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Blog

Salvatore Pitti, CFP®, CRPS™, AIF® and Matthew Pitti, AIF® | Aug 8, 2023

401(k) & 403(b) Plans: Everything You Need to Know

Looking to build a solid retirement plan? Your 401(k) or 403(b) may be the key… Could a 401(k) or 403(b) hold the key to a successful retirement? You may be
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Sal Pitti | Jun 16, 2023

Long Term Care - Case Study

Long Term Care
Retirement
Elder Law
Financial Planning
Estate Planning
I’m speaking to you from a personal perspective. One of the topics we speak to clients about is Long Term Care. It’s no secret that the cost of long-term care
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Financial planning in Victor / Rochester NY area
The Pitti Group Wealth Management | May 5, 2023

Review your trust before it's too late.

Wealth Management
Financial advisor
Rochester NY
Without a thorough review, family members may have to interpret the trust's provisions themselves, leading to misunderstandings and disagreements that could
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The Pitti Group Wealth Management | Mar 20, 2023

Strategies for safeguarding wealth from bank failure.

Amid all the talk about bank failures, read the article written by the President of The Pitti Group Wealth Management - Salvatore Pitti on safeguarding your
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Financial Advisor in Victor / Rochester NY area
The Pitti Group Wealth Management | Jan 17, 2023

Have you updated your life insurance policy?

Retirement
Life Insurance
Investment planning
If you were to die today, would your death financially impact your family members?
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The Pitti Group Wealth Management | Nov 9, 2022

Alternative options in volatile markets

Wealth Management
Financial advisor
Retirement Planning
Victor
Rochester
With the S&P 500 down about 25% at times and bonds also doing poorly. It can seem like there's nowhere to position a portfolio without the potential to lose
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The Pitti Group Wealth Management | Nov 3, 2022

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
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The Pitti Group Wealth Management | Sep 6, 2022

Financial Considerations Pre-divorce, During Divorce and Post-Divorce

Divorce
Financial Security
Investment
Inheritance
Ordinarily, working with a financial planner is a crucial step in securing the long-term financial wellbeing for you and your family. As we all know though
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The Pitti Group Wealth Management | Aug 2, 2022

Advantages of Employer - Sponsored Retirement Plans

Retirement Planning
Employer
401k
403b
Being in the financial planning business for as long as we have, we often encounter unique situations that offer an opportune learning experience for ourselves
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Need To Know Your 403(b) | The Pitti Group Wealth Management
The Pitti Group Wealth Management | Mar 2, 2022

Your 403(b) and What You Need to Know!

403(b)
Retirement
Annuity
We wanted to bring to your attention a recent case regarding one of our clients.
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Planning For Illness or Death | Pitti Group Wealth Management
The Pitti Group Wealth Management | Dec 6, 2021

Financially Planning for Sudden Debilitating Illness or Death

Finance
Insurance
Health Care
Illness
Death
It’s not easy to plan for the possibility of debilitating illness or death. These can be hard conversations to have, yet crucial for any sound investment plan.
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ERISA Rule Could Disinherit | Pitti Group Wealth Management
The Pitti Group Wealth Management | Nov 22, 2021

An ERISA Rule Could Potentially Disinherit Your Children

ERISA
Family
Today, we talk about ERISA rule. Let’s say Mr. Smith names his two kids as beneficiaries of his company’s 401(k) retirement plan.
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