Videos
State of the Markets
Here is a look back at what happed in the markets in 2020. As well as an in depth look at the current state of the markets from our partners over at Alphastar Capital Management, presented by Alphastar Capital Management’s Chief Investment Officer, Tony Parish. Listen in as Tony analyzes how the pandemic, politics, and shifting economics are creating new winners and losers in the capital markets.
Are you looking for a good New Year's Resolution? Well look no further... A great New Year's Resolution would be to save more money to achieve financial independence. By achieving financial independence, you can make your future brighter by allowing you to live the retirement life the one you've always dreamed of.
Watch this video as Ruggieri Financial’s local advisor, Logan Sadler, touches on the importance of saving money. Also, make sure to head over to our events tab above, to sign-up to receive a FREE pdf pamphlet that discusses ways you can save money to achieve financial independence.
September is Life Insurance Awareness Month. Life Insurance is important to have to ensure your family is protected if you were to pass away. Today, the options for life insurance policies are virtually endless.
Watch this video as Ruggieri Financial’s local advisor, Logan Sadler, touches on the different types of Life Insurance policies. Also, make sure to head over to our events tab above, to sign-up to receive a FREE pdf pamphlet that discusses the 5 signs that life insurance could be right for you.
COVID-19 has impacted many small businesses, creating the perfect time to get your retirement plan in place. Did you know that almost half of business owners DON’T have retirement strategies in place? They might consider their companies to be their retirement plans but don’t create the structure or strategy necessary for turning financial success into a meaningful retirement. Our goal is to help business owners avoid costly mistakes and confidently plan for the retirement they deserve.
Watch this video as Ruggieri Financial’s local advisor, Logan Sadler, touches on common retirement mistakes small-business owners make and how to avoid them. Also, make sure to sign-up to receive a FREE pdf pamphlet that goes more into depth on this topic on our events tab, above.
Been a while since you looked at your financial plan?
There is no better time than now to ensure you have a solid plan in place. Watch this video, as Ruggieri Financial's local advisor, Logan Sadler, touches on the importance of reviewing your financial plan.
With COVID-19 sweeping through our country, there is no better time than now to get a solid financial plan in place. Watch this video, as Ruggieri Financial's local advisor, Logan Sadler, touches on the importance of having a financial plan to give you the retirement you deserve!
Here is an update on our business operations as of July 14, 2020.
Logan Sadler touches on the 2020 changes for the Secure Act.
Here is a business update on what Ruggieri Financial is doing during the current COVID-19 pandemic, as well as, information on upcoming webinars hosted by Ruggieri Financial and some of our partners we work with. Don't forget to follow us on Facebook
https://www.facebook.com/RuggieriFinancialandInsuranceServices/
Ruggieri Financial & Insurance Services
Please feel free to explore this site to gain a better understanding of our firm and how we help our clients plan for and meet their financial goals. Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Ruggieri Financial Group, we have a commitment to excellence in everything we do. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future.
We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.
Ruggieri Financial Group is unique in the financial world because we truly are a "one stop shop", offering our clients financial advice, legal and estate planning, tax planning and comprehensive tax advice, as well as very specialized financial and legal planning in the areas of long-term care.