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Locality: New York, New York

Phone: +1 212-408-9547



Address: 1290 Avenue of the Americas, 4th floor 10104 New York, NY, US

Website: www.daviddepalma.com/

Likes: 118

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David DePalma, CFP, CRPC, Certified Financial Planner TM professional 29.12.2020

Health savings accounts carry valuable tax and healthcare benefits. Find out if you qualify for an HSA, what makes them appealing, and the changes to expect in 2021.

David DePalma, CFP, CRPC, Certified Financial Planner TM professional 18.12.2020

Improve your investment game by studying the strategies of world renowned investors. From creating goals to mapping out an exit plan, here's what the most successful investors have in common.

David DePalma, CFP, CRPC, Certified Financial Planner TM professional 16.12.2020

Please review the market update "Five planning strategies for volatile markets" by Putnam in regards to the market.

David DePalma, CFP, CRPC, Certified Financial Planner TM professional 01.12.2020

The Fed cut the rate due to the impact of coronavirus on the economy...

David DePalma, CFP, CRPC, Certified Financial Planner TM professional 29.11.2020

Think it's too late to get your retirement savings back on track? Think again.