Martin Federici, Jr.

Martin Federici, Jr.

Martin Federici is happily married to his beautiful wife since 1999, have 3 young active children, is an avid sports enthusiast (especially basketball), healthy eater, regular exerciser, CEO of 2 practices with a fantastic friend and business partner, practicing financial advisor/planner since 2005, and loves his clients - life is good!

To Roll Over or Not to Roll Over Your Retirement Plan?

When someone leaves a job and they have a retirement plan that was offered from that employer (ex: a 401(k) or 403(b) plan), the person...

Teacher Appreciation and 529 Day

This past week was National Teacher Appreciation Week and National Teacher Appreciation Day. 529 Day (529 college savings plans) is Sun., May 29th.  These two financial awareness topics...

Market Volatility: Should You Buy or Sell?

The world’s oil situation – coupled with a difficult Chinese economy – has recently caused some worries which have negatively affected the world’s financial markets...

5 Tax Preparation Rules to Follow so You Don’t Get Ripped Off

Every year we talk to some people (either current clients or people we know who aren’t clients yet) who tell us that they were charged...

Financial Resolutions by the Numbers

Let’s face it. After the holiday season spending spree is finished, most of us feel like our bank accounts are a bit lighter than we’d...

Early Retirement: Can You Get There?

Early retirement – the thought of it can bring a smile to many faces, but how realistic is this goal?  Well, that depends on a...

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