Are You Prepared For The Worst?
Are You Prepared For The Worst? Due to the behavior by most insurance companies to just sell a policy, they fail to look at the needs of many individuals and families. And, so these families and businesses receive inadequate insurance coverage for their needs in the event of a major life change or emergency. After […]
Why Does Autumn Bring Tax Season?
Why Does Autumn Bring Tax Season? Many firms defer one of the most important times of the year until when you’re already stressed and overworked. Autumn, specifically October and November, are the best times to consider tax planning to avoid any surprises with your expenses and to ensure you’re well prepared for the upcoming tax […]
Your Accountability Matters!
Your Accountability Matters! Would you achieve faster and greater results if you had someone to answer to? You might agree that your accomplishments are a result of your personal determination and hard work. How much was from the result of working alongside a coach or support system whether in sports, business, or life? As your […]
Expertise Where It Counts
Expertise Where It Counts In certain areas of personal finance such as college planning, our team at the DiFrancesco Virtual Family Office consists of subject matter experts that are ready to provide you the best guidance whenever possible. What does that mean? It means you’re able to receive quality advice under one roof for any […]
Don’t Forget This Tax Advantage
Don’t Forget This Tax Advantage As a business owner, you want the best for you and your business. Matt DiFrancesco, Financial Coach at DiFrancesco Virtual Family Office, shares this great tool that many businesses underutilize when taking care of themselves, their business, and their employees. Have a question? Send us a message. [wpforms id=”950″]
When Debt Makes Sense
When Debt Makes Sense Depending on the situation, incurring debt can be used to your advantage. In today’s video, we share a couple of stories to consider when we recommend using debt or excess cash. Does either of these stories resonate with you? Are you having similar conversations with yourself or your family about your […]
Good Disruptions!
Good Disruptions! Disruptions happen every day, in good ways and bad. With the bad, you might feel upset, sad, angry, or confused. Instead, breathe and approach your disruption as an opportunity. Matt DiFrancesco, your Personal Financial Quarterback, gives us a quick lesson about why bad disruptions might be a good thing for your life and […]
What Will Happen To Your Business?
What Will Happen To Your Business? You’re ready to retire and your business can’t come with you. Who do you decide to hire to uphold your legacy who also values the years of hard work you put into your business? Finding a successor can be easy for some and difficult for others. Will it be […]
How To Ease Financial Transitions
How To Ease Financial Transitions Planning your estate can be one of the most difficult conversations you’ll need to have, but it is a conversation that everyone eventually needs to partake. While it might be difficult, it is one of the most important things you can do to take care of yourself, your beneficiaries, and […]
Take Control Of Your Finances
Take Control Of Your Finances Our five-step financial planning process is based on your ideal lifestyle, effective communication, and tangible results. We encompass your current situation with your goals and values to deliver and monitor a financial solution that works with you, not against. Speak with us and we’ll do a complimentary brief assessment so […]
