James Grazioli
Comprehensive Financial Group, Inc.
Articles
One Of The Best Financial Products Of Which Few People Have Heard
March 23, 2022
As more and more seniors look for ways to lower their taxes in retirement, QLACs are ...
Should You Be Concerned About Required Minimum Distributions
March 23, 2022
Should You Be Concerned About Required Minimum DistributionsIf your Required Minimum Distribution is not managed properly, you may ...
Avoiding Future Family Squabbles By Getting Started With Basic Estate Planning
March 21, 2022
Get Started with Basic Estate Planning Once you undertake the process, decisions need to be made and ...
What Is The Color Of Your Money — Red or Green?
March 23, 2022
Retirement planning can be overwhelming as financial professionals have different opinions and methods of investing. An ...
When Harry and Sally Met Their 401(k)
March 23, 2022
Harry and Sally White are regular people.Harry and Sally work for the same company; actually, that ...
Could Investing In Treasuries Be A Mistake?
March 23, 2022
Could Investing In Treasuries Be A Mistake?US Treasuries are considered the safest investment in the world.The ...
A Comprehensive Guide To Annuities and Annuity Investing
March 21, 2022
A Comprehensive Guide To Annuities And Annuity InvestingWhat Are Annuities?In its simplest definition, an annuity is ...
Six Common Designations Used By Advisors And Agents
March 23, 2022
Six Common Designations Used By Advisors And AgentsChoosing a member of your financial team is a ...
Divorce Can Be Very Costly To Retirement Planning
March 23, 2022
Divorce Can Be Very Costly To Retirement PlanningMake Sure You Understand the True CostsNo one wants ...
Why Interest Rates Are Low And Will Stay That Way - Well at least for a while.
March 23, 2022
Why Interest Rates Are Low And Will Stay That Way Well, at least for a while.The ...
Corporate Bonds, How Safe are They and What Happens if a Company Defaults.
March 21, 2022
Bonds are backed by the financial strength of the bond issuer.If the bond issuer is not ...
Understand Your Social Security Survivorship Benefits
March 21, 2022
Understand Your Social Security Survivorship BenefitsWhile painful for most of us to contemplate, death is nonetheless ...
Estate Executor: Duties and Obligations
March 21, 2022
An executor is a person responsible for managing the administration of a deceased individual's estate.Obligations can ...
Retirement Planning With Overlooked Expenses
February 17, 2022
When Planning, Don’t Forget These Often Overlooked Retirement Expenses“There is a massive disconnect between how much ...
Invisible Fees in Mutual Funds
March 21, 2022
Transparency in the financial world has traditionally been lacking.As information sources have increased, along with it ...
Should Pre-Retirees And Retirees Rebalance Their Investment Portfolios To Mitigate Risk?
March 21, 2022
“The main reason for rebalancing a retirement portfolio should be risk management. Other rationales for rebalancing ...
Get a Paycheck for Life with the Guaranteed Lifetime Income Rider
March 21, 2022
Understanding Income RidersIncome for life is in reach. As I speak to so many callers to my Safe ...
Common Money Myths That Keep You Confused
March 23, 2022
Are you confused and frustrated about money?As they say, “If you repeat a lie often enough, ...
Should You Have Debt In Retirement?
March 21, 2022
Should You Have Debt In Retirement?"In a perfect world, you would enter retirement with your home ...
The Best Time for Tax Planning
March 21, 2022
Following some of these tax-savvy strategies can help you save moneyTax planning involves far more than ...
James Grazioli
Comprehensive Financial Group, Inc.
2313 SW Essex Ct.
Palm City, Florida 34990
james.grazioli@retirevillage.com
(772) 286-4324
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