Articles By Arianna Palazzo Lavallee

Arianna is an experienced Financial Advisor with a demonstrated history of working in the financial services industry. She is skilled in Nonprofit Organizations, Customer Service, and Safe Money Investments. She has a strong finance professional with a Bachelor’s degree from the University of North Carolina at Greensboro.
June 9, 2023

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Women, Annuities, and the Need for Outsourced Retirement Income Management Women face a unique and diverse set of challenges, and those differences must be addressed in retirement planning. Women typically. . .

April 7, 2023

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The SECURE Act 2.0, enacted at the end of 2022, significantly changes the rules governing required minimum distributions (RMDs) for owners of traditional IRAs and Roth 401(k) accounts. Here’s what. . .

March 21, 2023

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Leaps and bounds, but still a long way to go. Nothing compares to the feeling of opening the first bank account in your own name. For women, it means so. . .

February 24, 2023

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Probate court proceedings can be a lengthy and costly process for families of deceased individuals. In some cases, the process can take up to a year or longer. Luckily, there. . .

January 20, 2023

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Many people are shocked at how much of their tax-deferred balances will be erased by current taxes when funds are withdrawn, and it is not uncommon for these accounts to. . .

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