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Saving Money Throughout Your Retirement

Saving Money Throughout Your Retirement

by Victor Notaro | Feb 4, 2021 | Banking, Blog, Financial Lessons, Millennial, Victor Notato

Retirees can save money using these five tips. Create a budget Retirees should use budgets to keep their spending in check. They should take note of monthly expenses such as groceries, utilities, and memberships. They should set an upper limit on the dollars spent...
5 Life Events That Demand Financial Planning

5 Life Events That Demand Financial Planning

by Victor Notaro | Dec 18, 2020 | Banking, Financial Lessons, Victor Notato

Financial planning helps one map a financial future. When one has a financial plan, he can secure his wealth and finances. Even when one does not find the essence of creating a financial plan, these five life events demand one. Marriage and Divorce A couple should...
A Brief Guide To Special Needs Trusts

A Brief Guide To Special Needs Trusts

by Victor Notaro | Nov 20, 2020 | Banking, Blog, Financial Lessons, Millennial, Victor Notato

If you have a family member with special needs, it could be worth setting up a special needs trust. Special needs trusts, or SNT’s as they’re called for short, are trusts set up for someone with special needs that can supplement the benefits that person may typically...
Budgeting Tips For Buying A Home

Budgeting Tips For Buying A Home

by Victor Notaro | Jul 17, 2020 | Banking, Blog, Financial Lessons, Millennial, Victor Notato

Owning a home is a wonderful thing, but actually buying one can be an expensive process that you may not be prepared for. There’s so much more than just the actual buying of the house when it comes to the financial part of buying a home. You have to think about the...
Safe Money Management in the Digital Age

Safe Money Management in the Digital Age

by Victor Notaro | Sep 2, 2019 | Blog, Victor Notato

Many of us no longer find it surprising when there’s a new report in the news about a major company having a data breach. According to Money Control, 2,059 cases of cyber fraud were reported between 2017-2018. That’s nearly three breaches per day! Just...
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