Carl P. DiCesare

Depending on your situation, it could save you thousands of dollars. Let’s connect about how this might affect your financial plan.

While it costs more, there may be some upside.

If you spent the last year working remotely and have questions about how that impacts your finances, give me a call.

A tax refund can be the ultimate silver lining this time of year. We could all use a reward right now. Plus, that unexpected savings can be put towards your bigger goals. If you're expecting a tax refund, reach out to me and we’ll make a plan for it.

A solid emergency fund means six months of expenses are covered. If you had any unexpected savings last year, you may have a head start. I can help set you up for success and a calmer state of mind. Reach out if you're ready to get started.

It’s always good to check in on your financial plan as your family grows.