible so it is easy to understand how you are spending and saving.