Daniel R Masiello

Financial Advisor
Masiello, Nicolosi & Associates, Amerirpise Financial Services, LLC
CA Insurance #0K29213
Disclosure:

[Daniel R Masiello @DMJrAmp]

Setting financial goals helps you take control of your future and protect what’s most important to you.

[Daniel R Masiello @DMJrAmp]

What’s one financial lesson you plan to share with your children or grandchildren?

[Daniel R Masiello @DMJrAmp]

"Humility is the beginning of true intelligence." - John Calvin

[Daniel R Masiello @DMJrAmp]

Is your go-to password keeping you safe online? https://t.co/klcu1P7SO5

[Daniel R Masiello @DMJrAmp]

Spring has sprung! What are you looking forward to this season?

[Daniel R Masiello @DMJrAmp]

From longer lifespans to persistent pay gaps, women face unique hurdles. We can help you take control of your financial future. https://t.co/Lm3f76ADvJ

[Daniel R Masiello @DMJrAmp]

Happy St. Patrick’s Day!

[Daniel R Masiello @DMJrAmp]

March is Women’s History Month – a celebration of the contributions women have made to history, culture and society.

[Daniel R Masiello @DMJrAmp]

Did you know that gender diversity in corporate governance can help drive a company’s results? #SustainableInvesting is more than you might think. #ESG

[Daniel R Masiello @DMJrAmp]

Many seniors and their adult children avoid talking about aging and long-term care planning. But sidestepping the issue can be risky. Use these tips to get the conversation started and ensure your family is prepared for whatever may lie ahead. https://t.co/6zWiFUi7MN

[Daniel R Masiello @DMJrAmp]

Age is just a number…except when you’re dealing with Social Security. Thinking of filing early? You could be leaving substantial benefits on the table. Let’s connect to discuss how you can maximize your benefits.

[Daniel R Masiello @DMJrAmp]

The earlier you start planning, the greater your chances of achieving your retirement goals. When did you start saving towards retirement? https://t.co/sJY3Cbku5O

[Daniel R Masiello @DMJrAmp]

Working in retirement is an option you may pursue for a variety of reasons. We can help you determine how post-retirement earnings may impact your financial situation. https://t.co/vLlWekA3Y1

[Daniel R Masiello @DMJrAmp]

Taxes can impact the legacy you want to leave. But they don’t have to. There are solutions that can help. Let’s talk about strategies for passing on what you want to the next generation.

[Daniel R Masiello @DMJrAmp]

Happy Valentine’s Day to you and your loved ones!

[Daniel R Masiello @DMJrAmp]

Do you use a health savings account as a retirement savings tool? Avoid these three big mistakes. https://t.co/Nuip3xy9Ag

[Daniel R Masiello @DMJrAmp]

Retirees: Mark your calendars with these important deadlines for the year. https://t.co/1AUAGzHRe9

[Daniel R Masiello @DMJrAmp]

In honor of Black History Month, we celebrate the achievements of the Black community and support the continued fight for racial equality.

[Daniel R Masiello @DMJrAmp]

New year, new opportunity to review your retirement savings plan. We’re happy to help you re-assess in our next meeting. https://t.co/wAA3gI2YGk

[Daniel R Masiello @DMJrAmp]

The expanded child tax credit from 2021 isn't over yet. Learn what Letter 6419 is and why you need it. https://t.co/qrGk4EW2TI