David Zavarelli CFP®

I am a CERTIFIED FINANCIAL PLANNER™ professional. Securities offered through LPL Financial, Member FINRA/SIPC, &

[David Zavarelli CFP® @DavidZavarelli]

Good news for current opportunity zone investors: The deferred tax bill that comes due Dec. 31 may be smaller than many expect. https://t.co/dTy3HEYoNN

[David Zavarelli CFP® @DavidZavarelli]

How a nearly bankrupt Georgia franchise rebuilt America’s pastime from scratch—and won over a global fan base. https://t.co/CZ0CB9QaGO

[David Zavarelli CFP® @DavidZavarelli]

AI may feel like an “ice block to refrigerator” leap in technology—but it won’t rewrite the fundamentals that set prices in stock and bond markets. https://t.co/HftE2yhqyt

[David Zavarelli CFP® @DavidZavarelli]

Many people sign their estate plans and forget about them. But one last component after you sign the documents is critical to the plan. https://t.co/ccDN0skQt8

[David Zavarelli CFP® @DavidZavarelli]

Oil prices could keep rising as global supply remains tight. Here’s what could bring crude oil, gasoline and diesel prices back down. https://t.co/xJQxRpm6Ha

[David Zavarelli CFP® @DavidZavarelli]

Jet-fuel expenses have surged by tens of billions of dollars, but carriers say households are absorbing the increase in fares. https://t.co/JsVL9RlIlB

[David Zavarelli CFP® @DavidZavarelli]

Learn how the 2027 Social Security COLA increase impacts retirement income, inflation, Medicare costs, and long-term financial planning. https://t.co/UxAR6atdyX

[David Zavarelli CFP® @DavidZavarelli]

Find a withdrawal rate that better fits your retirement—with a worksheet to help conceptualize your choices. https://t.co/SBSXTmnxY0

[David Zavarelli CFP® @DavidZavarelli]

A little extra cash can spark a big debate: grow it, save it, or turn it into solar-powered confidence? For couples with different risk tolerances, the goal isn’t winning the money argument—it’s building a plan that lets both partne https://t.co/jMhnGLYUY1

[David Zavarelli CFP® @DavidZavarelli]

As lifespans increase, people have to prepare—mentally and financially—to work well into their 70s and 80s. That’s going to require a new plan. https://t.co/H9CyXxvCY2

[David Zavarelli CFP® @DavidZavarelli]

Missing New England’s early foliage peak does not mean missing fall color. These 6 destinations offer November color alongside hiking, cultural attractions and local food. https://t.co/h3rCvjh0PK

[David Zavarelli CFP® @DavidZavarelli]

Cash flow problems are often symptoms of deeper issues with pricing, profitability, collections, expenses or operations, making accurate diagnosis essential before choosing a solution. https://t.co/E9ekimj2vJ

[David Zavarelli CFP® @DavidZavarelli]

It isn’t about having one perfect vacation; it’s about having enough diversity for every generation to find their own reason to fall in love with the destination. https://t.co/eKJSj7J9of

[David Zavarelli CFP® @DavidZavarelli]

If you hope for a bigger paycheck in 2027, a new study shows your career advantage lies in showing how your AI skills improve work—something managers are paying more for. https://t.co/s5AY1MTcnZ

[David Zavarelli CFP® @DavidZavarelli]

Even as rising oil prices pressure travel budgets, experts point to 9 strategies for managing costs during the holidays and beyond. https://t.co/eTT3RA2ARj

[David Zavarelli CFP® @DavidZavarelli]

The artificial intelligence build-out hasn’t shown it can avoid the problems of past massive capital projects, such as railways and the internet. https://t.co/XvsyHSJ2pg

[David Zavarelli CFP® @DavidZavarelli]

It's time to start thinking about travel and vacation for next year, and National Geographic has picked these 25 Places they think you should visit in 2027. https://t.co/mctWN9CPu8

[David Zavarelli CFP® @DavidZavarelli]

The tremor seen this week could be a foretaste of things to come. https://t.co/WuB3sbQKik

[David Zavarelli CFP® @DavidZavarelli]

An HSA can cushion the blow of medical expenses, but it’s also a tax-favored investment vehicle https://t.co/9gE9AfQYXL

[David Zavarelli CFP® @DavidZavarelli]

Medicare beneficiaries should have received an annual notice from their plan outlining any changes for next year. Here's what to know. https://t.co/rkqh1ytudi