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Wealth Planning for 2024 with DeLauretis Wealth Management

7 Common Wealth Goals for 2024

As we settle into a New Year, this is a perfect time to revisit your short and long-term financial goals and the dream lifestyle you want to achieve. In this article, we give you 7 common wealth goals so that you can translate meaningful financial goals into an actionable wealth building plan.

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Create your wealth plan rituals for the New Year

Is your wealth planning process a ritual?

It is like a ritual to me. According to the Merriam-Webster dictionary a ritual is defined as: an act or series of acts regularly repeated in a set precise manner. “Rituals involve the execution of conscious and deliberate actions [as opposed to habits] …rituals are often markers or catalysts for energetic shifts. Rituals also assist in

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Insurance Matters of Divorce

If you are in the process of divorce or separation and have begun discussions surrounding the money matters of divorce, especially child support and spousal support, consider the below. “Support” Insurance: Life insurance coverage on the life of the child support payor or spousal support payor. There are two forms of support insurance: Conventional (or

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You Think It Will Never Happen To You

With permission by one of our clients, we are sharing the following story: Our client was scheduled for a somewhat routine surgery.  Providing no one had more pressing medical surgeries to be completed, our client’s surgery was a go. So, on the slight chance that someone with a more dire medical issue arose, that person

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Financially Organized Rescue

No doubt, for many individuals, financial planning, or just thinking about organizing your finances can be overwhelming.  How does one begin? Indeed, where to begin? But financial planning does not have to be a daunting process.  It should begin however, with a financial organizational strategy. If you think about it, it is essentially, the gathering

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Getting to the Heart of It

February is heart month, so we are reminded of love and romance…but I will leave that topic to the experts. However, seeing that it is heart month, people are also reminded to be concerned about their health. Heart month may remind individuals to attend that missed annual check-up, or to change their diet, or to add regular exercise

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